Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S TARGET .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.22% |
$495 - $544
|
4.64K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$445 - $490
|
8.46K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.06% |
$445 - $490
|
14.3K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.19% |
$346 - $381
|
3.7K
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
6+ 0.13% |
$297 - $327
|
4.51K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.1% |
$198 - $218
|
3.97K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.03% |
$198 - $218
|
12.6K
$728K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.21% |
$148 - $163
|
1.43K
$82.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$98.9 - $109
|
23.8K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$98.9 - $109
|
6.24K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
2+ 0.01% |
$98.9 - $109
|
27.2K
$1.57M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.83% |
$49.5 - $54.4
|
121
$6.97K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.14% |
$49.5 - $54.4
|
719
$41.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$49.5 - $54.4
|
15.5K
$894K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1- 0.02% |
$49.5 - $54.4
|
6.04K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-13- 0.19% |
$643 - $708
|
6.73K
$387K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-13- 0.06% |
$643 - $708
|
21.7K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-17- 0.09% |
$841 - $925
|
19.8K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-26- 0.05% |
$1.29K - $1.42K
|
49K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-29- 2.4% |
$1.43K - $1.58K
|
1.18K
$67.9K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-45- 0.14% |
$2.23K - $2.45K
|
31.7K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-50- 3.3% |
$2.47K - $2.72K
|
1.47K
$84.5K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-63- 0.28% |
$3.12K - $3.43K
|
22.5K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-65- 0.17% |
$3.21K - $3.54K
|
38.7K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-68- 0.33% |
$3.36K - $3.7K
|
20.7K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-71- 0.11% |
$3.51K - $3.86K
|
62.2K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-73- 0.03% |
$3.61K - $3.97K
|
236K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-86- 2.96% |
$4.25K - $4.68K
|
2.82K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-94- 0.84% |
$4.65K - $5.12K
|
11K
$636K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-96- 0.46% |
$4.75K - $5.23K
|
20.9K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 2.91% |
$5.44K - $5.99K
|
3.67K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-110- 2.68% |
$5.44K - $5.99K
|
3.99K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-119- 0.31% |
$5.88K - $6.48K
|
38.3K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-120- 0.76% |
$5.93K - $6.53K
|
15.6K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-149- 2.27% |
$7.37K - $8.11K
|
6.43K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 0.86% |
$7.42K - $8.16K
|
17.3K
$998K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-156- 0.26% |
$7.71K - $8.49K
|
60.9K
$3.51M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-157- 0.05% |
$7.76K - $8.55K
|
306K
$17.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-188- 0.39% |
$9.3K - $10.2K
|
48.4K
$2.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-199- 0.03% |
$9.84K - $10.8K
|
631K
$36.3M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-203- 1.07% |
$10K - $11K
|
18.7K
$1.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-287- 5.54% |
$14.2K - $15.6K
|
4.9K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-293- 1.44% |
$14.5K - $15.9K
|
20K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-314- 19.11% |
$15.5K - $17.1K
|
1.33K
$76.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-327- 3.55% |
$16.2K - $17.8K
|
8.87K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-331- 0.8% |
$16.4K - $18K
|
41.3K
$2.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-339Closed |
$16.8K - $18.5K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-345- 3.14% |
$17.1K - $18.8K
|
10.6K
$613K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-354- 1.17% |
$17.5K - $19.3K
|
30K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-360- 0.96% |
$17.8K - $19.6K
|
37K
$2.13M
|