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 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.29K- 1.18% |
$63.7K - $70.2K
|
108K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.29K- 1.38% |
$64K - $70.4K
|
92.5K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.31K- 1.73% |
$64.9K - $71.4K
|
74.6K
$4.29M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 20.97% |
$65.3K - $71.8K
|
4.98K
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.38K- 47.98% |
$68.2K - $75.1K
|
1.5K
$86.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.42K- 5.76% |
$70.4K - $77.5K
|
23.3K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.47K- 18.81% |
$72.5K - $79.8K
|
6.33K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 15.56% |
$72.7K - $80.1K
|
7.98K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.49K- 5.54% |
$73.4K - $80.8K
|
25.3K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.53K- 29.87% |
$75.7K - $83.3K
|
3.6K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 17.05% |
$76K - $83.6K
|
7.48K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.56K- 1.98% |
$77.2K - $85K
|
77.4K
$4.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.59K- 29.17% |
$78.6K - $86.5K
|
3.86K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.6K- 1.4% |
$78.9K - $86.8K
|
113K
$6.48M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.64K- 15.63% |
$81K - $89.2K
|
8.84K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.65K- 0.31% |
$81.4K - $89.6K
|
532K
$30.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.65K- 2.14% |
$81.4K - $89.6K
|
75.4K
$4.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 34.26% |
$85K - $93.5K
|
3.3K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.86K- 1.75% |
$92K - $101K
|
105K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.92K- 23.94% |
$94.8K - $104K
|
6.09K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 3.39% |
$96K - $106K
|
55.4K
$3.19M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.95K- 1.69% |
$96.3K - $106K
|
113K
$6.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.96K- 20.0% |
$96.9K - $107K
|
7.84K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.98K- 8.49% |
$98.1K - $108K
|
21.4K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2K- 17.26% |
$98.9K - $109K
|
9.59K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2K- 36.54% |
$98.9K - $109K
|
3.47K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-2K- 0.2% |
$98.9K - $109K
|
1.01M
$57.9M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-2K- 0.2% |
$98.9K - $109K
|
1.01M
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.02K- 13.3% |
$100K - $110K
|
13.2K
$759K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.07KClosed |
$103K - $113K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.32K- 27.43% |
$115K - $126K
|
6.14K
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.4K- 18.98% |
$119K - $131K
|
10.2K
$590K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.46K- 3.13% |
$122K - $134K
|
76.2K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.53K- 14.45% |
$125K - $138K
|
15K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 13.81% |
$129K - $142K
|
16.2K
$934K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-2.62K- 2.95% |
$130K - $143K
|
86.2K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.76K- 8.35% |
$136K - $150K
|
30.2K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2.81K- 0.96% |
$139K - $153K
|
291K
$16.7M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.82K- 23.32% |
$139K - $153K
|
9.27K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 9.23% |
$142K - $156K
|
28.2K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.94K- 0.98% |
$145K - $160K
|
298K
$17.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.03K- 0.59% |
$150K - $165K
|
509K
$29.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.04K- 1.36% |
$150K - $165K
|
220K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.19K- 7.02% |
$158K - $174K
|
42.2K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.45K- 2.42% |
$171K - $188K
|
139K
$8.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.56K- 2.18% |
$176K - $194K
|
160K
$9.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.57K- 4.02% |
$176K - $194K
|
85.1K
$4.9M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.68K- 3.44% |
$182K - $200K
|
103K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.81K- 2.19% |
$188K - $207K
|
170K
$9.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.07K- 1.57% |
$201K - $221K
|
254K
$14.7M
|