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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4.07K- 3.74% |
$201K - $222K
|
105K
$6.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.11K- 2.9% |
$203K - $224K
|
138K
$7.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-4.12K- 5.39% |
$204K - $224K
|
72.3K
$4.14M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.3K- 42.42% |
$212K - $234K
|
5.83K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.31K- 13.21% |
$213K - $234K
|
28.3K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.34K- 1.81% |
$215K - $236K
|
236K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-4.47K- 46.42% |
$221K - $243K
|
5.16K
$296K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-4.59K- 0.96% |
$227K - $250K
|
472K
$27M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.16K- 1.31% |
$255K - $281K
|
388K
$22.2M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.16K- 3.41% |
$255K - $281K
|
146K
$8.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.16K- 2.85% |
$255K - $281K
|
176K
$10.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.33K- 6.31% |
$263K - $290K
|
79.1K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-5.34K- 1.49% |
$264K - $291K
|
352K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.41K- 0.98% |
$268K - $295K
|
546K
$31.3M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.71K- 1.46% |
$282K - $311K
|
386K
$22.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.97K- 58.51% |
$295K - $325K
|
4.23K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-6.11K- 3.41% |
$302K - $332K
|
173K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.87K- 1.56% |
$340K - $374K
|
434K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 7.12% |
$364K - $401K
|
96.2K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.46K- 0.84% |
$369K - $406K
|
881K
$50.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.7K- 2.5% |
$381K - $419K
|
300K
$17.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-8.09K- 1.49% |
$400K - $440K
|
536K
$30.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.64K- 20.52% |
$427K - $470K
|
33.5K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.79K- 2.03% |
$435K - $478K
|
423K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-9.14K- 15.52% |
$452K - $497K
|
49.7K
$2.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.21K- 1.11% |
$455K - $501K
|
818K
$46.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.82K- 7.89% |
$486K - $535K
|
115K
$6.57M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-10.1K- 9.27% |
$501K - $551K
|
99.1K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 5.51% |
$540K - $595K
|
187K
$10.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11.9K- 2.21% |
$586K - $645K
|
525K
$30.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-12K- 3.5% |
$595K - $655K
|
332K
$19M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.1K- 25.2% |
$596K - $656K
|
35.8K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.3K- 8.58% |
$610K - $671K
|
131K
$7.53M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.1K- 2.5% |
$646K - $711K
|
509K
$29.2M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13.7K- 2.54% |
$677K - $746K
|
525K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-13.9K- 1.56% |
$690K - $759K
|
880K
$50.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.4K- 11.32% |
$714K - $786K
|
113K
$6.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-15.8K- 1.36% |
$780K - $859K
|
1.14M
$65.5M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-16.8K- 49.95% |
$829K - $913K
|
16.8K
$963K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-17.8K- 78.04% |
$878K - $967K
|
5K
$286K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-18K- 1.99% |
$891K - $981K
|
889K
$50.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18.5K- 62.93% |
$915K - $1.01M
|
10.9K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-20.7K- 3.17% |
$1.02M - $1.13M
|
633K
$36.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 24.79% |
$1.11M - $1.23M
|
68.3K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-26.7K- 8.5% |
$1.32M - $1.45M
|
287K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-31.5K- 7.44% |
$1.56M - $1.71M
|
392K
$22.4M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-32.3KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-34.4K- 2.73% |
$1.7M - $1.87M
|
1.23M
$70.2M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.8K- 13.4% |
$1.72M - $1.89M
|
225K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-34.8K- 38.34% |
$1.72M - $1.89M
|
56K
$3.21M
|