Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.91MNew |
$81.6M - $101M
|
1.91M
$110M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
934KNew |
$39.9M - $49.6M
|
934K
$53.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
616K+ 234.24% |
$26.3M - $32.7M
|
878K
$50.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
558KNew |
$23.8M - $29.6M
|
558K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
535K+ 4.08% |
$22.8M - $28.4M
|
13.6M
$785M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
534KNew |
$22.8M - $28.4M
|
534K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
488KNew |
$20.8M - $25.9M
|
488K
$28.1M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
435KNew |
$18.6M - $23.1M
|
435K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
433KNew |
$18.5M - $23M
|
433K
$24.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
422K+ 31.18% |
$18M - $22.4M
|
1.77M
$102M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
325K+ 6.37% |
$13.9M - $17.3M
|
5.43M
$313M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
303KNew |
$12.9M - $16.1M
|
303K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
271KNew |
$11.6M - $14.4M
|
271K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
224K+ 8.34% |
$9.58M - $11.9M
|
2.92M
$168M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
220K+ 2.46% |
$9.38M - $11.7M
|
9.17M
$528M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217K+ 368.14% |
$9.28M - $11.5M
|
276K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
209KNew |
$8.93M - $11.1M
|
209K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
203K+ 335.73% |
$8.65M - $10.8M
|
263K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
201K+ 1055.99% |
$8.57M - $10.7M
|
220K
$12.6M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
189K+ 12.42% |
$8.07M - $10M
|
1.71M
$98.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
183K+ 1807.89% |
$7.81M - $9.7M
|
193K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
150KNew |
$6.41M - $7.97M
|
150K
$8.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
150KNew |
$6.41M - $7.96M
|
150K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
148KNew |
$6.3M - $7.84M
|
148K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
118KNew |
$5.03M - $6.25M
|
118K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
104KNew |
$4.45M - $5.53M
|
104K
$5.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
94.2K+ 7.13% |
$4.02M - $5M
|
1.42M
$81.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.2K+ 651.21% |
$3.98M - $4.95M
|
107K
$6.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
91.5KNew |
$3.91M - $4.86M
|
91.5K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
84K+ 32.04% |
$3.59M - $4.46M
|
346K
$19.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77.9K+ 131.66% |
$3.33M - $4.14M
|
137K
$7.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
75.7K+ 361.47% |
$3.23M - $4.02M
|
96.7K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
69.3KNew |
$2.96M - $3.68M
|
69.3K
$3.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
61.1KNew |
$2.61M - $3.24M
|
61.1K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
61K+ 29.59% |
$2.61M - $3.24M
|
267K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
60.9KNew |
$2.6M - $3.23M
|
60.9K
$3.51M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
58.9KNew |
$2.51M - $3.13M
|
58.9K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
58K+ 79.82% |
$2.48M - $3.08M
|
131K
$7.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
57.6K+ 15.22% |
$2.46M - $3.06M
|
436K
$25.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57.6K+ 4.78% |
$2.46M - $3.06M
|
1.26M
$72.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.4K+ 48.06% |
$2.41M - $2.99M
|
174K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.7K+ 8.36% |
$2.29M - $2.85M
|
696K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.2M - $2.74M
|
51.5K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
49.9K+ 14.72% |
$2.13M - $2.65M
|
389K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
48.5KNew |
$2.07M - $2.58M
|
48.5K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.4K+ 1000.11% |
$1.98M - $2.46M
|
51K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
45.4K+ 38.45% |
$1.94M - $2.41M
|
163K
$9.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.3KNew |
$1.85M - $2.3M
|
43.3K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
41.7K+ 444.35% |
$1.78M - $2.21M
|
51.1K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
41.5KNew |
$1.77M - $2.2M
|
41.5K
$2.39M
|