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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-9.96K- 0.58% |
$426K - $529K
|
1.71M
$98.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 4.2% |
$443K - $551K
|
236K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.4K- 1.56% |
$446K - $554K
|
659K
$37.9M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-11.1K- 14.19% |
$474K - $590K
|
67.2K
$3.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-11.4K- 2.59% |
$486K - $605K
|
429K
$24.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11.8K- 3.31% |
$503K - $625K
|
344K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.1K- 29.97% |
$518K - $644K
|
28.3K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-12.5K- 0.79% |
$533K - $663K
|
1.57M
$90.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13.1K- 2.37% |
$559K - $694K
|
539K
$31M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-13.6K- 2.59% |
$582K - $723K
|
512K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15.2K- 16.65% |
$648K - $805K
|
75.9K
$4.37M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 19.28% |
$730K - $908K
|
71.6K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.2K- 62.79% |
$775K - $964K
|
10.8K
$619K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19.8K- 5.61% |
$845K - $1.05M
|
333K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.7K- 15.79% |
$929K - $1.15M
|
116K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23.6K- 2.58% |
$1.01M - $1.25M
|
888K
$51.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-24.8K- 70.9% |
$1.06M - $1.32M
|
10.2K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-25.9K- 2.01% |
$1.1M - $1.37M
|
1.26M
$72.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-26.1K- 18.58% |
$1.11M - $1.38M
|
114K
$6.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27K- 4.11% |
$1.15M - $1.43M
|
631K
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 21.08% |
$1.18M - $1.47M
|
104K
$5.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31.9K- 61.16% |
$1.36M - $1.69M
|
20.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-36.8K- 2.21% |
$1.57M - $1.95M
|
1.63M
$93.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-39.1K- 6.97% |
$1.67M - $2.08M
|
522K
$30.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-42K- 4.43% |
$1.79M - $2.23M
|
908K
$52.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-45.7K- 5.03% |
$1.95M - $2.43M
|
863K
$49.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-53.9K- 14.24% |
$2.3M - $2.86M
|
325K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-64.8K- 2.51% |
$2.77M - $3.44M
|
2.52M
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-64.9K- 75.56% |
$2.77M - $3.45M
|
21K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-78.2K- 6.01% |
$3.34M - $4.15M
|
1.22M
$70.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-83K- 44.29% |
$3.55M - $4.41M
|
104K
$6.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.2K- 3.64% |
$3.6M - $4.47M
|
2.23M
$128M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-107K- 43.5% |
$4.57M - $5.68M
|
139K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-109K- 1.37% |
$4.67M - $5.8M
|
7.84M
$451M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-121K- 0.94% |
$5.17M - $6.43M
|
12.7M
$731M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-130K- 22.8% |
$5.55M - $6.9M
|
440K
$25.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-165K- 25.67% |
$7.03M - $8.73M
|
476K
$27.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-282K- 75.65% |
$12.1M - $15M
|
90.9K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-325K- 10.77% |
$13.9M - $17.3M
|
2.69M
$155M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.29M- 96.33% |
$269M - $334M
|
240K
$13.8M
|