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 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
40.2K+ 30.65% |
$1.72M - $2.13M
|
171K
$9.85M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
38.7KNew |
$1.65M - $2.06M
|
38.7K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.2K+ 41.11% |
$1.59M - $1.97M
|
128K
$7.34M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35K+ 13.28% |
$1.49M - $1.86M
|
298K
$17.2M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33.1K+ 1.93% |
$1.41M - $1.76M
|
1.75M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
32.9K+ 14.77% |
$1.41M - $1.75M
|
256K
$14.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
31.4K+ 309.65% |
$1.34M - $1.67M
|
41.6K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
31.2K+ 3.76% |
$1.33M - $1.66M
|
862K
$49.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.2KNew |
$1.33M - $1.65M
|
31.2K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30.8K+ 55.8% |
$1.32M - $1.64M
|
86.1K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
28.6K+ 230.19% |
$1.22M - $1.52M
|
41K
$2.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.1K+ 13.26% |
$1.2M - $1.49M
|
240K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
27.9KNew |
$1.19M - $1.48M
|
27.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
26.4KNew |
$1.13M - $1.4M
|
26.4K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.1K+ 3.86% |
$1.12M - $1.39M
|
703K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.9K+ 5.56% |
$1.07M - $1.32M
|
474K
$27.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 327.48% |
$1.02M - $1.27M
|
31.1K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 26.95% |
$1M - $1.25M
|
111K
$6.36M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23.3KNew |
$997K - $1.24M
|
23.3K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 220.39% |
$980K - $1.22M
|
33.3K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21.8KNew |
$929K - $1.16M
|
21.8K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
21.7KNew |
$928K - $1.15M
|
21.7K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
21.6K+ 59.9% |
$922K - $1.15M
|
57.6K
$3.32M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
21.5K+ 3.47% |
$918K - $1.14M
|
642K
$36.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.1K+ 12.16% |
$902K - $1.12M
|
195K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
20.8KNew |
$888K - $1.1M
|
20.8K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 19.12% |
$854K - $1.06M
|
125K
$7.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19.8K+ 3.42% |
$847K - $1.05M
|
600K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
18.9KNew |
$807K - $1M
|
18.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.9K+ 2.74% |
$805K - $1M
|
707K
$40.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$804K - $1M
|
18.8K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
18.8K+ 5.56% |
$804K - $1M
|
358K
$20.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.3KNew |
$784K - $974K
|
18.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
17.5KNew |
$747K - $928K
|
17.5K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16.8K+ 100.39% |
$719K - $893K
|
33.6K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
16.4K+ 7.51% |
$699K - $869K
|
234K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$663K - $824K
|
15.5K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$646K - $803K
|
15.1K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.7K+ 683.78% |
$626K - $779K
|
16.8K
$968K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.6K+ 1.75% |
$623K - $774K
|
849K
$48.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.4K+ 27.3% |
$615K - $764K
|
67.1K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.4K+ 300.86% |
$614K - $764K
|
19.2K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14.2K+ 6.74% |
$607K - $755K
|
225K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.1KNew |
$603K - $750K
|
14.1K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 5.31% |
$594K - $739K
|
276K
$15.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
13.8K+ 12.77% |
$591K - $735K
|
122K
$7.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13.4K+ 4.21% |
$574K - $714K
|
332K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.2% |
$569K - $707K
|
619K
$35.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13KNew |
$554K - $689K
|
13K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
12.6K+ 627.5% |
$536K - $666K
|
14.6K
$837K
|