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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 0.46% |
$528K - $656K
|
2.71M
$156M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12.3KNew |
$525K - $653K
|
12.3K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$516K - $642K
|
12.1K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
12KNew |
$514K - $639K
|
12K
$693K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11.5K+ 27.57% |
$493K - $613K
|
53.4K
$3.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11.4K+ 17.91% |
$486K - $604K
|
74.9K
$4.31M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.9K+ 1.1% |
$467K - $580K
|
1.01M
$58M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.7K+ 13.35% |
$457K - $568K
|
90.8K
$5.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10.6K+ 2.77% |
$453K - $564K
|
393K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 16.89% |
$442K - $549K
|
71.6K
$4.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$442K - $549K
|
10.3K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.3KNew |
$440K - $547K
|
10.3K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$440K - $547K
|
10.3K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3K+ 0.38% |
$440K - $547K
|
2.75M
$158M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
10.2K+ 30.26% |
$437K - $543K
|
44.1K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.1K+ 5.04% |
$433K - $538K
|
211K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 71.16% |
$432K - $537K
|
24.3K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
10.1KNew |
$431K - $536K
|
10.1K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.1KNew |
$430K - $535K
|
10.1K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 2.83% |
$429K - $534K
|
365K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.87K+ 17.77% |
$422K - $524K
|
65.4K
$3.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.8KNew |
$419K - $520K
|
9.8K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.56K+ 87.35% |
$408K - $508K
|
20.5K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 3.95% |
$401K - $499K
|
247K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9.33K+ 55.64% |
$398K - $495K
|
26.1K
$1.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
9.03KNew |
$386K - $480K
|
9.03K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.01KNew |
$385K - $478K
|
9.01K
$519K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
8.98KNew |
$384K - $477K
|
8.98K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
8.94K+ 1.79% |
$382K - $475K
|
508K
$29.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8.9K+ 6.27% |
$380K - $472K
|
151K
$8.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.65K+ 130.28% |
$369K - $459K
|
15.3K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.58KNew |
$367K - $456K
|
8.58K
$494K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.55K+ 25.45% |
$365K - $454K
|
42.1K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.45K+ 88.44% |
$361K - $448K
|
18K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.77K+ 3.73% |
$332K - $412K
|
216K
$12.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.65K+ 8.06% |
$327K - $406K
|
103K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.53KNew |
$321K - $400K
|
7.53K
$433K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.5K+ 70.33% |
$320K - $398K
|
18.2K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.46KNew |
$319K - $396K
|
7.46K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.4K+ 7551.02% |
$316K - $393K
|
7.5K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.38K+ 20.78% |
$315K - $392K
|
42.9K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7.3KNew |
$312K - $388K
|
7.3K
$420K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7.15KNew |
$305K - $380K
|
7.15K
$412K
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
6.98KNew |
$298K - $370K
|
6.98K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.74KNew |
$288K - $358K
|
6.74K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.69K+ 33.41% |
$286K - $355K
|
26.7K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.55K+ 52.49% |
$280K - $347K
|
19K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
6.53K+ 81.19% |
$279K - $347K
|
14.6K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.3KNew |
$269K - $334K
|
6.3K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.2KNew |
$265K - $329K
|
6.2K
$357K
|