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
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.57K+ 3.96% |
$153K - $190K
|
93.8K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.44K+ 20.82% |
$147K - $183K
|
20K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.37K+ 34.11% |
$144K - $179K
|
13.3K
$763K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
3.32K+ 38.82% |
$142K - $176K
|
11.9K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11K+ 124.29% |
$133K - $165K
|
5.61K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 2.17% |
$130K - $161K
|
143K
$8.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.03K+ 9.21% |
$129K - $161K
|
35.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.95K+ 23.52% |
$126K - $157K
|
15.5K
$892K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.91KNew |
$124K - $154K
|
2.91K
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.83K+ 0.15% |
$121K - $150K
|
1.87M
$108M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.62K+ 8.96% |
$112K - $139K
|
31.8K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 51.65% |
$108K - $134K
|
7.43K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.51K+ 0.71% |
$107K - $133K
|
358K
$20.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.39KNew |
$102K - $127K
|
2.39K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
2.35K+ 14.27% |
$100K - $125K
|
18.8K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.31KNew |
$98.4K - $122K
|
2.31K
$133K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.2KNew |
$93.7K - $117K
|
2.2K
$126K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 7.12% |
$93.6K - $116K
|
33K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.1K+ 52.41% |
$89.6K - $111K
|
6.1K
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.56K+ 2.79% |
$66.5K - $82.7K
|
57.3K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 23.37% |
$65.7K - $81.7K
|
8.13K
$468K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.45K+ 6.17% |
$61.7K - $76.7K
|
24.9K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.44K+ 0.45% |
$61.6K - $76.6K
|
321K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.3K+ 2.79% |
$55.5K - $69K
|
47.8K
$2.75M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.28K+ 0.86% |
$54.7K - $68K
|
150K
$8.63M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.24K+ 7.38% |
$53K - $65.8K
|
18K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.19K+ 5.93% |
$50.7K - $63.1K
|
21.2K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.18K+ 12.42% |
$50.4K - $62.6K
|
10.7K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.13K+ 3.8% |
$48.3K - $60K
|
30.9K
$1.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 281.82% |
$47.7K - $59.2K
|
1.51K
$87K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.11K+ 0.1% |
$47.2K - $58.7K
|
1.16M
$66.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
969+ 11.42% |
$41.4K - $51.4K
|
9.45K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
881+ 3.03% |
$37.6K - $46.8K
|
30K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
878+ 7.21% |
$37.5K - $46.6K
|
13.1K
$751K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
772+ 0.25% |
$33K - $41K
|
306K
$17.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
757+ 9.18% |
$32.3K - $40.2K
|
9K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
683+ 9.54% |
$29.2K - $36.3K
|
7.84K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
650+ 8.33% |
$27.8K - $34.5K
|
8.46K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
609+ 0.34% |
$26K - $32.3K
|
178K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
538+ 0.61% |
$23K - $28.6K
|
88.9K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
521+ 6.96% |
$22.3K - $27.7K
|
8.01K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
520+ 29.51% |
$22.2K - $27.6K
|
2.28K
$131K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
515+ 0.25% |
$22K - $27.3K
|
210K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
508New |
$21.7K - $27K
|
508
$29.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
491+ 6.72% |
$21K - $26.1K
|
7.8K
$449K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
485+ 0.62% |
$20.7K - $25.7K
|
79K
$4.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
476+ 2.45% |
$20.3K - $25.3K
|
19.9K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
433+ 0.65% |
$18.5K - $23K
|
67.5K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
422+ 3.01% |
$18K - $22.4K
|
14.4K
$830K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
420New |
$17.9K - $22.3K
|
420
$24.2K
|