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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
406+ 12.05% |
$17.3K - $21.6K
|
3.78K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
399+ 3.85% |
$17K - $21.2K
|
10.8K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
304New |
$13K - $16.1K
|
304
$17.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
288New |
$12.3K - $15.3K
|
288
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.49% |
$11.4K - $14.1K
|
54.9K
$3.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
241+ 0.32% |
$10.3K - $12.8K
|
76.4K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
234+ 0.32% |
$9.99K - $12.4K
|
74.4K
$4.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
214New |
$9.14K - $11.4K
|
214
$12.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$8.54K - $10.6K
|
200
$11.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
191New |
$8.16K - $10.1K
|
191
$11K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
190+ 33.39% |
$8.11K - $10.1K
|
759
$43.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
185+ 0.57% |
$7.9K - $9.82K
|
32.6K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
155+ 3.33% |
$6.62K - $8.23K
|
4.81K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
155+ 0.26% |
$6.62K - $8.23K
|
60.2K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
133+ 0.28% |
$5.68K - $7.06K
|
46.9K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
120New |
$5.13K - $6.37K
|
120
$6.91K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
103+ 0.06% |
$4.4K - $5.47K
|
174K
$10M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
102+ 0.25% |
$4.36K - $5.42K
|
41.1K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
85+ 0.34% |
$3.63K - $4.51K
|
25.4K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84New |
$3.59K - $4.46K
|
84
$4.83K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$3.54K - $4.41K
|
83
$4.78K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
79New |
$3.37K - $4.19K
|
79
$4.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
77+ 2.91% |
$3.29K - $4.09K
|
2.72K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
76+ 0.38% |
$3.25K - $4.03K
|
19.8K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
75+ 0.62% |
$3.2K - $3.98K
|
12.1K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
67+ 24.63% |
$2.86K - $3.56K
|
339
$19.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 16.3% |
$2.86K - $3.56K
|
478
$27.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
62+ 0.69% |
$2.65K - $3.29K
|
9.04K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
60+ 0.38% |
$2.56K - $3.19K
|
15.8K
$906K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
40+ 0.31% |
$1.71K - $2.12K
|
13K
$745K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.48% |
$1.71K - $2.12K
|
8.31K
$478K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
35New |
$1.49K - $1.86K
|
35
$2.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
33+ 0.38% |
$1.41K - $1.75K
|
8.7K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
32+ 0.38% |
$1.37K - $1.7K
|
8.44K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
27+ 0.38% |
$1.15K - $1.43K
|
7.06K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.15K - $1.43K
|
7.12K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
22+ 0.38% |
$940 - $1.17K
|
5.87K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
22+ 0.38% |
$940 - $1.17K
|
5.81K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
19+ 0.23% |
$811 - $1.01K
|
8.45K
$486K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
18+ 0.1% |
$769 - $956
|
18K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$726 - $903
|
6.04K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 0.38% |
$598 - $743
|
3.69K
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 0.24% |
$470 - $584
|
4.51K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9+ 0.06% |
$384 - $478
|
14.8K
$854K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.43% |
$342 - $425
|
1.85K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8+ 0.1% |
$342 - $425
|
8.02K
$461K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.06% |
$299 - $372
|
12.6K
$727K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.14% |
$299 - $372
|
5.18K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$299 - $372
|
7
$403
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6+ 0.02% |
$256 - $319
|
25.7K
$1.48M
|