Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
6
+ 0.42%
$256 - $319
1.42K $81.9K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
5
+ 0.02%
$214 - $265
23.8K $1.37M
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
4
+ 0.42%
$171 - $212
947 $54.5K
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

BUY
 -
4
+ 0.04%
$171 - $212
10.6K $613K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
3
+ 0.02%
$128 - $159
15.5K $893K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
3
+ 0.01%
$128 - $159
38.7K $2.23M
Feb 06, 2024 Q4 2023
Verus Financial Partners, Inc.

BUY
 -
2
+ 0.03%
$85.4 - $106
6.24K $359K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
1
+ 0.01%
$42.7 - $53.1
14.3K $825K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
1
+ 0.01%
$42.7 - $53.1
9.2K $529K
Feb 14, 2024 Q4 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
0
New
$0 - $0
0 $0
Apr 09, 2024 Q4 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-8
- 0.17%
$342 - $425
4.82K $278K
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

SELL
 -
-19
- 0.88%
$811 - $1.01K
2.14K $123K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-20
- 0.87%
$854 - $1.06K
2.29K $132K
Feb 14, 2024 Q4 2023
Gibson Capital, LLC

Wexford, PA
SELL
 -
-45
- 0.04%
$1.92K - $2.39K
102K $5.86M
Jan 29, 2024 Q4 2023
Htg Investment Advisors, Inc.

New Canaan, CT
SELL
 -
-57
- 0.77%
$2.43K - $3.03K
7.33K $422K
Dec 05, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-84
- 0.96%
$3.59K - $4.46K
8.7K $501K
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-88
- 0.23%
$3.76K - $4.67K
37.4K $2.15M
Feb 14, 2024 Q4 2023
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-90
- 0.51%
$3.84K - $4.78K
17.6K $1.01M
Jan 08, 2024 Q4 2023
Mc Lean Asset Management Corp

SELL
 -
-93
- 0.04%
$3.97K - $4.94K
259K $14.9M
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-103
- 4.5%
$4.4K - $5.47K
2.19K $126K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

SELL
 -
-104
- 0.79%
$4.44K - $5.52K
13.1K $752K
Feb 09, 2024 Q4 2023
Gem Asset Management, LLC

Plymouth, MI
SELL
 -
-108
- 1.76%
$4.61K - $5.73K
6.04K $348K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-112
- 5.01%
$4.78K - $5.95K
2.13K $122K
Feb 12, 2024 Q4 2023
Mattern Wealth Management LLC

SELL
 -
-112
- 0.28%
$4.78K - $5.95K
40K $2.3M
Jan 05, 2024 Q4 2023
Pacifica Partners Inc.

SELL
 -
-116
- 2.67%
$4.95K - $6.16K
4.22K $243K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-130
- 2.9%
$5.55K - $6.9K
4.35K $250K
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-131
- 0.48%
$5.6K - $6.95K
27.1K $1.56M
Jan 26, 2024 Q4 2023
Financial Connections Group, Inc.

SELL
 -
-131
- 9.78%
$5.6K - $6.95K
1.21K $69.6K
Jun 27, 2024 Q4 2023
Hfg Wealth Management, LLC

The Woodlands, TX
SELL
 -
-146
- 0.45%
$6.24K - $7.75K
32.3K $1.86M
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

SELL
 -
-172
- 0.73%
$7.35K - $9.13K
23.3K $1.34M
Jan 29, 2024 Q4 2023
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-182
- 0.07%
$7.77K - $9.66K
257K $14.8M
Jan 25, 2024 Q4 2023
Sol Capital Management CO

SELL
 -
-200
- 0.41%
$8.54K - $10.6K
48.5K $2.79M
Jan 31, 2024 Q4 2023
Castle Wealth Management LLC

SELL
 -
-200
- 3.08%
$8.54K - $10.6K
6.28K $362K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

SELL
 -
-204
- 1.66%
$8.71K - $10.8K
12.1K $697K
Jan 25, 2024 Q4 2023
Meredith Wealth Planning

Maryville, IL
SELL
 -
-205
- 1.03%
$8.76K - $10.9K
19.8K $1.14M
Feb 08, 2024 Q4 2023
Quarry Hill Advisors, LLC

St Paul, MN
SELL
 -
-257
- 0.94%
$11K - $13.6K
27.2K $1.57M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-263
- 2.74%
$11.2K - $14K
9.35K $538K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-267
- 2.39%
$11.4K - $14.2K
10.9K $628K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-276
- 0.23%
$11.8K - $14.7K
119K $6.86M
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-288
- 28.63%
$12.3K - $15.3K
718 $41.3K
Feb 13, 2024 Q4 2023
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-305
- 2.53%
$13K - $16.2K
11.7K $675K
Feb 14, 2024 Q4 2023
Jentner Corp

SELL
 -
-398
- 0.8%
$17K - $21.1K
49.3K $2.84M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-417
- 2.9%
$17.8K - $22.1K
14K $805K
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

SELL
 -
-417
- 0.3%
$17.8K - $22.1K
140K $8.04M
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-430
- 6.18%
$18.4K - $22.8K
6.53K $376K
Feb 14, 2024 Q4 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-437
- 1.39%
$18.7K - $23.2K
31K $1.78M
Feb 08, 2024 Q4 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-443
- 24.35%
$18.9K - $23.5K
1.38K $79.2K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-520
- 20.05%
$22.2K - $27.6K
2.07K $119K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-520
- 20.05%
$22.2K - $27.6K
2.07K $119K

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