Purchases and Sales Made in Q1 2024 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 Q1 2024. 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
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
12
+ 0.2%
$593 - $653
5.88K $306K
May 13, 2024 Q1 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
11
+ 0.2%
$544 - $599
5.43K $282K
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
10
+ 0.22%
$495 - $544
4.64K $241K
Apr 12, 2024 Q1 2024
Lbmc Investment Advisors, LLC

BUY
 -
9
+ 0.11%
$445 - $490
8.46K $440K
Apr 24, 2024 Q1 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
9
+ 0.06%
$445 - $490
14.3K $741K
May 13, 2024 Q1 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
7
+ 0.19%
$346 - $381
3.7K $192K
Apr 10, 2024 Q1 2024
Ridgewood Investments LLC

BUY
 -
6
+ 0.13%
$297 - $327
4.51K $235K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
4
+ 0.03%
$198 - $218
12.6K $657K
May 02, 2024 Q1 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
4
+ 0.1%
$198 - $218
3.97K $206K
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
3
+ 0.21%
$148 - $163
1.43K $74.1K
May 07, 2024 Q1 2024
Verus Financial Partners, Inc.

BUY
 -
2
+ 0.03%
$98.9 - $109
6.24K $325K
Apr 30, 2024 Q1 2024
Jfs Wealth Advisors, LLC

BUY
 -
2
+ 0.01%
$98.9 - $109
23.8K $1.24M
Apr 15, 2024 Q1 2024
Falcon Wealth Planning

BUY
 -
1
+ 0.01%
$49.5 - $54.4
15.5K $807K
May 14, 2024 Q1 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
1
+ 0.14%
$49.5 - $54.4
719 $37.4K
May 16, 2024 Q1 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 0.83%
$49.5 - $54.4
121 $6.29K
Apr 30, 2024 Q1 2024
Gem Asset Management, LLC

Plymouth, MI
SELL
 -
-1
- 0.02%
$49.5 - $54.4
6.04K $314K
May 14, 2024 Q1 2024
Km Capital Management Ltd.

Austin, TX
SELL
 -
-13
- 0.19%
$643 - $708
6.73K $350K
Apr 02, 2024 Q1 2024
Peirce Capital Management, LLC

The Woodlands, TX
SELL
 -
-13
- 0.06%
$643 - $708
21.7K $1.13M
Apr 23, 2024 Q1 2024
Meredith Wealth Planning

Maryville, IL
SELL
 -
-17
- 0.09%
$841 - $925
19.8K $1.03M
May 14, 2024 Q1 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
SELL
 -
-26
- 0.05%
$1.29K - $1.42K
49K $2.54M
May 03, 2024 Q1 2024
Financial Connections Group, Inc.

SELL
 -
-29
- 2.4%
$1.43K - $1.58K
1.18K $61.3K
May 13, 2024 Q1 2024
Schubert & CO

SELL
 -
-45
- 0.14%
$2.23K - $2.45K
31.7K $1.65M
May 13, 2024 Q1 2024
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
SELL
 -
-50
- 3.3%
$2.47K - $2.72K
1.47K $76.3K
May 07, 2024 Q1 2024
Sanctuary Wealth Management, L.L.C.

SELL
 -
-63
- 0.28%
$3.12K - $3.43K
22.5K $1.17M
May 08, 2024 Q1 2024
Abel Hall, LLC

Baton Rouge, LA
SELL
 -
-65
- 0.17%
$3.21K - $3.54K
38.7K $2.01M
May 08, 2024 Q1 2024
Mb Generational Wealth, LLC

Spokane, WA
SELL
 -
-68
- 0.33%
$3.36K - $3.7K
20.7K $1.08M
May 01, 2024 Q1 2024
Klingman & Associates, LLC

SELL
 -
-71
- 0.11%
$3.51K - $3.86K
62.2K $3.23M
May 15, 2024 Q1 2024
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-73
- 0.03%
$3.61K - $3.97K
236K $12.3M
May 13, 2024 Q1 2024
National Bank Of Canada

SELL
 -
-86
- 2.96%
$4.25K - $4.68K
2.82K $147K
Apr 16, 2024 Q1 2024
Five Oceans Advisors

SELL
 -
-94
- 0.84%
$4.65K - $5.12K
11K $574K
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-96
- 0.46%
$4.75K - $5.23K
20.9K $1.09M
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-110
- 2.91%
$5.44K - $5.99K
3.67K $191K
Apr 29, 2024 Q1 2024
Mokosak Advisory Group, LLC

SELL
 -
-110
- 2.68%
$5.44K - $5.99K
3.99K $207K
Apr 30, 2024 Q1 2024
Bridgewater Advisors Inc.

SELL
 -
-119
- 0.31%
$5.88K - $6.48K
38.3K $1.99M
Apr 17, 2024 Q1 2024
Advisory Services & Investments, LLC

SELL
 -
-120
- 0.76%
$5.93K - $6.53K
15.6K $812K
May 14, 2024 Q1 2024
Wedbush Securities Inc

SELL
 -
-149
- 2.27%
$7.37K - $8.11K
6.43K $334K
May 10, 2024 Q1 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-150
- 0.86%
$7.42K - $8.16K
17.3K $901K
Apr 22, 2024 Q1 2024
Physician Wealth Solutions Inc.

North Las Vegas, NV
SELL
 -
-156
- 0.26%
$7.71K - $8.49K
60.9K $3.17M
Nov 14, 2024 Q1 2024
Triune Financial Partners, LLC

Overland Park, KS
SELL
 -
-157
- 0.05%
$7.76K - $8.55K
306K $15.9M
Apr 24, 2024 Q1 2024
Sol Capital Management CO

SELL
 -
-188
- 0.39%
$9.3K - $10.2K
48.4K $2.51M
Apr 24, 2024 Q1 2024
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-199
- 0.03%
$9.84K - $10.8K
631K $32.8M
May 07, 2024 Q1 2024
Vannoy Advisory Group, Inc.

Round Rock, TX
SELL
 -
-203
- 1.07%
$10K - $11K
18.7K $971K
Apr 09, 2024 Q1 2024
Ellenbecker Investment Group

SELL
 -
-287
- 5.54%
$14.2K - $15.6K
4.9K $254K
Apr 24, 2024 Q1 2024
Intergy Private Wealth, LLC

SELL
 -
-293
- 1.44%
$14.5K - $15.9K
20K $1.04M
May 13, 2024 Q1 2024
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-314
- 19.11%
$15.5K - $17.1K
1.33K $69.1K
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

SELL
 -
-327
- 3.55%
$16.2K - $17.8K
8.87K $461K
May 15, 2024 Q1 2024
Townsquare Capital LLC

SELL
 -
-331
- 0.8%
$16.4K - $18K
41.3K $2.14M
Apr 23, 2024 Q1 2024
Gradient Investments LLC

SELL
 -
-339
Closed
$16.8K - $18.5K
0 $0
Apr 17, 2024 Q1 2024
Wood Trust Financial Corp

SELL
 -
-345
- 3.14%
$17.1K - $18.8K
10.6K $553K

Track Institutional and Insider Activities on DFAT

Follow DIMENSIONAL ETF TR U S TARGET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAT shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Target insider buys or sells DFAT shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S TARGET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAT