Purchases and Sales Made in Q1 2024 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 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 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-354- 1.17% |
$17.5K - $19.3K
|
30K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-360- 0.96% |
$17.8K - $19.6K
|
37K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-369- 8.99% |
$18.2K - $20.1K
|
3.74K
$194K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-369- 0.36% |
$18.2K - $20.1K
|
102K
$5.28M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-371- 3.34% |
$18.3K - $20.2K
|
10.8K
$559K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-380- 4.07% |
$18.8K - $20.7K
|
8.97K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-391- 4.32% |
$19.3K - $21.3K
|
8.65K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-394- 51.91% |
$19.5K - $21.4K
|
365
$19K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-480- 34.88% |
$23.7K - $26.1K
|
896
$46.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-480- 7.64% |
$23.7K - $26.1K
|
5.8K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-504- 8.13% |
$24.9K - $27.4K
|
5.7K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-511- 1.05% |
$25.3K - $27.8K
|
48.1K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-547- 1.77% |
$27K - $29.8K
|
30.4K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-554- 3.82% |
$27.4K - $30.2K
|
13.9K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-558- 5.29% |
$27.6K - $30.4K
|
10K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-568- 0.2% |
$28.1K - $30.9K
|
284K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-578- 2.04% |
$28.6K - $31.5K
|
27.7K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-600- 0.27% |
$29.7K - $32.7K
|
225K
$11.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-600- 0.43% |
$29.7K - $32.7K
|
139K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-618- 6.14% |
$30.6K - $33.6K
|
9.45K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-630- 1.28% |
$31.2K - $34.3K
|
48.6K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-677- 0.82% |
$33.5K - $36.8K
|
81.8K
$4.25M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-695- 0.49% |
$34.4K - $37.8K
|
143K
$7.41M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-700- 5.9% |
$34.6K - $38.1K
|
11.2K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-708- 10.66% |
$35K - $38.5K
|
5.93K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-728- 1.65% |
$36K - $39.6K
|
43.3K
$2.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-744- 2.27% |
$36.8K - $40.5K
|
32.1K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-758- 2.99% |
$37.5K - $41.3K
|
24.6K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-784- 5.32% |
$38.8K - $42.7K
|
14K
$726K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-799- 0.25% |
$39.5K - $43.5K
|
320K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-805- 3.66% |
$39.8K - $43.8K
|
21.2K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-820- 35.81% |
$40.5K - $44.6K
|
1.47K
$76.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-825- 2.75% |
$40.8K - $44.9K
|
29.1K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-837- 6.81% |
$41.4K - $45.6K
|
11.5K
$596K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-843- 0.98% |
$41.7K - $45.9K
|
85.6K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-844- 5.44% |
$41.7K - $45.9K
|
14.7K
$762K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-852- 2.51% |
$42.1K - $46.4K
|
33K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-897- 3.53% |
$44.4K - $48.8K
|
24.5K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 7.24% |
$49.7K - $54.7K
|
12.9K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.06K- 21.24% |
$52.4K - $57.7K
|
3.93K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 0.9% |
$52.8K - $58.1K
|
118K
$6.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.09K- 2.76% |
$53.9K - $59.3K
|
38.4K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.1K- 1.81% |
$54.5K - $60K
|
59.8K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.1K- 1.58% |
$54.6K - $60.1K
|
68.8K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.94% |
$57.7K - $63.5K
|
11.9K
$618K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.18K- 11.05% |
$58.4K - $64.2K
|
9.5K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 3.79% |
$60.1K - $66.1K
|
30.9K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1.22K- 20.98% |
$60.3K - $66.4K
|
4.59K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.22K- 1.54% |
$60.3K - $66.4K
|
78.1K
$4.06M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.26K- 57.45% |
$62.4K - $68.6K
|
934
$48.5K
|