Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
6.77K
+ 11.92%
$281K - $314K
63.6K $3.53M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
6.36K
New
$264K - $295K
6.36K $353K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.12K
New
$253K - $284K
6.12K $339K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
6.03K
+ 9.52%
$250K - $280K
69.4K $3.85M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
5.89K
New
$244K - $273K
5.89K $327K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
5.84K
+ 172.42%
$242K - $271K
9.23K $512K
Jul 28, 2023 Q2 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
5.67K
+ 0.9%
$235K - $263K
637K $35.3M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
5.54K
+ 12.46%
$230K - $257K
50K $2.77M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
5.4K
+ 12.74%
$224K - $251K
47.8K $2.65M
Jul 11, 2023 Q2 2023
Pioneer Wealth Management Group

Austin, TX
BUY
 -
5.29K
+ 30.64%
$219K - $245K
22.6K $1.25M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
5.03K
+ 32.44%
$209K - $233K
20.5K $1.14M
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
4.93K
+ 3.67%
$204K - $229K
139K $7.73M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
4.88K
New
$202K - $226K
4.88K $270K
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
4.81K
New
$199K - $223K
4.81K $267K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
4.79K
+ 12.01%
$198K - $222K
44.7K $2.48M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
4.75K
New
$197K - $220K
4.75K $263K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.68K
+ 732.39%
$194K - $217K
5.32K $295K
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
4.61K
+ 11.77%
$191K - $214K
43.7K $2.43M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
4.56K
New
$189K - $211K
4.56K $253K
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
4.47K
+ 1.79%
$185K - $207K
253K $14.1M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
4.28K
New
$177K - $198K
4.28K $237K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.1K
+ 88.33%
$170K - $190K
8.75K $485K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
3.94K
New
$163K - $183K
3.94K $218K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
3.77K
+ 20.39%
$156K - $175K
22.2K $1.23M
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
3.72K
+ 40.73%
$154K - $172K
12.8K $712K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
3.39K
+ 6.01%
$140K - $157K
59.8K $3.31M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
3.28K
+ 26.21%
$136K - $152K
15.8K $875K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.26K
+ 15.2%
$135K - $151K
24.7K $1.37M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.23K
+ 7.64%
$134K - $150K
45.4K $2.52M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
3.13K
+ 19.0%
$130K - $145K
19.6K $1.09M
Jul 13, 2023 Q2 2023
Waypoint Capital Advisors, LLC

BUY
 -
3.03K
+ 41.13%
$126K - $141K
10.4K $577K
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
3.01K
+ 1.66%
$125K - $140K
184K $10.2M
Aug 14, 2023 Q2 2023
Hwg Holdings LP

Houston, TX
BUY
 -
2.98K
New
$123K - $138K
2.98K $165K
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
2.94K
+ 1.91%
$122K - $136K
157K $8.69M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
2.91K
+ 3.68%
$121K - $135K
82.1K $4.55M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.73K
+ 59.97%
$113K - $127K
7.28K $404K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
2.62K
New
$108K - $121K
2.62K $145K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
2.58K
+ 43.33%
$107K - $120K
8.55K $474K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.53K
+ 2.09%
$105K - $117K
124K $6.86M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.41K
+ 0.96%
$99.9K - $112K
253K $14M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.34K
+ 7.12%
$97K - $109K
35.2K $1.95M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.28K
New
$94.6K - $106K
2.28K $127K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
2.27K
+ 1.98%
$94.1K - $105K
117K $6.48M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.23K
+ 4.11%
$92.2K - $103K
56.4K $3.13M
Aug 14, 2023 Q2 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.13K
+ 17.64%
$88.3K - $98.9K
14.2K $788K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.11K
+ 3.88%
$87.4K - $97.9K
56.5K $3.13M
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
2K
+ 18.85%
$83K - $92.9K
12.6K $700K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.93K
+ 335.37%
$79.8K - $89.3K
2.5K $139K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.91K
+ 32.25%
$79.3K - $88.7K
7.84K $435K

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