Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5KNew |
$225K - $249K
|
5K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.95K+ 11.32% |
$223K - $246K
|
48.7K
$2.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.9KNew |
$221K - $244K
|
4.9K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.78KNew |
$215K - $238K
|
4.78K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.49KNew |
$202K - $223K
|
4.49K
$249K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.11K+ 5.53% |
$185K - $204K
|
78.3K
$4.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4.08K+ 1.31% |
$184K - $203K
|
315K
$17.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.07K+ 1800.0% |
$183K - $202K
|
4.29K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.79K+ 19.29% |
$171K - $188K
|
23.4K
$1.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.55K+ 37.93% |
$160K - $176K
|
12.9K
$716K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
3.45K+ 4.88% |
$155K - $171K
|
74.1K
$4.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.25K+ 1.34% |
$146K - $161K
|
246K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.2KNew |
$144K - $159K
|
3.2K
$177K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.18K+ 1.82% |
$143K - $158K
|
177K
$9.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
3.11K+ 23.27% |
$140K - $155K
|
16.5K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.92K+ 0.87% |
$132K - $145K
|
337K
$18.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.87KNew |
$130K - $143K
|
2.87K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.77K+ 434.01% |
$125K - $138K
|
3.41K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.76K+ 58.04% |
$124K - $137K
|
7.51K
$416K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.72K+ 39.48% |
$123K - $135K
|
9.61K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.71K+ 53.02% |
$122K - $134K
|
7.81K
$433K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.7K+ 5.4% |
$122K - $134K
|
52.7K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.61K+ 4.63% |
$118K - $130K
|
59K
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.58K+ 56.42% |
$116K - $128K
|
7.16K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.46K+ 28.72% |
$111K - $122K
|
11K
$610K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.34K+ 2.13% |
$105K - $116K
|
112K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.32K+ 16.31% |
$104K - $115K
|
16.5K
$917K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.26K+ 25.49% |
$102K - $112K
|
11.1K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.15K+ 44.61% |
$96.7K - $107K
|
6.96K
$386K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.06K+ 9.59% |
$92.7K - $102K
|
23.5K
$1.3M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.03K+ 13.75% |
$91.4K - $101K
|
16.8K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 1.47% |
$85.6K - $94.4K
|
131K
$7.28M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
1.83K+ 0.23% |
$82.4K - $90.9K
|
781K
$43.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.72KNew |
$77.6K - $85.6K
|
1.72K
$95.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.71K+ 0.9% |
$77.1K - $85K
|
192K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.69K+ 4.56% |
$76.1K - $83.9K
|
38.7K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.67K+ 2.17% |
$75.3K - $83K
|
78.5K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 12.23% |
$70.3K - $77.5K
|
14.3K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.55K+ 18.1% |
$69.8K - $77K
|
10.1K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.52K+ 18.85% |
$68.3K - $75.3K
|
9.55K
$530K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.41K+ 14.77% |
$63.5K - $70K
|
10.9K
$607K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.3K+ 0.43% |
$58.4K - $64.4K
|
303K
$16.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.27K+ 17.66% |
$57.4K - $63.3K
|
8.48K
$470K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.25K+ 17.31% |
$56.3K - $62.1K
|
8.47K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.23K+ 6.77% |
$55.5K - $61.2K
|
19.4K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$49.8K - $55K
|
1.11K
$61.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.07K+ 7.6% |
$48.2K - $53.1K
|
15.1K
$839K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.07K+ 5.63% |
$48K - $53K
|
20K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.01KNew |
$45.3K - $50K
|
1.01K
$55.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
966+ 0.64% |
$43.5K - $48K
|
152K
$8.42M
|