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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.88KClosed |
$220K - $242K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
SELL
|
- |
-5.08K- 12.13% |
$229K - $253K
|
36.8K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.49K- 61.99% |
$248K - $273K
|
3.37K
$187K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.69K- 2.41% |
$256K - $283K
|
231K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.87K- 98.36% |
$265K - $292K
|
98
$5.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-5.99K- 1.84% |
$270K - $298K
|
319K
$17.7M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.06K- 3.37% |
$273K - $301K
|
174K
$9.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7K- 2.19% |
$316K - $348K
|
312K
$17.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-7.33K- 0.72% |
$330K - $364K
|
1.02M
$56.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.71K- 1.19% |
$347K - $383K
|
641K
$35.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-7.83K- 0.94% |
$353K - $389K
|
828K
$45.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-9.06K- 1.66% |
$408K - $450K
|
537K
$29.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.61K- 1.73% |
$433K - $478K
|
545K
$30.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.3K- 1.83% |
$464K - $512K
|
552K
$30.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10.8K- 9.57% |
$488K - $538K
|
102K
$5.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.1K- 1.2% |
$498K - $550K
|
909K
$50.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-12.5K- 0.72% |
$563K - $620K
|
1.72M
$95.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.3K- 35.88% |
$646K - $713K
|
25.6K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-14.6K- 1.6% |
$656K - $724K
|
898K
$49.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.7K- 3.04% |
$710K - $783K
|
502K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16.9K- 26.63% |
$763K - $842K
|
46.7K
$2.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 1.79% |
$779K - $860K
|
950K
$52.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.6K- 3.04% |
$792K - $874K
|
561K
$31.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19K- 0.69% |
$854K - $942K
|
2.74M
$152M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 6.04% |
$884K - $975K
|
305K
$16.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20.3K- 3.5% |
$916K - $1.01M
|
561K
$31.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-20.7K- 1.23% |
$935K - $1.03M
|
1.66M
$92.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.5K- 3.17% |
$971K - $1.07M
|
658K
$36.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.9K- 23.58% |
$1.26M - $1.39M
|
90.4K
$5.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-29K- 49.36% |
$1.31M - $1.44M
|
29.7K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.9K- 0.24% |
$1.39M - $1.54M
|
12.8M
$711M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.3K- 88.44% |
$1.55M - $1.71M
|
4.49K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.1K- 70.79% |
$2.08M - $2.29M
|
19K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-47.7K- 0.6% |
$2.15M - $2.37M
|
7.95M
$441M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72.4K- 25.69% |
$3.26M - $3.6M
|
209K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-80.1K- 12.74% |
$3.61M - $3.98M
|
549K
$30.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-83.7K- 6.11% |
$3.77M - $4.16M
|
1.29M
$71.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-97.9K- 85.5% |
$4.41M - $4.87M
|
16.6K
$921K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-104K- 66.23% |
$4.68M - $5.16M
|
52.9K
$2.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-107K- 3.98% |
$4.83M - $5.33M
|
2.59M
$143M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-139K- 1.05% |
$6.27M - $6.92M
|
13.1M
$727M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-533K- 16.5% |
$24M - $26.5M
|
2.7M
$150M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.76M- 96.7% |
$79.2M - $87.4M
|
60K
$3.33M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.78M- 66.1% |
$80.2M - $88.4M
|
912K
$50.6M
|