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 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.91K
+ 3.36%
$79.2K - $88.7K
58.7K $3.41M
Aug 02, 2023 Q2 2023
Lauterbach Financial Advisors, LLC

BUY
 -
1.86K
+ 0.43%
$77.1K - $86.3K
431K $25M
Aug 08, 2023 Q2 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
1.74K
+ 10.1%
$72.1K - $80.7K
19K $1.1M
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
1.51K
+ 19.16%
$62.4K - $69.8K
9.36K $543K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.46K
+ 8.86%
$60.4K - $67.6K
17.9K $1.04M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.45K
+ 3.93%
$60.2K - $67.4K
38.4K $2.23M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
1.43K
New
$59.4K - $66.5K
1.43K $83.2K
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.43K
+ 15.63%
$59.3K - $66.4K
10.6K $614K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
1.37K
+ 11.99%
$56.6K - $63.3K
12.8K $740K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
1.35K
+ 2.85%
$55.9K - $62.6K
48.7K $2.83M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
1.28K
+ 4.2%
$52.9K - $59.2K
31.6K $1.83M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.2K
+ 2.28%
$49.5K - $55.4K
53.7K $3.12M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.17K
+ 1.91%
$48.4K - $54.2K
62.5K $3.62M
Aug 14, 2023 Q2 2023
Disciplined Equity Management, Inc.

BUY
 -
1.11K
+ 0.34%
$46K - $51.5K
325K $18.8M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1K
+ 5.47%
$41.5K - $46.5K
19.3K $1.12M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
988
New
$40.9K - $45.8K
988 $57.3K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
942
New
$39K - $43.7K
942 $54.6K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
926
+ 0.1%
$38.4K - $43K
925K $53.6M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
918
+ 9.42%
$38K - $42.6K
10.7K $619K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
762
+ 0.2%
$31.6K - $35.3K
376K $21.8M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
723
+ 10.89%
$30K - $33.5K
7.36K $427K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
685
+ 5.58%
$28.4K - $31.8K
13K $752K
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
672
+ 0.35%
$27.8K - $31.2K
191K $11.1M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
650
+ 11.32%
$26.9K - $30.2K
6.39K $371K
Jul 25, 2023 Q2 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
570
+ 9.22%
$23.6K - $26.4K
6.76K $392K
Aug 03, 2023 Q2 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
499
+ 0.44%
$20.7K - $23.1K
115K $6.64M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
440
+ 7.06%
$18.2K - $20.4K
6.67K $387K
Aug 04, 2023 Q2 2023
Hemington Wealth Management

BUY
 -
408
+ 3.63%
$16.9K - $18.9K
11.6K $675K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
400
+ 18.26%
$16.6K - $18.6K
2.59K $150K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
354
+ 5.16%
$14.7K - $16.4K
7.21K $418K
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
334
+ 2.02%
$13.8K - $15.5K
16.8K $976K
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
319
+ 4.86%
$13.2K - $14.8K
6.89K $399K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
303
+ 3.01%
$12.6K - $14.1K
10.4K $601K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
287
New
$11.9K - $13.3K
287 $16.6K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
256
+ 2.43%
$10.6K - $11.9K
10.8K $626K
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
233
New
$9.66K - $10.8K
233 $13.5K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
226
New
$9.37K - $10.5K
226 $13.1K
Aug 11, 2023 Q2 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
146
+ 0.28%
$6.05K - $6.77K
52.7K $3.06M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
134
+ 1.18%
$5.55K - $6.22K
11.5K $666K
Aug 07, 2023 Q2 2023
Dopkins Wealth Management, LLC

BUY
 -
122
+ 0.04%
$5.06K - $5.66K
325K $18.8M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
108
+ 0.39%
$4.48K - $5.01K
27.6K $1.6M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
106
+ 0.88%
$4.39K - $4.92K
12.2K $707K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
91
+ 0.36%
$3.77K - $4.22K
25.6K $1.48M
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

BUY
 -
90
+ 0.53%
$3.73K - $4.18K
17.1K $991K
Jul 14, 2023 Q2 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
88
+ 0.44%
$3.65K - $4.08K
20.1K $1.16M
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
84
+ 0.43%
$3.48K - $3.9K
19.7K $1.14M
Aug 04, 2023 Q2 2023
Schubert & CO

BUY
 -
76
+ 0.18%
$3.15K - $3.53K
41.9K $2.43M
Jul 28, 2023 Q2 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
65
+ 0.04%
$2.69K - $3.02K
148K $8.59M
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
64
+ 0.19%
$2.65K - $2.97K
33K $1.92M

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