Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
64+ 0.19% |
$2.65K - $2.97K
|
33K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51+ 2.86% |
$2.11K - $2.37K
|
1.84K
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50+ 3.67% |
$2.07K - $2.32K
|
1.41K
$81.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
49+ 0.31% |
$2.03K - $2.27K
|
15.7K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
40+ 0.33% |
$1.66K - $1.86K
|
12K
$691K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
38+ 0.44% |
$1.57K - $1.76K
|
8.74K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 0.43% |
$1.53K - $1.72K
|
8.63K
$497K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
36+ 0.43% |
$1.49K - $1.67K
|
8.37K
$482K
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
35+ 0.44% |
$1.45K - $1.62K
|
8.02K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32+ 6.34% |
$1.33K - $1.48K
|
537
$30.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
31+ 0.44% |
$1.28K - $1.44K
|
7.07K
$407K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
30+ 0.15% |
$1.24K - $1.39K
|
20.3K
$1.17M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
29+ 0.24% |
$1.2K - $1.35K
|
12.1K
$698K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
27+ 0.06% |
$1.12K - $1.25K
|
42.5K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
25+ 0.43% |
$1.04K - $1.16K
|
5.82K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21+ 0.25% |
$870 - $974
|
8.41K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 0.44% |
$663 - $742
|
3.66K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
13+ 0.29% |
$539 - $603
|
4.49K
$258K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.16% |
$332 - $371
|
5.17K
$298K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.03% |
$290 - $325
|
22.6K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$249 - $278
|
23.8K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.43% |
$166 - $186
|
939
$54.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$166 - $186
|
4
$230
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$166 - $186
|
79.4K
$4.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.02% |
$124 - $139
|
15.5K
$893K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.08% |
$82.9 - $92.8
|
2.45K
$141K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.01% |
$82.9 - $92.8
|
17.7K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$82.9 - $92.8
|
6.24K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$41.4 - $46.4
|
14.3K
$826K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$41.4 - $46.4
|
6.96K
$400K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 0.88% |
$41.4 - $46.4
|
112
$6.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-17- 0.14% |
$704 - $789
|
12.4K
$714K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 0.81% |
$704 - $789
|
2.07K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.05% |
$829 - $928
|
37K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-31- 0.06% |
$1.28K - $1.44K
|
55.4K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35- 1.09% |
$1.45K - $1.62K
|
3.18K
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-36- 0.27% |
$1.49K - $1.67K
|
13.2K
$758K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-40- 1.22% |
$1.66K - $1.86K
|
3.25K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 1.71% |
$1.91K - $2.13K
|
2.65K
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-52- 0.86% |
$2.15K - $2.41K
|
6.01K
$346K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-53- 0.25% |
$2.2K - $2.46K
|
20.9K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-74- 0.57% |
$3.07K - $3.43K
|
12.9K
$744K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-75- 0.07% |
$3.11K - $3.48K
|
102K
$5.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.71% |
$3.11K - $3.48K
|
1.52K
$87.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-75- 1.03% |
$3.11K - $3.48K
|
7.18K
$413K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-77- 0.36% |
$3.19K - $3.57K
|
21.4K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-81- 1.14% |
$3.36K - $3.76K
|
7.02K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-92- 0.05% |
$3.81K - $4.27K
|
196K
$11.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.26% |
$4.14K - $4.64K
|
4.32K
$249K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.26% |
$4.14K - $4.64K
|
4.32K
$249K
|