Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 11, 2023 Q3 2021
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
771
+ 0.1%
$32.1K - $35.3K
777K $40.9M
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

BUY
 -
729
+ 4.81%
$30.4K - $33.4K
15.9K $834K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

BUY
 -
680
+ 61.93%
$28.3K - $31.2K
1.78K $93.5K
Oct 28, 2021 Q3 2021
Huntington National Bank

Columbus, OH
BUY
 -
566
New
$23.6K - $25.9K
566 $29.7K
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
546
+ 9.21%
$22.7K - $25K
6.47K $340K
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
524
New
$21.8K - $24K
524 $27.5K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
518
+ 7.51%
$21.6K - $23.7K
7.42K $390K
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
501
New
$20.9K - $23K
501 $26.3K
Nov 09, 2021 Q3 2021
Sensible Financial Planning & Management, Llc.

BUY
 -
488
+ 0.44%
$20.3K - $22.4K
112K $5.87M
Oct 12, 2021 Q3 2021
Marquette Asset Management, LLC

BUY
 -
477
New
$19.9K - $21.9K
477 $25.1K
Nov 08, 2021 Q3 2021
Addison Advisors LLC

BUY
 -
258
New
$10.7K - $11.8K
258 $13.6K
Nov 02, 2021 Q3 2021
Ironwood Financial, LLC

BUY
 -
230
+ 5.03%
$9.58K - $10.5K
4.8K $252K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
213
+ 4.07%
$8.87K - $9.76K
5.45K $286K
Oct 28, 2021 Q3 2021
Sterling Financial Planning, Inc.

BUY
 -
139
+ 4.22%
$5.79K - $6.37K
3.44K $181K
Nov 02, 2021 Q3 2021
Tfc Financial Management

BUY
 -
135
+ 0.02%
$5.62K - $6.19K
576K $30.3M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
78
+ 0.24%
$3.25K - $3.58K
32.6K $1.71M
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
76
New
$3.17K - $3.48K
76 $3.99K
Nov 15, 2021 Q3 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
67
+ 0.84%
$2.79K - $3.07K
8.09K $425K
Oct 20, 2021 Q3 2021
Zhang Financial LLC

BUY
 -
60
+ 0.25%
$2.5K - $2.75K
24.2K $1.27M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
58
+ 0.2%
$2.42K - $2.66K
29.1K $1.53M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
38
+ 0.04%
$1.58K - $1.74K
90.1K $4.74M
Nov 09, 2021 Q3 2021
Murphy Pohlad Asset Management LLC

BUY
 -
31
+ 0.18%
$1.29K - $1.42K
17.3K $912K
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

BUY
 -
25
+ 0.25%
$1.04K - $1.15K
10K $528K
Nov 01, 2021 Q3 2021
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
24
+ 0.24%
$1K - $1.1K
9.97K $524K
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
24
+ 0.23%
$1K - $1.1K
10.3K $540K
Nov 05, 2021 Q3 2021
Staley Capital Advisers Inc

BUY
 -
20
+ 0.24%
$833 - $917
8.44K $444K
Nov 02, 2021 Q3 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
19
+ 0.22%
$792 - $871
8.53K $448K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
19
+ 1.79%
$792 - $871
1.08K $56.8K
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
18
+ 0.51%
$750 - $825
3.56K $187K
Oct 12, 2021 Q3 2021
Websterrogers Financial Advisors, LLC

BUY
 -
17
+ 0.04%
$708 - $779
40.3K $2.12M
Nov 12, 2021 Q3 2021
North Rock Partners, LLC

BUY
 -
16
+ 0.24%
$667 - $733
6.77K $356K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
16
+ 0.25%
$667 - $733
6.54K $344K
Nov 15, 2021 Q3 2021
Annandale Capital, LLC

Dallas, TX
BUY
 -
15
+ 0.24%
$625 - $688
6.17K $324K
Nov 15, 2021 Q3 2021
Running Point Capital Advisors, LLC

BUY
 -
15
+ 0.19%
$625 - $688
8K $420K
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
13
+ 0.04%
$542 - $596
30.4K $1.6M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
13
+ 0.23%
$542 - $596
5.58K $293K
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
13
+ 0.25%
$542 - $596
5.12K $269K
Oct 12, 2021 Q3 2021
Acropolis Investment Management, LLC

BUY
 -
8
+ 0.21%
$333 - $367
3.82K $201K
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

BUY
 -
6
+ 0.01%
$250 - $275
49.2K $2.59M
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
4
+ 0.21%
$167 - $183
1.89K $99.4K
Nov 01, 2021 Q3 2021
Whittier Trust CO

BUY
 -
3
+ 0.03%
$125 - $138
10.6K $557K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
3
+ 0.33%
$125 - $138
914 $48K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.36%
$83.3 - $91.7
563 $29.6K
Oct 29, 2021 Q3 2021
Verus Financial Partners, Inc.

BUY
 -
2
+ 0.03%
$83.3 - $91.7
6.63K $349K
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
1
+ 0.23%
$41.7 - $45.8
439 $23.1K
Nov 05, 2021 Q3 2021
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
1
+ 0.22%
$41.7 - $45.8
448 $23.5K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-4
- 0.02%
$167 - $183
19.4K $1.02M
Nov 15, 2021 Q3 2021
Jentner Corp

SELL
 -
-25
- 0.04%
$1.04K - $1.15K
64.8K $3.41M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-26
- 18.71%
$1.08K - $1.19K
113 $5.94K

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