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 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.44M+ 7037.9% |
$290M - $320M
|
6.53M
$376M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3M+ 22335.24% |
$104M - $115M
|
2.31M
$133M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.77M+ 190.88% |
$79.6M - $87.8M
|
2.69M
$155M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
599K+ 7.18% |
$27M - $29.8M
|
8.95M
$515M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
447K+ 9.58% |
$20.1M - $22.2M
|
5.11M
$294M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
417K+ 173.14% |
$18.8M - $20.7M
|
658K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
314KNew |
$14.2M - $15.6M
|
314K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
294K+ 27.8% |
$13.3M - $14.6M
|
1.35M
$77.9M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
279K+ 22.41% |
$12.6M - $13.8M
|
1.52M
$87.5M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
263KNew |
$11.9M - $13.1M
|
263K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
234K+ 21.93% |
$10.5M - $11.6M
|
1.3M
$74.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
231K+ 9.37% |
$10.4M - $11.5M
|
2.69M
$155M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
152KNew |
$6.84M - $7.54M
|
152K
$8.73M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122K+ 11.29% |
$5.51M - $6.08M
|
1.21M
$69.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
108KNew |
$4.89M - $5.39M
|
108K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108K+ 1123.61% |
$4.86M - $5.36M
|
117K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92.9K+ 93.13% |
$4.19M - $4.62M
|
193K
$11.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
89.5K+ 7.26% |
$4.03M - $4.45M
|
1.32M
$76M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
79.1K+ 4.42% |
$3.56M - $3.93M
|
1.87M
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.5K+ 11.78% |
$3.18M - $3.51M
|
670K
$38.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
63.7K+ 23.16% |
$2.87M - $3.17M
|
339K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61K+ 140.24% |
$2.75M - $3.03M
|
105K
$6.02M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
59.7K+ 112.81% |
$2.69M - $2.97M
|
113K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
54K+ 16.63% |
$2.44M - $2.69M
|
379K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4KNew |
$2.4M - $2.65M
|
53.4K
$3.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
51.1K+ 15.61% |
$2.3M - $2.54M
|
378K
$21.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 9.15% |
$2.13M - $2.34M
|
563K
$32.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 21.6% |
$2.1M - $2.31M
|
262K
$15.1M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
39.9K+ 6.88% |
$1.8M - $1.98M
|
620K
$35.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
37.4K+ 106.25% |
$1.69M - $1.86M
|
72.7K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
36.6KNew |
$1.65M - $1.82M
|
36.6K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
35.7K+ 19.08% |
$1.61M - $1.78M
|
223K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 8.48% |
$1.58M - $1.74M
|
449K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.4K+ 19.41% |
$1.55M - $1.71M
|
212K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
33.5K+ 89.49% |
$1.51M - $1.67M
|
71K
$4.08M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32.9KNew |
$1.48M - $1.63M
|
32.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
32.1K+ 11.16% |
$1.45M - $1.59M
|
319K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.6K+ 54.22% |
$1.38M - $1.52M
|
87.1K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6K+ 12.12% |
$1.38M - $1.52M
|
283K
$16.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
28.9K+ 1.71% |
$1.3M - $1.43M
|
1.71M
$98.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 8.53% |
$1.26M - $1.39M
|
355K
$20.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
27.6K+ 8.86% |
$1.24M - $1.37M
|
339K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4K+ 18.71% |
$1.23M - $1.36M
|
174K
$10M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.4K+ 4.77% |
$1.19M - $1.31M
|
580K
$33.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
24.7KNew |
$1.11M - $1.23M
|
24.7K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
24.6K+ 7.5% |
$1.11M - $1.23M
|
353K
$20.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.6K+ 16.36% |
$1.06M - $1.17M
|
168K
$9.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22.2K+ 13.42% |
$999K - $1.1M
|
187K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22K+ 6.27% |
$993K - $1.09M
|
373K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
22K+ 11.22% |
$991K - $1.09M
|
218K
$12.5M
|