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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
21K+ 4.16% |
$945K - $1.04M
|
525K
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20.8K+ 30.0% |
$938K - $1.03M
|
90.2K
$5.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 3.47% |
$917K - $1.01M
|
606K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.7K+ 3.4% |
$845K - $932K
|
570K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6K+ 7.22% |
$795K - $877K
|
262K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.9K+ 4.64% |
$762K - $841K
|
382K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
16.8KNew |
$755K - $833K
|
16.8K
$965K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.6K+ 37.14% |
$747K - $824K
|
61.2K
$3.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
15.3K+ 3.52% |
$688K - $759K
|
449K
$25.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
14.2K+ 12.18% |
$641K - $707K
|
131K
$7.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 59.71% |
$607K - $670K
|
36K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2K+ 6.79% |
$596K - $658K
|
208K
$12M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.9KNew |
$582K - $642K
|
12.9K
$744K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.6K+ 6.35% |
$567K - $626K
|
211K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.2K+ 9.7% |
$549K - $605K
|
138K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12KNew |
$541K - $597K
|
12K
$691K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11.8K+ 9.04% |
$531K - $585K
|
142K
$8.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11.7K+ 2.4% |
$528K - $582K
|
499K
$28.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.4K+ 23.82% |
$513K - $566K
|
59.2K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.4K+ 23.17% |
$512K - $564K
|
60.3K
$3.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.1KNew |
$500K - $552K
|
11.1K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.1K+ 0.37% |
$498K - $550K
|
3.02M
$174M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 1.71% |
$486K - $536K
|
642K
$36.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 4.67% |
$478K - $528K
|
238K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
10.1K+ 5.14% |
$455K - $501K
|
206K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9.29K+ 2.46% |
$419K - $462K
|
386K
$22.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 3.52% |
$401K - $443K
|
262K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.89K+ 167.19% |
$401K - $442K
|
14.2K
$818K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.39K+ 6.78% |
$378K - $417K
|
132K
$7.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.25KNew |
$372K - $410K
|
8.25K
$475K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.2K+ 0.71% |
$370K - $408K
|
1.16M
$66.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 29.26% |
$369K - $407K
|
36.1K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
8.11K+ 63.13% |
$365K - $403K
|
20.9K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.01K+ 91.64% |
$361K - $398K
|
16.8K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.9K+ 0.96% |
$356K - $393K
|
831K
$47.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.87KNew |
$355K - $391K
|
7.87K
$453K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.59K+ 2.18% |
$342K - $377K
|
356K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.4K+ 92.5% |
$334K - $368K
|
15.4K
$886K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.23K+ 1.06% |
$326K - $359K
|
688K
$39.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.99KNew |
$315K - $347K
|
6.99K
$402K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.74K+ 1.79% |
$304K - $335K
|
383K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.61K+ 269.73% |
$298K - $329K
|
9.06K
$522K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
6.58K+ 24.16% |
$297K - $327K
|
33.8K
$1.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.4K+ 0.77% |
$288K - $318K
|
834K
$48M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 0.95% |
$287K - $317K
|
677K
$39M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.89K+ 55.57% |
$265K - $293K
|
16.5K
$948K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$255K - $281K
|
5.65K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.42K+ 8.79% |
$244K - $269K
|
67.1K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.36KNew |
$241K - $266K
|
5.36K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.1K+ 2.6% |
$230K - $253K
|
201K
$11.6M
|