Purchases and Sales Made in Q3 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 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 24, 2023 Q3 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
954
+ 0.37%
$43K - $47.4K
258K $14.8M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
923
+ 4.15%
$41.6K - $45.9K
23.2K $1.33M
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
854
+ 0.61%
$38.5K - $42.5K
140K $8.07M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
829
+ 7.21%
$37.4K - $41.2K
12.3K $709K
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
762
+ 0.96%
$34.3K - $37.9K
80.1K $4.61M
Nov 02, 2023 Q3 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
743
+ 0.29%
$33.5K - $36.9K
254K $14.6M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
718
+ 8.18%
$32.4K - $35.7K
9.5K $547K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
711
+ 49.58%
$32K - $35.3K
2.15K $123K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
708
New
$31.9K - $35.2K
708 $40.7K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
703
+ 321.0%
$31.7K - $34.9K
922 $53.1K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
700
+ 8.92%
$31.5K - $34.8K
8.54K $492K
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
690
+ 7.71%
$31.1K - $34.3K
9.64K $555K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
661
+ 7.16%
$29.8K - $32.9K
9.89K $569K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
657
+ 10.74%
$29.6K - $32.7K
6.77K $390K
Oct 30, 2023 Q3 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
580
+ 2.31%
$26.1K - $28.8K
25.7K $1.48M
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
568
+ 2.13%
$25.6K - $28.2K
27.3K $1.57M
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
563
+ 0.94%
$25.4K - $28K
60.3K $3.47M
Oct 24, 2023 Q3 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
550
+ 8.14%
$24.8K - $27.3K
7.31K $420K
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
525
+ 0.12%
$23.7K - $26.1K
440K $25.3M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
520
+ 25.08%
$23.4K - $25.8K
2.59K $149K
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
497
+ 0.79%
$22.4K - $24.7K
63.6K $3.66M
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
456
+ 2.58%
$20.6K - $22.7K
18.1K $1.04M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
419
+ 0.25%
$18.9K - $20.8K
170K $9.81M
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
400
+ 3.86%
$18K - $19.9K
10.8K $619K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
383
+ 8.96%
$17.3K - $19K
4.66K $268K
Nov 09, 2023 Q3 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
367
+ 0.66%
$16.5K - $18.2K
55.7K $3.21M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
351
+ 0.96%
$15.8K - $17.4K
36.9K $2.12M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
350
+ 0.76%
$15.8K - $17.4K
46.5K $2.68M
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
345
+ 3.24%
$15.5K - $17.1K
11K $633K
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

BUY
 -
338
+ 1.17%
$15.2K - $16.8K
29.2K $1.68M
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
320
+ 1.62%
$14.4K - $15.9K
20K $1.15M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
319
+ 7.39%
$14.4K - $15.9K
4.64K $267K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
301
+ 3.38%
$13.6K - $15K
9.2K $529K
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
288
+ 4.89%
$13K - $14.3K
6.18K $355K
Oct 05, 2023 Q3 2023
Resource Consulting Group Inc

BUY
 -
284
+ 0.02%
$12.8K - $14.1K
1.58M $91.2M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
250
+ 0.4%
$11.3K - $12.4K
62.7K $3.61M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
237
+ 11.43%
$10.7K - $11.8K
2.31K $133K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
210
+ 0.46%
$9.46K - $10.4K
45.7K $2.63M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
126
+ 0.86%
$5.68K - $6.26K
14.8K $853K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
124
+ 1.68%
$5.59K - $6.16K
7.49K $431K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
116
+ 2.75%
$5.23K - $5.77K
4.34K $250K
Nov 09, 2023 Q3 2023
Hutchinson Capital Management

San Rafael, CA
BUY
 -
112
+ 1.42%
$5.05K - $5.57K
8.01K $461K
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
104
+ 0.25%
$4.69K - $5.17K
41K $2.36M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
103
+ 4.71%
$4.64K - $5.12K
2.29K $132K
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
92
+ 0.06%
$4.15K - $4.57K
147K $8.47M
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
BUY
 -
80
+ 0.31%
$3.61K - $3.98K
25.7K $1.48M
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
76
+ 0.39%
$3.43K - $3.78K
19.8K $1.14M
Nov 09, 2023 Q3 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
75
+ 0.06%
$3.38K - $3.73K
118K $6.79M
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
72
+ 0.02%
$3.25K - $3.58K
431K $24.8M

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