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 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
60+ 0.38% |
$2.7K - $2.98K
|
15.7K
$903K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
59+ 0.97% |
$2.66K - $2.93K
|
6.15K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57+ 0.47% |
$2.57K - $2.83K
|
12.2K
$701K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55+ 0.24% |
$2.48K - $2.73K
|
22.6K
$1.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.25K - $2.49K
|
50
$2.88K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.25% |
$1.89K - $2.09K
|
16.8K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
34+ 0.28% |
$1.53K - $1.69K
|
12K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
34+ 0.39% |
$1.53K - $1.69K
|
8.67K
$499K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
33+ 0.39% |
$1.49K - $1.64K
|
8.41K
$484K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32+ 5.96% |
$1.44K - $1.59K
|
569
$32.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.37% |
$1.35K - $1.49K
|
8.05K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
27+ 0.38% |
$1.22K - $1.34K
|
7.09K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24+ 0.14% |
$1.08K - $1.19K
|
16.9K
$970K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
22+ 0.38% |
$992 - $1.09K
|
5.85K
$336K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$811 - $895
|
8.43K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$766 - $845
|
6.03K
$347K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17+ 0.24% |
$766 - $845
|
7.04K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.35% |
$586 - $646
|
3.68K
$211K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
11+ 0.25% |
$496 - $547
|
4.5K
$259K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
8+ 0.06% |
$361 - $398
|
12.6K
$727K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
7+ 0.14% |
$315 - $348
|
5.18K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.38% |
$315 - $348
|
1.84K
$106K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$225 - $249
|
23.8K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5+ 50.0% |
$225 - $249
|
15
$863
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.35% |
$225 - $249
|
1.42K
$81.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.43% |
$180 - $199
|
943
$54.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.02% |
$135 - $149
|
13.2K
$758K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$90.1 - $99.4
|
6.24K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.08% |
$90.1 - $99.4
|
2.59K
$149K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.01% |
$90.1 - $99.4
|
15.5K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.01% |
$90.1 - $99.4
|
14.3K
$825K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$45.1 - $49.7
|
1.34K
$77.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$45.1 - $49.7
|
6.96K
$400K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- -0.0% |
$90.1 - $99.4
|
284K
$16.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.2% |
$406 - $447
|
4.48K
$258K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.01% |
$766 - $845
|
118K
$6.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 9.5% |
$946 - $1.04K
|
200
$11.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-36- 0.34% |
$1.62K - $1.79K
|
10.6K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-45- 0.49% |
$2.03K - $2.24K
|
9.12K
$525K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 1.04% |
$2.25K - $2.49K
|
4.77K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-68- 0.54% |
$3.06K - $3.38K
|
12.6K
$722K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-74- 2.28% |
$3.34K - $3.68K
|
3.18K
$183K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 0.41% |
$3.38K - $3.73K
|
18.4K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-79- 0.1% |
$3.56K - $3.93K
|
79.3K
$4.56M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-82- 0.24% |
$3.7K - $4.08K
|
33.6K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-93- 0.27% |
$4.19K - $4.62K
|
33.9K
$1.95M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-102- 0.16% |
$4.6K - $5.07K
|
62K
$3.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-104- 0.52% |
$4.69K - $5.17K
|
20K
$1.15M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-117- 1.33% |
$5.27K - $5.82K
|
8.67K
$499K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-150- 0.27% |
$6.76K - $7.46K
|
55.2K
$3.18M
|