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 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-156- 1.28% |
$7.03K - $7.75K
|
12K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-157- 0.17% |
$7.08K - $7.8K
|
95K
$5.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-162- 2.15% |
$7.3K - $8.05K
|
7.39K
$425K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-166- 0.42% |
$7.48K - $8.25K
|
39.4K
$2.27M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-170- 0.14% |
$7.66K - $8.45K
|
119K
$6.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-176- 0.38% |
$7.93K - $8.75K
|
46.7K
$2.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-180- 0.45% |
$8.11K - $8.95K
|
40.1K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-185- 1.23% |
$8.34K - $9.2K
|
14.8K
$852K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-200- 0.32% |
$9.01K - $9.94K
|
62.9K
$3.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-214- 0.63% |
$9.64K - $10.6K
|
33.9K
$1.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-216- 10.61% |
$9.74K - $10.7K
|
1.82K
$105K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-249- 0.85% |
$11.2K - $12.4K
|
29.1K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-266- 1.6% |
$12K - $13.2K
|
16.4K
$943K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-284- 2.23% |
$12.8K - $14.1K
|
12.5K
$718K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.36% |
$13.5K - $14.9K
|
6.59K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-314- 0.37% |
$14.2K - $15.6K
|
85.3K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-379- 0.44% |
$17.1K - $18.8K
|
85.9K
$4.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-385- 1.21% |
$17.4K - $19.1K
|
31.4K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-406- 0.81% |
$18.3K - $20.2K
|
49.7K
$2.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-407- 1.3% |
$18.3K - $20.2K
|
30.8K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-408- 0.46% |
$18.4K - $20.3K
|
88.3K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-409- 2.28% |
$18.4K - $20.3K
|
17.5K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-412- 5.84% |
$18.6K - $20.5K
|
6.64K
$382K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-419- 16.63% |
$18.9K - $20.8K
|
2.1K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-421- 3.9% |
$19K - $20.9K
|
10.4K
$597K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-426- 8.11% |
$19.2K - $21.2K
|
4.83K
$278K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-447- 2.86% |
$20.1K - $22.2K
|
15.2K
$875K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-451- 3.88% |
$20.3K - $22.4K
|
11.2K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-484- 0.59% |
$21.8K - $24.1K
|
81.6K
$4.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-500- 3.34% |
$22.5K - $24.9K
|
14.5K
$834K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-519- 19.39% |
$23.4K - $25.8K
|
2.16K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-522- 22.85% |
$23.5K - $25.9K
|
1.76K
$101K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-542- 0.49% |
$24.4K - $26.9K
|
109K
$6.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-562- 1.64% |
$25.3K - $27.9K
|
33.7K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-577- 58.4% |
$26K - $28.7K
|
411
$23.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-604- 3.12% |
$27.2K - $30K
|
18.7K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-669- 1.19% |
$30.2K - $33.3K
|
55.6K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-696- 0.63% |
$31.4K - $34.6K
|
111K
$6.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-721- 4.77% |
$32.5K - $35.8K
|
14.4K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-743- 1.48% |
$33.5K - $36.9K
|
49.6K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-747- 4.37% |
$33.7K - $37.1K
|
16.3K
$940K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-757- 5.85% |
$34.1K - $37.6K
|
12.2K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
SELL
|
- |
-778- 0.26% |
$35.1K - $38.7K
|
302K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-790- 5.34% |
$35.6K - $39.3K
|
14K
$806K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-796- 7.27% |
$35.9K - $39.6K
|
10.2K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-825- 5.25% |
$37.2K - $41K
|
14.9K
$857K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-890- 0.34% |
$40.1K - $44.2K
|
259K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-946- 0.38% |
$42.6K - $47K
|
247K
$14.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-966- 1.22% |
$43.5K - $48K
|
78.4K
$4.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 15.02% |
$45.1K - $49.7K
|
5.66K
$326K
|