Dubuque Bank & Trust CO Dimensional ETF Tr U S Target Transaction History

Dubuque Bank & Trust CO

$733 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$44.48 - $49.36 $360,288 - $399,816	-8,100 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$41.66 - $45.84 $337,446 - $371,304	8,100 New	8,100 $360,000

Others Institutions Holding DFAT

# of Institutions

743

Shares Held

166M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$802 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$709 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.81M
Shares

$502 Million
9.88% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$410 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$292 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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