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 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-966- 1.22% |
$43.5K - $48K
|
78.4K
$4.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1K- 15.02% |
$45.1K - $49.7K
|
5.66K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.08K- 2.8% |
$48.5K - $53.5K
|
37.3K
$1.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.15K- 9.92% |
$52K - $57.4K
|
10.5K
$545K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.21K- 1.37% |
$54.5K - $60.1K
|
87.4K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.21K- 2.3% |
$54.7K - $60.3K
|
51.5K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23K- 0.84% |
$55.3K - $61K
|
145K
$7.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.28K- 6.12% |
$57.6K - $63.5K
|
19.6K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.29K- 0.92% |
$58.3K - $64.3K
|
140K
$7.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.32K- 4.55% |
$59.4K - $65.5K
|
27.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 4.06% |
$61.7K - $68.1K
|
32.4K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.39K- 19.36% |
$62.6K - $69.1K
|
5.79K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.43K- 3.4% |
$64.2K - $70.8K
|
40.4K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.46K- 18.12% |
$65.6K - $72.3K
|
6.58K
$342K
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.5K- 1.93% |
$67.7K - $74.7K
|
76.2K
$3.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 2.82% |
$71.4K - $78.8K
|
54.6K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.61K- 2.99% |
$72.3K - $79.8K
|
52.1K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.64K- 0.89% |
$73.7K - $81.3K
|
182K
$9.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.66K- 0.26% |
$74.7K - $82.4K
|
635K
$33M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 1.18% |
$75.4K - $83.2K
|
140K
$7.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.7K- 0.58% |
$76.4K - $84.3K
|
289K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.74K- 0.79% |
$78.3K - $86.3K
|
217K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.75K- 11.93% |
$78.9K - $87K
|
12.9K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.77K- 4.18% |
$80K - $88.2K
|
40.7K
$2.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.78K- 6.03% |
$80K - $88.2K
|
27.6K
$1.44M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.84K- 1.26% |
$82.8K - $91.4K
|
145K
$7.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.09K- 1.14% |
$94K - $104K
|
181K
$9.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.1K- 8.19% |
$94.8K - $105K
|
23.6K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 14.69% |
$96.3K - $106K
|
12.4K
$645K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.15K- 1.86% |
$96.8K - $107K
|
113K
$5.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.18K- 6.81% |
$98.3K - $108K
|
29.8K
$1.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.2K- 0.62% |
$99.2K - $109K
|
355K
$18.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.29K- 8.3% |
$103K - $114K
|
25.3K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.32K- 6.57% |
$104K - $115K
|
32.9K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.32K- 11.47% |
$105K - $116K
|
17.9K
$933K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.35K- 6.29% |
$106K - $117K
|
35K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.48K- 3.24% |
$112K - $123K
|
74.1K
$3.85M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-2.77K- 5.26% |
$125K - $138K
|
49.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.82K- 3.01% |
$127K - $140K
|
91.1K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.84K- 8.1% |
$128K - $141K
|
32.2K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.99K- 2.53% |
$135K - $149K
|
115K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.99K- 9.38% |
$135K - $149K
|
28.9K
$1.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.03K- 2.47% |
$136K - $150K
|
119K
$6.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.17K- 2.21% |
$143K - $157K
|
140K
$7.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.23K- 10.51% |
$145K - $160K
|
27.5K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.25K- 20.58% |
$146K - $161K
|
12.5K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.31K- 2.23% |
$149K - $164K
|
145K
$7.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.33K- 4.66% |
$150K - $165K
|
68.1K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.85K- 83.91% |
$174K - $191K
|
738
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.18K- 30.82% |
$188K - $208K
|
9.39K
$488K
|