Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.37MNew |
$58.2M - $68.3M
|
1.37M
$76.2M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.32M+ 39.27% |
$56M - $65.8M
|
4.69M
$260M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
466K+ 786.87% |
$19.8M - $23.2M
|
526K
$29.1M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
441KNew |
$18.7M - $22M
|
441K
$24.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
313K+ 5.38% |
$13.2M - $15.5M
|
6.12M
$339M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
308K+ 65.76% |
$13.1M - $15.3M
|
777K
$43.1M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
306K+ 225.86% |
$13M - $15.2M
|
441K
$24.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
263KNew |
$11.1M - $13.1M
|
263K
$14.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
234K+ 48.46% |
$9.92M - $11.6M
|
717K
$39.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
209K+ 205.19% |
$8.84M - $10.4M
|
310K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
180K+ 6.57% |
$7.65M - $8.98M
|
2.93M
$162M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
163K+ 31.57% |
$6.93M - $8.13M
|
681K
$37.8M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
162K+ 139.58% |
$6.87M - $8.06M
|
278K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
140K+ 33.18% |
$5.93M - $6.96M
|
562K
$31.1M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
108K+ 54333.84% |
$4.56M - $5.35M
|
108K
$5.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
91.6K+ 12.81% |
$3.88M - $4.56M
|
807K
$44.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91K+ 23.36% |
$3.86M - $4.53M
|
481K
$26.7M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
90.4K+ 46.15% |
$3.83M - $4.5M
|
286K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.4K+ 45.58% |
$3.71M - $4.35M
|
279K
$15.5M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83.4K+ 115.56% |
$3.54M - $4.15M
|
156K
$8.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
80.9K+ 5.21% |
$3.43M - $4.02M
|
1.63M
$90.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.8K+ 17.05% |
$3.3M - $3.87M
|
534K
$29.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.3K+ 14.49% |
$2.85M - $3.35M
|
532K
$29.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
58K+ 85.76% |
$2.46M - $2.89M
|
126K
$6.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
56.4KNew |
$2.39M - $2.8M
|
56.4K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56.3K+ 35.97% |
$2.39M - $2.8M
|
213K
$11.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.4K+ 9.38% |
$2.31M - $2.71M
|
635K
$35.2M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
53.3K+ 7.07% |
$2.26M - $2.65M
|
807K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.2K+ 240.37% |
$2.04M - $2.4M
|
68.2K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
45K+ 21.06% |
$1.91M - $2.24M
|
259K
$14.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
44.9K+ 2.79% |
$1.9M - $2.23M
|
1.65M
$91.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 26.96% |
$1.88M - $2.21M
|
209K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
42.2K+ 5.47% |
$1.79M - $2.1M
|
814K
$45.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
40K+ 8.16% |
$1.7M - $1.99M
|
531K
$29.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
39.9K+ 29.59% |
$1.69M - $1.98M
|
175K
$9.69M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
38.2K+ 17.61% |
$1.62M - $1.9M
|
255K
$14.1M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
37.8K+ 7.55% |
$1.6M - $1.88M
|
538K
$29.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
37.3K+ 15.07% |
$1.58M - $1.86M
|
285K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2K+ 15.85% |
$1.45M - $1.7M
|
250K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33K+ 1.22% |
$1.4M - $1.64M
|
2.73M
$151M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
32.4KNew |
$1.37M - $1.61M
|
32.4K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
31.8KNew |
$1.35M - $1.58M
|
31.8K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.1K+ 27.3% |
$1.32M - $1.55M
|
145K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.3K+ 12.84% |
$1.2M - $1.41M
|
249K
$13.8M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
27.8K+ 22.05% |
$1.18M - $1.38M
|
154K
$8.53M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
27.8K+ 8.64% |
$1.18M - $1.38M
|
349K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.6K+ 8.04% |
$1.17M - $1.37M
|
371K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
26.5K+ 24.59% |
$1.12M - $1.32M
|
134K
$7.46M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
25.5KNew |
$1.08M - $1.27M
|
25.5K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.4K+ 9.41% |
$949K - $1.11M
|
260K
$14.4M
|