Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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 11, 2023 Q1 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
22.4K
+ 7.74%
$947K - $1.11M
311K $17.3M
May 04, 2023 Q1 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
21.9K
+ 9.54%
$928K - $1.09M
252K $13.9M
May 03, 2023 Q1 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
21.8K
+ 3.58%
$925K - $1.09M
631K $35M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
20.5K
+ 7.43%
$870K - $1.02M
297K $16.5M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
20.1K
+ 6.52%
$853K - $1M
329K $18.2M
May 15, 2023 Q1 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
20K
+ 1.91%
$848K - $995K
1.07M $59.2M
May 08, 2023 Q1 2023
Fiducient Advisors LLC

BUY
 -
19.6K
New
$830K - $975K
19.6K $1.09M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
18.8K
+ 136.96%
$797K - $935K
32.5K $1.8M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
18.7K
New
$791K - $929K
18.7K $1.04M
May 02, 2023 Q1 2023
Oakworth Capital, Inc.

BUY
 -
17.8K
+ 355.27%
$753K - $884K
22.8K $1.26M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
17K
+ 1.87%
$721K - $846K
925K $51.3M
Apr 13, 2023 Q1 2023
Landmark Financial Advisors, LLC

BUY
 -
16.9K
+ 8.47%
$717K - $842K
217K $12M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
15.2K
New
$642K - $754K
15.2K $841K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
15K
+ 54.22%
$634K - $744K
42.6K $2.36M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
14.9K
+ 30.77%
$632K - $742K
63.4K $3.51M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
14.7K
New
$622K - $730K
14.7K $813K
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
14.5K
+ 47.01%
$613K - $720K
45.3K $2.51M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
14.1K
+ 190.08%
$596K - $700K
21.5K $1.19M
May 10, 2023 Q1 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
13.9K
+ 4.15%
$589K - $691K
348K $19.3M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
13.5K
+ 6.72%
$574K - $674K
215K $11.9M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
13K
+ 2.16%
$550K - $645K
614K $34.1M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
12.9K
New
$547K - $642K
12.9K $715K
May 15, 2023 Q1 2023
Bayshore Asset Management, LLC

BUY
 -
12.6K
+ 1.46%
$535K - $628K
877K $48.6M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
12.5K
New
$529K - $621K
12.5K $693K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
12.4K
+ 5.41%
$523K - $614K
241K $13.4M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
12.1K
New
$512K - $601K
12.1K $670K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
11.6K
New
$493K - $578K
11.6K $645K
Apr 17, 2023 Q1 2023
Planning Center, Inc.

BUY
 -
11.6K
+ 2.91%
$492K - $577K
411K $22.8M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.6K
+ 13.31%
$491K - $576K
98.6K $5.47M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.3K
+ 3.88%
$479K - $562K
302K $16.8M
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
11.1K
+ 9.22%
$470K - $552K
132K $7.29M
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
11.1K
New
$470K - $551K
11.1K $615K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
10.9K
+ 45.19%
$460K - $540K
34.9K $1.93M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
10.6K
New
$451K - $530K
10.6K $590K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.5K
New
$447K - $524K
10.5K $584K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.4K
+ 23.74%
$440K - $517K
54.2K $3M
May 09, 2023 Q1 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
9.93K
+ 4.06%
$421K - $494K
254K $14.1M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
9.31K
+ 77.8%
$395K - $463K
21.3K $1.18M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
9.23K
+ 3.1%
$391K - $459K
307K $17M
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
9.16K
New
$388K - $456K
9.16K $508K
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
9.12K
New
$387K - $454K
9.12K $506K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
8.32K
+ 106.71%
$353K - $414K
16.1K $894K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
8.3K
+ 33.77%
$352K - $413K
32.9K $1.82M
May 05, 2023 Q1 2023
Briggs Advisory Group, Inc.

BUY
 -
8.22K
+ 16.45%
$348K - $409K
58.2K $3.23M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
8K
+ 17.79%
$339K - $398K
53K $2.94M
Apr 11, 2023 Q1 2023
Olio Financial Planning

BUY
 -
7.7K
New
$326K - $383K
7.7K $427K
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
7.7K
+ 4.71%
$326K - $383K
171K $9.49M
Apr 03, 2023 Q1 2023
Symmetry Partners, LLC

BUY
 -
7.43K
+ 3.49%
$315K - $369K
220K $12.2M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
7.37K
New
$313K - $367K
7.37K $409K

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