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 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
2.29K+ 19.94% |
$97.1K - $114K
|
13.8K
$764K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.21K+ 187.28% |
$93.6K - $110K
|
3.39K
$188K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.19K+ 12.58% |
$92.8K - $109K
|
19.6K
$1.09M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.17K+ 0.34% |
$91.9K - $108K
|
636K
$35.3M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 2.47% |
$90.2K - $106K
|
88.5K
$4.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.11K+ 0.57% |
$89.4K - $105K
|
375K
$20.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.06K+ 18.51% |
$87.4K - $103K
|
13.2K
$732K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.04K+ 10.68% |
$86.3K - $101K
|
21.1K
$1.17M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
2KNew |
$84.8K - $99.5K
|
2K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2K+ 9.11% |
$84.6K - $99.4K
|
23.9K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.89K+ 38.11% |
$80.2K - $94.1K
|
6.86K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.89K+ 337.32% |
$80.1K - $94K
|
2.45K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.86K+ 3.67% |
$78.9K - $92.6K
|
52.5K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 0.54% |
$78.6K - $92.3K
|
344K
$19.1M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.83K+ 10.66% |
$77.6K - $91.1K
|
19K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.78K+ 11.46% |
$75.3K - $88.4K
|
17.3K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.74K+ 6.09% |
$73.9K - $86.8K
|
30.4K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.64K+ 7.49% |
$69.4K - $81.5K
|
23.5K
$1.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56K+ 153.03% |
$66.3K - $77.8K
|
2.59K
$143K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 48.47% |
$61.1K - $71.7K
|
4.42K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.41K+ 207.81% |
$59.8K - $70.2K
|
2.09K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 2.99% |
$57.9K - $68K
|
47.1K
$2.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 13.48% |
$57.2K - $67.1K
|
11.4K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31K+ 7.08% |
$55.6K - $65.3K
|
19.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.28K+ 13.81% |
$54.3K - $63.8K
|
10.6K
$586K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.25K+ 1.94% |
$53K - $62.2K
|
65.8K
$3.65M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.23K+ 1.02% |
$52.1K - $61.2K
|
122K
$6.75M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.23K+ 20.42% |
$51.9K - $60.9K
|
7.22K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.08K+ 12.64% |
$45.8K - $53.8K
|
9.63K
$534K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.07K+ 0.93% |
$45.3K - $53.2K
|
116K
$6.41M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.04KNew |
$43.9K - $51.5K
|
1.04K
$57.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1K+ 11.43% |
$42.4K - $49.8K
|
9.75K
$541K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
921+ 1.65% |
$39K - $45.8K
|
56.8K
$3.15M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
823+ 0.33% |
$34.9K - $40.9K
|
249K
$13.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
806+ 7.12% |
$34.2K - $40.1K
|
12.1K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
766+ 0.59% |
$32.5K - $38.1K
|
130K
$7.22M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
761+ 0.26% |
$32.3K - $37.9K
|
293K
$16.3M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
750+ 72.53% |
$31.8K - $37.3K
|
1.78K
$98.9K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
736+ 0.79% |
$31.2K - $36.6K
|
93.6K
$5.19M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
713+ 6.66% |
$30.2K - $35.5K
|
11.4K
$633K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
709+ 9.68% |
$30K - $35.3K
|
8.03K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
700+ 50.29% |
$29.7K - $34.8K
|
2.09K
$116K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
698+ 27.78% |
$29.6K - $34.7K
|
3.21K
$178K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
692+ 13.13% |
$29.3K - $34.4K
|
5.96K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
687+ 3.75% |
$29.1K - $34.2K
|
19K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
615+ 8.59% |
$26.1K - $30.6K
|
7.78K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
574New |
$24.3K - $28.6K
|
574
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
558+ 12.1% |
$23.6K - $27.8K
|
5.17K
$287K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
505New |
$21.4K - $25.1K
|
505
$28K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
465+ 7.53% |
$19.7K - $23.1K
|
6.64K
$368K
|