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
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
452
+ 7.39%
$19.2K - $22.5K
6.57K $364K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
414
+ 0.36%
$17.5K - $20.6K
116K $6.43M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
410
+ 4.25%
$17.4K - $20.4K
10.1K $558K
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
404
+ 9.66%
$17.1K - $20.1K
4.59K $254K
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
400
New
$17K - $19.9K
400 $22.2K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
337
+ 3.84%
$14.3K - $16.8K
9.12K $506K
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
321
+ 4.26%
$13.6K - $16K
7.86K $436K
Apr 14, 2023 Q1 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
285
+ 0.25%
$12.1K - $14.2K
114K $6.32M
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
203
+ 0.23%
$8.6K - $10.1K
88.5K $4.91M
May 09, 2023 Q1 2023
Columbia Advisory Partners LLC

BUY
 -
173
+ 1.53%
$7.33K - $8.61K
11.4K $635K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
142
+ 0.24%
$6.02K - $7.06K
60.4K $3.35M
May 12, 2023 Q1 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
138
+ 1.83%
$5.85K - $6.87K
7.67K $425K
May 10, 2023 Q1 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
135
+ 0.24%
$5.72K - $6.72K
56K $3.1M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
110
+ 1.81%
$4.66K - $5.47K
6.19K $343K
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
103
+ 0.07%
$4.37K - $5.12K
145K $8.06M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
93
+ 0.22%
$3.94K - $4.63K
42.4K $2.35M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
86
+ 1.24%
$3.64K - $4.28K
7K $388K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
73
+ 0.27%
$3.09K - $3.63K
27.5K $1.52M
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
63
+ 0.19%
$2.67K - $3.13K
34.1K $1.89M
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
59
+ 0.14%
$2.5K - $2.94K
41.8K $2.32M
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
57
+ 0.39%
$2.42K - $2.84K
14.7K $815K
Jul 19, 2023 Q1 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
57
+ 0.05%
$2.42K - $2.84K
119K $6.59M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
34
+ 0.3%
$1.44K - $1.69K
11.4K $632K
Apr 17, 2023 Q1 2023
Murphy Pohlad Asset Management LLC

BUY
 -
34
+ 0.22%
$1.44K - $1.69K
15.7K $869K
Apr 17, 2023 Q1 2023
Stone Asset Management Inc.

BUY
 -
33
+ 0.3%
$1.4K - $1.64K
11.1K $613K
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
27
+ 0.23%
$1.14K - $1.34K
12K $663K
Apr 24, 2023 Q1 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
25
+ 0.31%
$1.06K - $1.24K
7.98K $443K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
25
+ 0.29%
$1.06K - $1.24K
8.6K $477K
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
25
+ 0.29%
$1.06K - $1.24K
8.71K $483K
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
24
+ 0.29%
$1.02K - $1.19K
8.34K $462K
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
21
+ 0.1%
$890 - $1.04K
20.2K $1.12M
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
21
+ 0.29%
$890 - $1.04K
7.25K $402K
Aug 23, 2023 Q1 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
19
+ 0.16%
$805 - $945
12.1K $671K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
17
+ 0.29%
$720 - $846
5.8K $322K
May 15, 2023 Q1 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
14
+ 0.09%
$593 - $697
15K $834K
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
14
+ 0.17%
$593 - $697
8.39K $465K
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
13
+ 0.21%
$551 - $647
6.06K $336K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
11
+ 0.3%
$466 - $547
3.65K $202K
May 15, 2023 Q1 2023
Greenline Partners, LLC

New York, NY
BUY
 -
10
+ 0.14%
$424 - $498
7.1K $394K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
10
+ 0.01%
$424 - $498
184K $10.2M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
8
+ 0.28%
$339 - $398
2.82K $156K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
4
+ 0.02%
$170 - $199
23.8K $1.32M
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
4
+ 0.29%
$170 - $199
1.36K $75.5K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
4
+ 0.04%
$170 - $199
10.6K $589K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
2
+ 0.21%
$84.8 - $99.5
935 $51.9K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2
+ 0.02%
$84.8 - $99.5
12.5K $693K
May 15, 2023 Q1 2023
Falcon Wealth Planning

BUY
 -
2
+ 0.01%
$84.8 - $99.5
15.5K $860K
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
1
+ 0.02%
$42.4 - $49.8
6.24K $346K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-2
- 1.77%
$84.8 - $99.5
111 $6.16K

Track Institutional and Insider Activities on DFAT

Follow DIMENSIONAL ETF TR U S TARGET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFAT shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Target insider buys or sells DFAT shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S TARGET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFAT