Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.23M+ 36.43% |
$92.4M - $103M
|
8.35M
$463M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.76M+ 2910.22% |
$72.8M - $81.5M
|
1.82M
$101M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
910K+ 7.38% |
$37.7M - $42.2M
|
13.2M
$734M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
862K+ 389.86% |
$35.7M - $40M
|
1.08M
$60.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
544K+ 6993.31% |
$22.5M - $25.2M
|
552K
$30.6M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
466K+ 60.02% |
$19.3M - $21.6M
|
1.24M
$68.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
342K+ 47.65% |
$14.2M - $15.9M
|
1.06M
$58.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
313K+ 34.08% |
$13M - $14.5M
|
1.23M
$68.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
259K+ 112.86% |
$10.7M - $12M
|
488K
$27M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
227K+ 9.21% |
$9.42M - $10.5M
|
2.69M
$149M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
215K+ 1.7% |
$8.91M - $9.97M
|
12.8M
$713M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
177KNew |
$7.34M - $8.21M
|
177K
$9.82M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
177KNew |
$7.34M - $8.21M
|
177K
$9.82M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
155K+ 9.48% |
$6.42M - $7.18M
|
1.79M
$99.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
151K+ 107.78% |
$6.24M - $6.98M
|
290K
$16.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
123K+ 39.52% |
$5.1M - $5.71M
|
434K
$24.1M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
120KNew |
$4.96M - $5.55M
|
120K
$6.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
111KNew |
$4.61M - $5.16M
|
111K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
81.2K+ 2.77% |
$3.36M - $3.77M
|
3.01M
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 163.72% |
$3.33M - $3.72M
|
129K
$7.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.6K+ 12.72% |
$2.8M - $3.14M
|
599K
$33.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
56.2K+ 22.05% |
$2.33M - $2.61M
|
311K
$17.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.5K+ 1.68% |
$2.22M - $2.48M
|
3.23M
$179M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.7K+ 48.42% |
$1.98M - $2.21M
|
146K
$8.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.6K+ 17.03% |
$1.97M - $2.21M
|
327K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 202.88% |
$1.81M - $2.02M
|
65.1K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.9K+ 11.56% |
$1.78M - $1.99M
|
414K
$22.9M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
42.8K+ 7.97% |
$1.77M - $1.99M
|
580K
$32.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
42.2K+ 14.78% |
$1.75M - $1.96M
|
327K
$18.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
42.1K+ 29.0% |
$1.74M - $1.95M
|
187K
$10.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
41.9K+ 27.22% |
$1.74M - $1.94M
|
196K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
41.8K+ 4.52% |
$1.73M - $1.94M
|
967K
$53.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
40.4K+ 12.28% |
$1.67M - $1.87M
|
369K
$20.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
40KNew |
$1.66M - $1.86M
|
40K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.8KNew |
$1.61M - $1.8M
|
38.8K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
35.1K+ 4.0% |
$1.45M - $1.63M
|
912K
$50.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
33.8K+ 2.18% |
$1.4M - $1.57M
|
1.58M
$87.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.6K+ 9.79% |
$1.39M - $1.56M
|
377K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.9KNew |
$1.32M - $1.48M
|
31.9K
$1.77M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31.9K+ 1.93% |
$1.32M - $1.48M
|
1.68M
$93.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.8K+ 15.24% |
$1.32M - $1.48M
|
241K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.1K+ 1.14% |
$1.29M - $1.44M
|
2.76M
$153M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
30.9K+ 26.77% |
$1.28M - $1.43M
|
146K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.5K+ 13.7% |
$1.22M - $1.37M
|
244K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
28.8K+ 7.01% |
$1.19M - $1.34M
|
440K
$24.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
28KNew |
$1.16M - $1.3M
|
28K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
27.9K+ 8.0% |
$1.16M - $1.3M
|
377K
$20.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
27.6K+ 33.47% |
$1.14M - $1.28M
|
110K
$6.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27.2K+ 8.86% |
$1.13M - $1.26M
|
334K
$18.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26.9K+ 10.32% |
$1.11M - $1.25M
|
287K
$15.9M
|