Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.03M+ 99437.18% |
$363M - $424M
|
9.04M
$501M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.75M+ 39.95% |
$151M - $176M
|
13.1M
$729M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69MNew |
$108M - $126M
|
2.69M
$149M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.05MNew |
$42.1M - $49.1M
|
1.05M
$58M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
768K+ 347.28% |
$30.9M - $36M
|
989K
$54.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
677K+ 5.66% |
$27.2M - $31.7M
|
12.6M
$701M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
634KNew |
$25.5M - $29.7M
|
634K
$35.2M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
500KNew |
$20.1M - $23.4M
|
500K
$27.7M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
334KNew |
$13.5M - $15.7M
|
334K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
308K+ 31.53% |
$12.4M - $14.4M
|
1.28M
$71.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
293KNew |
$11.8M - $13.7M
|
293K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
287K+ 7.44% |
$11.5M - $13.5M
|
4.15M
$230M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
282K+ 262.23% |
$11.3M - $13.2M
|
390K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
261KNew |
$10.5M - $12.3M
|
261K
$14.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
258K+ 39.07% |
$10.4M - $12.1M
|
919K
$51M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
248KNew |
$9.97M - $11.6M
|
248K
$13.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
231KNew |
$9.31M - $10.9M
|
231K
$12.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
223K+ 126.0% |
$8.96M - $10.4M
|
399K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
221KNew |
$8.88M - $10.3M
|
221K
$12.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
214KNew |
$8.6M - $10M
|
214K
$11.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
196KNew |
$7.89M - $9.2M
|
196K
$10.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
173KNew |
$6.94M - $8.09M
|
173K
$9.57M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
168K+ 53.23% |
$6.75M - $7.87M
|
483K
$26.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 5.3% |
$6.47M - $7.54M
|
3.2M
$177M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
153K+ 10.94% |
$6.16M - $7.18M
|
1.55M
$86.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
133K+ 2.35% |
$5.36M - $6.25M
|
5.81M
$322M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
130K+ 21.87% |
$5.24M - $6.1M
|
725K
$40.2M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
126KNew |
$5.07M - $5.91M
|
126K
$6.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 36.72% |
$5.02M - $5.85M
|
464K
$25.7M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
120KNew |
$4.85M - $5.65M
|
120K
$6.68M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
119KNew |
$4.78M - $5.57M
|
119K
$6.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112K+ 49.01% |
$4.52M - $5.27M
|
342K
$18.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
110KNew |
$4.43M - $5.17M
|
110K
$6.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
108KNew |
$4.34M - $5.06M
|
108K
$5.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
107K+ 25.93% |
$4.29M - $5M
|
518K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
102KNew |
$4.09M - $4.77M
|
102K
$5.64M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96.4KNew |
$3.88M - $4.52M
|
96.4K
$5.35M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
95.6K+ 206.72% |
$3.84M - $4.48M
|
142K
$7.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
95.3K+ 78.55% |
$3.84M - $4.47M
|
217K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
75.4KNew |
$3.04M - $3.54M
|
75.4K
$4.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
74KNew |
$2.98M - $3.47M
|
74K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
73.5KNew |
$2.96M - $3.45M
|
73.5K
$4.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
67.7KNew |
$2.72M - $3.17M
|
67.7K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.7K+ 106.43% |
$2.69M - $3.13M
|
129K
$7.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.9K+ 12.37% |
$2.57M - $3M
|
580K
$32.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
61.4KNew |
$2.47M - $2.88M
|
61.4K
$3.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
61K+ 954.92% |
$2.46M - $2.86M
|
67.4K
$3.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
60.2KNew |
$2.42M - $2.83M
|
60.2K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
56.6KNew |
$2.28M - $2.65M
|
56.6K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
51.3K+ 5.98% |
$2.06M - $2.4M
|
908K
$50.4M
|