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 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
7.31K
New
$310K - $363K
7.31K $424K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
7.29K
+ 14.72%
$309K - $363K
56.8K $3.3M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
7.2K
+ 3.25%
$305K - $358K
229K $13.3M
Apr 07, 2023 Q1 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
7.16K
+ 1.94%
$303K - $356K
376K $21.8M
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
6.97K
+ 9.24%
$295K - $347K
82.4K $4.78M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
6.29K
New
$266K - $313K
6.29K $365K
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
6.1K
+ 54.12%
$258K - $303K
17.4K $1.01M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
6.08K
New
$258K - $302K
6.08K $352K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
5.73K
New
$243K - $285K
5.73K $333K
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
5.67K
New
$240K - $282K
5.67K $329K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
5.26K
New
$223K - $261K
5.26K $305K
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
5.19K
+ 7.72%
$220K - $258K
72.4K $4.2M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
4.95K
+ 13.21%
$210K - $246K
42.4K $2.46M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.75K
New
$201K - $236K
4.75K $275K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.66K
+ 39.48%
$197K - $232K
16.5K $954K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.65K
New
$197K - $231K
4.65K $269K
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
4.52K
+ 4.78%
$191K - $225K
99K $5.74M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
4.47K
New
$190K - $222K
4.47K $259K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.35K
+ 11.62%
$184K - $217K
41.8K $2.43M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
4.35K
+ 11.62%
$184K - $217K
41.8K $2.43M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
4.32K
+ 15.17%
$183K - $215K
32.8K $1.9M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
4.23K
+ 5.54%
$179K - $210K
80.6K $4.67M
Apr 21, 2023 Q1 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
4.15K
+ 31.75%
$176K - $206K
17.2K $998K
May 15, 2023 Q1 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
4.07K
+ 50.88%
$173K - $203K
12.1K $701K
Apr 17, 2023 Q1 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
4.04K
+ 2.17%
$171K - $201K
190K $11M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
3.9K
+ 9.61%
$165K - $194K
44.5K $2.58M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
3.66K
+ 26.34%
$155K - $182K
17.5K $1.02M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
3.59K
+ 1.83%
$152K - $178K
200K $11.6M
Aug 08, 2024 Q1 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
3.44K
+ 2.92%
$146K - $171K
121K $7.03M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.42K
+ 6.97%
$145K - $170K
52.5K $3.05M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.35K
New
$142K - $167K
3.35K $194K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
3.34K
+ 2.75%
$142K - $166K
125K $7.23M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
3.23K
+ 4.36%
$137K - $160K
77.2K $4.48M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.23K
+ 6.31%
$137K - $160K
54.4K $3.15M
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
3.21K
+ 1.86%
$136K - $159K
176K $10.2M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.19K
+ 2.71%
$135K - $159K
121K $7.03M
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
3.13K
+ 0.38%
$133K - $156K
822K $47.7M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
2.93K
+ 1.52%
$124K - $146K
196K $11.4M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
2.87K
+ 17.83%
$122K - $143K
19K $1.1M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.83K
+ 4.85%
$120K - $141K
61.3K $3.55M
May 10, 2023 Q1 2023
S.A. Mason LLC

BUY
 -
2.83K
New
$120K - $141K
2.83K $164K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2.73K
+ 2.45%
$116K - $136K
115K $6.64M
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
2.71K
+ 2.4%
$115K - $135K
115K $6.7M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
2.7K
+ 7.26%
$114K - $134K
39.9K $2.31M
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
2.69K
+ 3.62%
$114K - $134K
77.1K $4.47M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
2.67K
+ 5.96%
$113K - $133K
47.4K $2.75M
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
2.56K
+ 852.33%
$108K - $127K
2.86K $166K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
2.42K
+ 882.48%
$102K - $120K
2.69K $156K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.4K
+ 52.57%
$102K - $119K
6.96K $404K

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