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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-15- 0.02% |
$636 - $746
|
86.7K
$5.03M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-21- 0.13% |
$890 - $1.04K
|
16.6K
$966K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-39- 0.05% |
$1.65K - $1.94K
|
79.4K
$4.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-44- 0.22% |
$1.86K - $2.19K
|
20K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-45- 0.54% |
$1.91K - $2.24K
|
8.27K
$480K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-60- 0.56% |
$2.54K - $2.99K
|
10.6K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-67- 0.12% |
$2.84K - $3.33K
|
55.4K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-67- 0.42% |
$2.84K - $3.33K
|
15.8K
$918K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-75- 0.12% |
$3.18K - $3.73K
|
63.1K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-77Closed |
$3.26K - $3.83K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-83- 0.47% |
$3.52K - $4.13K
|
17.7K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-97- 1.84% |
$4.11K - $4.83K
|
5.16K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-125- 0.13% |
$5.3K - $6.22K
|
99.8K
$5.79M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-129- 1.14% |
$5.47K - $6.42K
|
11.2K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-132- 7.45% |
$5.59K - $6.57K
|
1.64K
$95.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 18.31% |
$6.06K - $7.11K
|
638
$37K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-176- 0.14% |
$7.46K - $8.76K
|
123K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-186- 30.74% |
$7.88K - $9.25K
|
419
$24.3K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-192- 0.04% |
$8.14K - $9.55K
|
429K
$24.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-200- 1.16% |
$8.48K - $9.95K
|
17K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-218- 0.59% |
$9.24K - $10.8K
|
36.6K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-220- 6.16% |
$9.32K - $10.9K
|
3.35K
$194K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-225- 0.28% |
$9.54K - $11.2K
|
79.2K
$4.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-225- 0.68% |
$9.54K - $11.2K
|
33K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-225- 1.46% |
$9.54K - $11.2K
|
15.2K
$880K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-250- 3.78% |
$10.6K - $12.4K
|
6.36K
$369K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-250- 6.64% |
$10.6K - $12.4K
|
3.51K
$204K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-251- 3.22% |
$10.6K - $12.5K
|
7.55K
$438K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-253- 0.84% |
$10.7K - $12.6K
|
30K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-274- 0.48% |
$11.6K - $13.6K
|
56.8K
$3.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-307- 0.34% |
$13K - $15.3K
|
89.2K
$5.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-315- 1.63% |
$13.3K - $15.7K
|
19K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-343- 0.9% |
$14.5K - $17.1K
|
37.6K
$2.18M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-406- 1.14% |
$17.2K - $20.2K
|
35.1K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-450- 1.24% |
$19.1K - $22.4K
|
35.9K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-512- 0.36% |
$21.7K - $25.5K
|
142K
$8.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-533- 19.57% |
$22.6K - $26.5K
|
2.19K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-562- 1.13% |
$23.8K - $28K
|
49K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-595- 6.24% |
$25.2K - $29.6K
|
8.95K
$519K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-620- 11.24% |
$26.3K - $30.8K
|
4.9K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-647- 3.09% |
$27.4K - $32.2K
|
20.3K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-653- 0.44% |
$27.7K - $32.5K
|
148K
$8.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-686- 3.09% |
$29.1K - $34.1K
|
21.5K
$1.25M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-687- 3.61% |
$29.1K - $34.2K
|
18.3K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-718- 4.17% |
$30.4K - $35.7K
|
16.5K
$956K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-783- 3.61% |
$33.2K - $39K
|
20.9K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-790- 0.88% |
$33.5K - $39.3K
|
89.3K
$5.18M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-802- 37.46% |
$34K - $39.9K
|
1.34K
$77.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-845- 6.1% |
$35.8K - $42K
|
13K
$754K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-870- 8.73% |
$36.9K - $43.3K
|
9.1K
$528K
|