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 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-874- 15.36% |
$37K - $43.5K
|
4.82K
$279K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-882- 5.18% |
$37.4K - $43.9K
|
16.1K
$936K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-984- 7.53% |
$41.7K - $49K
|
12.1K
$701K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1K- 1.22% |
$42.5K - $49.9K
|
81.2K
$4.71M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 1.69% |
$42.8K - $50.2K
|
58.7K
$3.41M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.01K- 99.02% |
$42.9K - $50.3K
|
10
$580
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 18.7% |
$44.3K - $52K
|
4.55K
$264K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 3.5% |
$45.1K - $52.9K
|
29.4K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 80.32% |
$47K - $55.2K
|
272
$15.8K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 6.4% |
$47.8K - $56.1K
|
16.5K
$957K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.17K- 1.87% |
$49.5K - $58.2K
|
61.3K
$3.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.2K- 3.36% |
$50.9K - $59.8K
|
34.5K
$2M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.25K- 3.51% |
$52.9K - $62.1K
|
34.3K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 0.82% |
$55.4K - $65K
|
159K
$9.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.33K- 20.67% |
$56.3K - $66.1K
|
5.1K
$296K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.48K- 19.18% |
$62.7K - $73.6K
|
6.23K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 4.52% |
$63.2K - $74.2K
|
31.5K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 19.6% |
$63.6K - $74.6K
|
6.15K
$357K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.56K- 1.62% |
$66.3K - $77.8K
|
94.9K
$5.5M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.58K- 18.33% |
$66.9K - $78.6K
|
7.03K
$408K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.58K- 3.61% |
$67K - $78.7K
|
42.2K
$2.45M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 20.03% |
$67.8K - $79.6K
|
6.39K
$371K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.63K- 3.88% |
$69.2K - $81.2K
|
40.5K
$2.35M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.76KClosed |
$74.7K - $87.7K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 1.24% |
$76.7K - $90K
|
144K
$8.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.03K- 32.47% |
$86.1K - $101K
|
4.22K
$245K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.09K- 2.01% |
$88.6K - $104K
|
102K
$5.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-2.1K- 4.12% |
$88.9K - $104K
|
48.9K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.17K- 5.26% |
$92.1K - $108K
|
39.1K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.21K- 0.67% |
$93.4K - $110K
|
325K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.22K- 0.6% |
$94K - $110K
|
365K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 91.82% |
$94.3K - $111K
|
198
$11.5K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.34K- 5.93% |
$99K - $116K
|
37.1K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.38K- 9.52% |
$101K - $118K
|
22.6K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.53K- 4.47% |
$107K - $126K
|
54K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.6K- 4.22% |
$110K - $129K
|
58.8K
$3.41M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.85K- 4.22% |
$121K - $142K
|
64.6K
$3.75M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.94K- 2.08% |
$125K - $146K
|
139K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.29K- 18.64% |
$139K - $163K
|
14.3K
$832K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.35K- 38.32% |
$142K - $167K
|
5.4K
$313K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.71K- 39.26% |
$157K - $185K
|
5.74K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-4.24K- 7.69% |
$180K - $211K
|
50.9K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.25K- 0.37% |
$180K - $212K
|
1.16M
$67.2M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.81K- 24.53% |
$204K - $239K
|
14.8K
$858K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.87K- 7.09% |
$207K - $242K
|
63.9K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-5.08K- 11.02% |
$215K - $253K
|
41K
$2.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.23K- 4.37% |
$222K - $260K
|
114K
$6.63M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.27K- 26.08% |
$223K - $262K
|
14.9K
$866K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-5.86K- 1.7% |
$248K - $292K
|
338K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.97K- 2.28% |
$253K - $297K
|
255K
$14.8M
|