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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.97K- 2.28% |
$253K - $297K
|
255K
$14.7M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.1K- 3.96% |
$259K - $304K
|
148K
$8.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6.69K- 14.46% |
$284K - $333K
|
39.6K
$2.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-7.05K- 2.13% |
$299K - $351K
|
324K
$18.6M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.23K- 4.48% |
$306K - $360K
|
154K
$8.87M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.53K- 2.23% |
$319K - $375K
|
330K
$19M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-7.62K- 7.52% |
$323K - $379K
|
93.6K
$5.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-10.6K- 1.88% |
$451K - $529K
|
554K
$31.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.7K- 41.55% |
$497K - $583K
|
16.5K
$950K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-12K- 8.76% |
$508K - $596K
|
125K
$7.18M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13.6K- 2.33% |
$578K - $679K
|
572K
$32.9M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-14.7K- 0.84% |
$624K - $733K
|
1.74M
$100M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17K- 72.78% |
$723K - $848K
|
6.38K
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-17.5K- 11.82% |
$740K - $869K
|
130K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-18.5K- 0.75% |
$786K - $922K
|
2.47M
$142M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19K- 0.6% |
$806K - $946K
|
3.18M
$183M
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-20K- 1.91% |
$848K - $995K
|
1.03M
$59.1M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-20.2K- 7.8% |
$855K - $1M
|
238K
$13.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 8.21% |
$861K - $1.01M
|
227K
$13.1M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-20.4K- 2.88% |
$864K - $1.01M
|
689K
$39.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-20.5K- 1.31% |
$870K - $1.02M
|
1.55M
$89.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-20.5K- 10.19% |
$871K - $1.02M
|
181K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-21K- 57.45% |
$888K - $1.04M
|
15.5K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.1K- 3.43% |
$895K - $1.05M
|
595K
$34.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.3K- 53.03% |
$1.03M - $1.21M
|
21.5K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 3.98% |
$1.04M - $1.22M
|
593K
$34.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-25.5K- 39.95% |
$1.08M - $1.27M
|
38.3K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.1K- 3.8% |
$1.15M - $1.35M
|
685K
$39.4M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-30.1K- 40.96% |
$1.28M - $1.5M
|
43.4K
$2.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-31.3K- 10.73% |
$1.33M - $1.56M
|
260K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38.8K- 52.82% |
$1.65M - $1.93M
|
34.7K
$2M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-39.5K- 12.17% |
$1.68M - $1.97M
|
285K
$16.4M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.6K- 91.34% |
$1.97M - $2.32M
|
4.42K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-48.6K- 7.53% |
$2.06M - $2.42M
|
597K
$34.4M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-52.8K- 3.0% |
$2.24M - $2.62M
|
1.71M
$98.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-68.1K- 2.64% |
$2.89M - $3.39M
|
2.51M
$145M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-85.2K- 2.05% |
$3.61M - $4.24M
|
4.06M
$234M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-86.8K- 35.7% |
$3.68M - $4.32M
|
156K
$9M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-97.1K- 59.51% |
$4.11M - $4.83M
|
66K
$3.8M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-105K- 97.75% |
$4.47M - $5.24M
|
2.42K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 84.43% |
$4.7M - $5.52M
|
20.5K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-117K- 1.43% |
$4.98M - $5.84M
|
8.07M
$465M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-227K- 8.44% |
$9.64M - $11.3M
|
2.47M
$142M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-241K- 33.29% |
$10.2M - $12M
|
484K
$27.8M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-361K- 28.08% |
$15.3M - $18M
|
924K
$53.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-687K- 75.66% |
$29.1M - $34.2M
|
221K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-816K- 6.21% |
$34.6M - $40.6M
|
12.3M
$710M
|