Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
24.7K+ 14.42% |
$1.02M - $1.14M
|
196K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$991K - $1.11M
|
23.9K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 4.23% |
$985K - $1.1M
|
585K
$33.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.1K+ 4.36% |
$959K - $1.07M
|
554K
$31.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 441.06% |
$945K - $1.06M
|
28K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22.6K+ 175.18% |
$936K - $1.05M
|
35.5K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.9K+ 12.63% |
$906K - $1.01M
|
195K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.3KNew |
$884K - $990K
|
21.3K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
21.1K+ 2.62% |
$875K - $979K
|
828K
$47.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
20.4K+ 4.23% |
$847K - $948K
|
504K
$29M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
20.4K+ 138.95% |
$845K - $945K
|
35K
$2.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
19.5K+ 253.8% |
$810K - $907K
|
27.2K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 15.49% |
$800K - $896K
|
144K
$8.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18K+ 5.81% |
$747K - $836K
|
328K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$732K - $820K
|
17.7K
$1.02M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
16.3K+ 6.29% |
$675K - $755K
|
275K
$15.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.2K+ 49.52% |
$672K - $753K
|
49K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.6KNew |
$648K - $725K
|
15.6K
$900K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
14.6K+ 2.38% |
$606K - $678K
|
629K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.3KNew |
$594K - $665K
|
14.3K
$826K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14.3K+ 12.32% |
$592K - $663K
|
130K
$7.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
14K+ 1.7% |
$580K - $650K
|
836K
$48.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
14K+ 65.63% |
$579K - $648K
|
35.2K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14K+ 4.71% |
$579K - $648K
|
311K
$17.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.1K+ 241.83% |
$541K - $606K
|
18.5K
$1.06M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
12.6K+ 1.98% |
$523K - $585K
|
649K
$37.3M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 4.39% |
$519K - $581K
|
298K
$17.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12.5K+ 21.51% |
$518K - $580K
|
70.7K
$4.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
12.3K+ 76.36% |
$510K - $571K
|
28.5K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.3KNew |
$427K - $478K
|
10.3K
$593K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 4.71% |
$423K - $474K
|
227K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.69K+ 6.23% |
$401K - $449K
|
165K
$9.52M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.4K+ 280.36% |
$389K - $436K
|
12.7K
$734K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
9.19K+ 2.64% |
$381K - $426K
|
357K
$20.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
9.18K+ 1.13% |
$381K - $426K
|
823K
$47.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
8.88K+ 44.13% |
$368K - $412K
|
29K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.78KNew |
$364K - $407K
|
8.78K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.67K+ 16.36% |
$359K - $402K
|
61.7K
$3.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.18K+ 7.16% |
$339K - $379K
|
122K
$7.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.04KNew |
$333K - $373K
|
8.04K
$463K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.03K+ 43.01% |
$333K - $373K
|
26.7K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$332K - $371K
|
8K
$461K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.9KNew |
$327K - $366K
|
7.9K
$455K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.86K+ 2.68% |
$326K - $365K
|
301K
$17.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.76K+ 36.77% |
$321K - $360K
|
28.9K
$1.66M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.47K+ 16.51% |
$310K - $346K
|
52.7K
$3.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.43K+ 22.84% |
$308K - $345K
|
40K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.09K+ 116.64% |
$294K - $329K
|
13.2K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.89K+ 9.51% |
$286K - $320K
|
79.3K
$4.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
6.83K+ 10.57% |
$283K - $317K
|
71.4K
$4.11M
|