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 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-108- 0.26% |
$4.48K - $5.01K
|
40.9K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-111- 0.3% |
$4.6K - $5.15K
|
37.5K
$2.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-114- 13.82% |
$4.72K - $5.29K
|
711
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-149- 0.04% |
$6.17K - $6.91K
|
365K
$21.1M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-151- 1.72% |
$6.26K - $7K
|
8.63K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-180- 1.14% |
$7.46K - $8.35K
|
15.6K
$907K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-181- 6.34% |
$7.5K - $8.4K
|
2.68K
$155K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-258- 2.83% |
$10.7K - $12K
|
8.86K
$514K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-269- 1.76% |
$11.1K - $12.5K
|
15K
$869K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-294- 0.93% |
$12.2K - $13.6K
|
31.2K
$1.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-334- 5.3% |
$13.8K - $15.5K
|
5.97K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-350- 5.74% |
$14.5K - $16.2K
|
5.75K
$333K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-400- 0.52% |
$16.6K - $18.6K
|
76.8K
$4.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-406- 0.37% |
$16.8K - $18.8K
|
110K
$6.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-410- 2.98% |
$17K - $19K
|
13.4K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-456- 0.26% |
$18.9K - $21.2K
|
174K
$10.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-467- 9.54% |
$19.4K - $21.7K
|
4.43K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-472- 3.11% |
$19.6K - $21.9K
|
14.7K
$852K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-475- 18.92% |
$19.7K - $22K
|
2.04K
$118K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-481- 0.33% |
$19.9K - $22.3K
|
147K
$8.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-497- 5.29% |
$20.6K - $23.1K
|
8.9K
$516K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-507- 3.37% |
$21K - $23.5K
|
14.5K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-576- 1.03% |
$23.9K - $26.7K
|
55.4K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-582- 1.02% |
$24.1K - $27K
|
56.2K
$3.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-634- 2.12% |
$26.3K - $29.4K
|
29.3K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-656- 3.31% |
$27.2K - $30.4K
|
19.2K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-667- 0.75% |
$27.6K - $30.9K
|
88.6K
$5.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-686- 1.61% |
$28.4K - $31.8K
|
41.9K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-773- 6.75% |
$32K - $35.9K
|
10.7K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-779- 32.16% |
$32.3K - $36.1K
|
1.64K
$95.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 12.52% |
$33.2K - $37.1K
|
5.59K
$324K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-807- 4.25% |
$33.4K - $37.4K
|
18.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-836- 1.64% |
$34.6K - $38.8K
|
50.1K
$2.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-836- 0.7% |
$34.6K - $38.8K
|
118K
$6.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-886- 1.88% |
$36.7K - $41.1K
|
46.2K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-889- 5.71% |
$36.8K - $41.2K
|
14.7K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-901- 2.35% |
$37.3K - $41.8K
|
37.4K
$2.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-914- 0.35% |
$37.9K - $42.4K
|
260K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-977- 1.03% |
$40.5K - $45.3K
|
93.9K
$5.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-989- 0.54% |
$41K - $45.9K
|
183K
$10.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.02K- 1.17% |
$42.1K - $47.2K
|
85.6K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.03K- 0.23% |
$42.8K - $47.9K
|
440K
$25.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.04K- 2.95% |
$42.9K - $48K
|
34.1K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.08K- 11.23% |
$44.8K - $50.1K
|
8.55K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.1K- 3.15% |
$45.5K - $50.9K
|
33.8K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.19K- 0.48% |
$49.2K - $55.1K
|
248K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 0.48% |
$50.1K - $56.1K
|
253K
$14.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 0.6% |
$55.2K - $61.8K
|
219K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.34K- 0.67% |
$55.4K - $62K
|
198K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 8.32% |
$56.9K - $63.7K
|
15.1K
$877K
|