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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.34K- 0.67% |
$55.4K - $62K
|
198K
$10.8M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 8.32% |
$56.9K - $63.7K
|
15.1K
$822K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 10.19% |
$59.3K - $66.4K
|
12.6K
$686K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.48K- 1.04% |
$61.2K - $68.5K
|
141K
$7.66M
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.58K- 20.62% |
$65.6K - $73.4K
|
6.09K
$331K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.74K- 2.73% |
$72.2K - $80.9K
|
62.1K
$3.38M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.77K- 2.18% |
$73.4K - $82.2K
|
79.4K
$4.32M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.89K- 29.63% |
$78.3K - $87.7K
|
4.49K
$244K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.92K- 0.8% |
$79.4K - $88.9K
|
237K
$12.9M
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-1.99K- 4.06% |
$82.3K - $92.1K
|
46.9K
$2.55M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.07K- 1.44% |
$85.9K - $96.2K
|
141K
$7.69M
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2.08K- 1.71% |
$86K - $96.3K
|
120K
$6.5M
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.08K- 19.58% |
$86.4K - $96.7K
|
8.56K
$465K
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.11K- 1.45% |
$87.5K - $97.9K
|
143K
$7.79M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.13K- 2.41% |
$88.2K - $98.8K
|
86.3K
$4.69M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.18K- 17.42% |
$90.1K - $101K
|
10.3K
$561K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.23K- 11.72% |
$92.2K - $103K
|
16.8K
$911K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.3K- 0.8% |
$95.2K - $107K
|
284K
$15.4M
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.42K- 7.6% |
$100K - $112K
|
29.4K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.51K- 4.27% |
$104K - $116K
|
56.2K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 14.5% |
$105K - $118K
|
15K
$815K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.55K- 15.83% |
$106K - $118K
|
13.6K
$738K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.62K- 15.07% |
$108K - $121K
|
14.8K
$802K
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-2.7K- 0.26% |
$112K - $125K
|
1.02M
$55.7M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$113K - $126K
|
63.1K
$3.43M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.92K- 3.78% |
$121K - $135K
|
74.2K
$4.03M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3.26K- 26.86% |
$135K - $151K
|
8.87K
$482K
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.73K- 6.89% |
$154K - $173K
|
50.3K
$2.74M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.8K- 0.6% |
$158K - $176K
|
631K
$34.3M
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.84K- 3.88% |
$159K - $178K
|
95.1K
$5.17M
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-3.86K- 11.18% |
$160K - $179K
|
30.7K
$1.67M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.94K- 0.29% |
$163K - $183K
|
1.37M
$74.4M
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.97K- 13.66% |
$164K - $184K
|
25.1K
$1.36M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.99K- 4.95% |
$165K - $185K
|
76.6K
$4.16M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.99K- 26.7% |
$165K - $185K
|
10.9K
$595K
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.14K- 11.52% |
$171K - $192K
|
31.8K
$1.73M
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.22K- 17.64% |
$175K - $196K
|
19.7K
$1.07M
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.26K- 0.62% |
$176K - $197K
|
681K
$37M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 29.88% |
$186K - $209K
|
10.6K
$574K
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-4.83K- 5.16% |
$200K - $224K
|
88.7K
$4.82M
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5.72K- 3.26% |
$237K - $265K
|
170K
$9.24M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.58K- 43.39% |
$273K - $305K
|
8.59K
$467K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-6.72K- 5.39% |
$278K - $312K
|
118K
$6.42M
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.83K- 16.87% |
$283K - $317K
|
33.7K
$1.83M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-7.04K- 3.77% |
$292K - $327K
|
180K
$9.78M
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-7.12K- 0.41% |
$295K - $330K
|
1.74M
$94.4M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.26K- 5.91% |
$301K - $337K
|
116K
$6.28M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.14K- 5.12% |
$337K - $378K
|
151K
$8.2M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.15K- 0.7% |
$338K - $378K
|
1.15M
$62.6M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.21K- 1.56% |
$340K - $381K
|
517K
$28.1M
|