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 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8.45K- 1.53% |
$350K - $392K
|
546K
$29.7M
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.86K- 1.29% |
$367K - $411K
|
680K
$37M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9K- 25.93% |
$373K - $418K
|
25.7K
$1.4M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.1K- 1.77% |
$420K - $470K
|
562K
$30.6M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 1.5% |
$422K - $473K
|
671K
$36.5M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.4K- 6.64% |
$430K - $482K
|
146K
$7.94M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.9K- 53.12% |
$450K - $504K
|
9.59K
$522K
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11K- 3.33% |
$456K - $511K
|
319K
$17.4M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.8K- 1.99% |
$488K - $546K
|
581K
$31.6M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 9.14% |
$493K - $552K
|
118K
$6.43M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.3K- 9.57% |
$550K - $616K
|
126K
$6.83M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.3K- 52.09% |
$634K - $709K
|
14.1K
$765K
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-16K- 17.04% |
$661K - $740K
|
77.7K
$4.22M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.2K- 2.73% |
$672K - $752K
|
579K
$31.5M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.9K- 4.43% |
$701K - $785K
|
365K
$19.8M
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-18.1K- 76.83% |
$749K - $838K
|
5.45K
$296K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18.4K- 14.02% |
$764K - $855K
|
113K
$6.15M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 3.5% |
$775K - $868K
|
515K
$28M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-20.1K- 7.63% |
$831K - $930K
|
243K
$13.2M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 6.7% |
$839K - $939K
|
282K
$15.3M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-22.7K- 1.33% |
$939K - $1.05M
|
1.68M
$91.5M
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-23.8K- 18.23% |
$985K - $1.1M
|
107K
$5.79M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 36.22% |
$1.02M - $1.15M
|
43.5K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.2K- 10.46% |
$1.04M - $1.17M
|
216K
$11.7M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25.8K- 39.0% |
$1.07M - $1.19M
|
40.3K
$2.19M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 6.93% |
$1.08M - $1.21M
|
351K
$19.1M
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-27.8K- 7.39% |
$1.15M - $1.29M
|
348K
$18.9M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-28.3K- 3.5% |
$1.17M - $1.31M
|
779K
$42.3M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-28.5K- 0.61% |
$1.18M - $1.32M
|
4.66M
$253M
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-31.2K- 71.89% |
$1.29M - $1.45M
|
12.2K
$664K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.3K- 16.59% |
$1.46M - $1.64M
|
177K
$9.65M
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-35.4K- 10.45% |
$1.47M - $1.64M
|
303K
$16.5M
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-42.3K- 7.09% |
$1.75M - $1.96M
|
554K
$30.1M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.8K- 2.06% |
$2.15M - $2.4M
|
2.46M
$134M
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-73.5K- 0.91% |
$3.04M - $3.41M
|
8M
$435M
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-164K- 64.15% |
$6.78M - $7.6M
|
91.5K
$4.97M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-218K- 45.32% |
$9.03M - $10.1M
|
263K
$14.3M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.14M- 77.34% |
$130M - $146M
|
920K
$50M
|