Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48K+ 57.51% |
$1.93M - $2.25M
|
131K
$6.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46.9K+ 185.72% |
$1.89M - $2.2M
|
72.2K
$3.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
46.5K+ 16.93% |
$1.87M - $2.18M
|
321K
$16.9M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
46.1KNew |
$1.85M - $2.16M
|
46.1K
$2.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
45.7K+ 1.38% |
$1.84M - $2.14M
|
3.37M
$177M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
42.4K+ 9.46% |
$1.71M - $1.99M
|
491K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
40.4K+ 503.1% |
$1.63M - $1.9M
|
48.5K
$2.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
40.2K+ 37.35% |
$1.62M - $1.89M
|
148K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.8K+ 12.36% |
$1.52M - $1.77M
|
343K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.6K+ 76.04% |
$1.51M - $1.76M
|
87K
$4.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37KNew |
$1.49M - $1.73M
|
37K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
35.7KNew |
$1.44M - $1.68M
|
35.7K
$1.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
35K+ 634.3% |
$1.41M - $1.64M
|
40.6K
$2.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33.2KNew |
$1.34M - $1.56M
|
33.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.2K+ 26.91% |
$1.34M - $1.56M
|
156K
$8.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 14.4% |
$1.25M - $1.46M
|
248K
$13M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
30.8KNew |
$1.24M - $1.44M
|
30.8K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
30K+ 2.95% |
$1.21M - $1.41M
|
1.05M
$55M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
29.7K+ 384.14% |
$1.2M - $1.39M
|
37.5K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29K+ 21.35% |
$1.17M - $1.36M
|
165K
$8.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28.9KNew |
$1.16M - $1.36M
|
28.9K
$1.52M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.6K+ 170.82% |
$1.11M - $1.3M
|
43.8K
$2.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.3K+ 106.21% |
$1.02M - $1.19M
|
49.1K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25KNew |
$1M - $1.17M
|
25K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 6.19% |
$989K - $1.15M
|
422K
$22.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1K+ 8.64% |
$931K - $1.09M
|
291K
$15.3M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.6K+ 10.49% |
$909K - $1.06M
|
238K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
21KNew |
$843K - $983K
|
21K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
20.8K+ 6.43% |
$837K - $975K
|
344K
$18.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.4K+ 5.89% |
$822K - $958K
|
367K
$19.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.4K+ 5.89% |
$822K - $958K
|
367K
$19.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
20KNew |
$806K - $940K
|
20K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
20K+ 6.93% |
$805K - $939K
|
309K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8K+ 21.08% |
$799K - $931K
|
114K
$5.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 10.42% |
$729K - $849K
|
192K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
16.6K+ 1.96% |
$669K - $780K
|
864K
$45.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 7.78% |
$664K - $774K
|
228K
$12M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16K+ 217.53% |
$646K - $753K
|
23.4K
$1.23M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.5KNew |
$623K - $727K
|
15.5K
$814K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14.7K+ 12.2% |
$590K - $687K
|
135K
$7.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14.6KNew |
$589K - $687K
|
14.6K
$770K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 7.77% |
$580K - $676K
|
200K
$10.5M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.7K+ 22.57% |
$551K - $643K
|
74.4K
$3.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.6K+ 4.35% |
$549K - $640K
|
327K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.2K+ 8.98% |
$531K - $619K
|
160K
$8.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.1KNew |
$526K - $613K
|
13.1K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13K+ 9.11% |
$523K - $610K
|
156K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.6K+ 50.99% |
$505K - $589K
|
37.2K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.4K+ 130.24% |
$498K - $581K
|
21.9K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.1K+ 75.14% |
$487K - $568K
|
28.2K
$1.48M
|