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
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.9K+ 48.08% |
$481K - $560K
|
36.8K
$2.12M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
11.9KNew |
$480K - $560K
|
11.9K
$687K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$475K - $553K
|
11.8K
$679K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.8KNew |
$474K - $553K
|
11.8K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 6.19% |
$472K - $551K
|
201K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 5.69% |
$468K - $545K
|
216K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
11.5KNew |
$462K - $539K
|
11.5K
$661K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
11.5K+ 4.13% |
$461K - $538K
|
289K
$16.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.3KNew |
$454K - $529K
|
11.3K
$649K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.1KNew |
$448K - $523K
|
11.1K
$641K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.9K+ 1.35% |
$439K - $512K
|
819K
$47.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.7KNew |
$431K - $502K
|
10.7K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 39.86% |
$430K - $501K
|
37.5K
$2.16M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 39.86% |
$430K - $501K
|
37.5K
$2.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.5K+ 0.91% |
$423K - $493K
|
1.16M
$66.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.4K+ 57.42% |
$418K - $487K
|
28.5K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.2K+ 1.34% |
$411K - $479K
|
771K
$44.4M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.72K+ 9.26% |
$391K - $456K
|
115K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.65K+ 8.91% |
$388K - $452K
|
118K
$6.79M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
9.54K+ 4.69% |
$384K - $448K
|
213K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.54KNew |
$384K - $448K
|
9.54K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.28KNew |
$373K - $435K
|
9.28K
$534K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.91K+ 8.06% |
$359K - $418K
|
120K
$6.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
8.84K+ 4.15% |
$356K - $415K
|
222K
$12.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.71K+ 7.73% |
$350K - $408K
|
121K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
8.6K+ 85.4% |
$346K - $404K
|
18.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.1K+ 1.33% |
$326K - $380K
|
618K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.01KNew |
$322K - $376K
|
8.01K
$461K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.95K+ 12.12% |
$320K - $373K
|
73.6K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.8KNew |
$314K - $366K
|
7.8K
$449K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.53KNew |
$303K - $353K
|
7.53K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7.44K+ 1.76% |
$299K - $349K
|
430K
$24.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.39K+ 32.1% |
$297K - $347K
|
30.4K
$1.75M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
7.3KNew |
$294K - $343K
|
7.3K
$420K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
7.03K+ 6.65% |
$283K - $330K
|
113K
$6.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
6.98K+ 5.13% |
$281K - $327K
|
143K
$8.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.98K+ 4.46% |
$281K - $327K
|
163K
$9.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.88KNew |
$277K - $323K
|
6.88K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.81K+ 108.99% |
$274K - $320K
|
13.1K
$752K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.54K+ 59.04% |
$263K - $307K
|
17.6K
$1.01M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.14KNew |
$247K - $288K
|
6.14K
$353K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.12KNew |
$246K - $287K
|
6.12K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.08KNew |
$244K - $285K
|
6.08K
$350K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.9K+ 3.11% |
$238K - $277K
|
196K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.77K+ 5.04% |
$232K - $271K
|
120K
$6.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.76K+ 92.91% |
$232K - $270K
|
12K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.7K+ 2.35% |
$229K - $267K
|
248K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.6KNew |
$225K - $262K
|
5.6K
$322K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.47K+ 0.34% |
$220K - $257K
|
1.61M
$92.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.36K+ 840.13% |
$216K - $251K
|
6K
$345K
|