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 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.31KNew |
$214K - $249K
|
5.31K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.27KNew |
$212K - $247K
|
5.27K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.19K+ 36.05% |
$209K - $244K
|
19.6K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.08KNew |
$204K - $238K
|
5.08K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.99KNew |
$201K - $234K
|
4.99K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.95K+ 37.01% |
$199K - $232K
|
18.3K
$1.06M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.95KNew |
$199K - $232K
|
4.95K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.8KNew |
$193K - $225K
|
4.8K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.61KNew |
$186K - $216K
|
4.61K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.6K+ 39.9% |
$185K - $216K
|
16.1K
$927K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.58KNew |
$184K - $215K
|
4.58K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.56KNew |
$183K - $214K
|
4.56K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.15K+ 9.13% |
$167K - $194K
|
49.5K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.14K+ 28.93% |
$167K - $194K
|
18.5K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.04K+ 22.6% |
$163K - $189K
|
21.9K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4KNew |
$161K - $188K
|
4K
$230K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.94KNew |
$158K - $185K
|
3.94K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.87K+ 32.16% |
$156K - $181K
|
15.9K
$915K
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.68K+ 0.57% |
$148K - $172K
|
645K
$37.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.59K+ 14.33% |
$144K - $168K
|
28.6K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.57KNew |
$144K - $168K
|
3.57K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.45K+ 7.24% |
$139K - $162K
|
51.1K
$2.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.29KNew |
$132K - $154K
|
3.29K
$189K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.28K+ 7.87% |
$132K - $154K
|
45K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.03K+ 17.66% |
$122K - $142K
|
20.2K
$1.16M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.98KNew |
$120K - $140K
|
2.98K
$171K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.97K+ 67.11% |
$120K - $139K
|
7.4K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2.96K+ 1.08% |
$119K - $139K
|
276K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.96K+ 2.72% |
$119K - $139K
|
112K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.81KNew |
$113K - $132K
|
2.81K
$162K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.8K+ 35.34% |
$112K - $131K
|
10.7K
$616K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.62K+ 17.26% |
$105K - $123K
|
17.8K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.49K+ 28.35% |
$100K - $117K
|
11.3K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.48K+ 6.4% |
$99.9K - $116K
|
41.3K
$2.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.42K+ 47.18% |
$97.2K - $113K
|
7.53K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.37K+ 91.29% |
$95.3K - $111K
|
4.96K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
2.35KNew |
$94.6K - $110K
|
2.35K
$135K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.21K+ 14.77% |
$88.9K - $104K
|
17.2K
$988K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 16.03% |
$84.5K - $98.5K
|
15.2K
$875K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.09K+ 0.92% |
$84K - $97.9K
|
230K
$13.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 1.27% |
$81.4K - $94.9K
|
161K
$9.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99K+ 3.52% |
$80K - $93.2K
|
58.5K
$3.36M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1.9K+ 1.67% |
$76.4K - $89.1K
|
115K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.81K+ 542.94% |
$72.8K - $84.8K
|
2.14K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.77KNew |
$71.3K - $83.1K
|
1.77K
$102K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.76KNew |
$70.9K - $82.7K
|
1.76K
$101K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.76KNew |
$70.9K - $82.7K
|
1.76K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.69KNew |
$67.8K - $79.1K
|
1.69K
$97K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.57K+ 8.96% |
$63.1K - $73.5K
|
19.1K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4K+ 4.43% |
$56.3K - $65.6K
|
33K
$1.9M
|