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 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
23+ 0.4% |
$926 - $1.08K
|
5.78K
$333K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
21New |
$845 - $985
|
21
$1.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.22% |
$724 - $844
|
8.38K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
18+ 0.12% |
$724 - $844
|
15K
$865K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.41% |
$604 - $704
|
3.64K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.26% |
$604 - $704
|
5.75K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
10+ 0.01% |
$402 - $469
|
92.8K
$5.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.15% |
$322 - $375
|
5.26K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$241 - $281
|
17.6K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.44% |
$241 - $281
|
1.36K
$78.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.05% |
$201 - $235
|
10.6K
$611K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.39% |
$161 - $188
|
1.03K
$59.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.43% |
$161 - $188
|
933
$53.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.02% |
$121 - $141
|
15.5K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.36% |
$80.5 - $93.8
|
560
$32.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$80.5 - $93.8
|
9.16K
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.35% |
$80.5 - $93.8
|
574
$33K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$80.5 - $93.8
|
6.23K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12- 0.1% |
$483 - $563
|
12.4K
$715K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-48- 0.11% |
$1.93K - $2.25K
|
42.1K
$2.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-50- 0.75% |
$2.01K - $2.35K
|
6.61K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55- 0.9% |
$2.21K - $2.58K
|
6.05K
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-61- 0.06% |
$2.45K - $2.86K
|
104K
$5.99M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-73- 0.27% |
$2.94K - $3.42K
|
27.4K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-104- 1.68% |
$4.18K - $4.88K
|
6.1K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-109- 0.33% |
$4.39K - $5.11K
|
33K
$1.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-150- 2.03% |
$6.04K - $7.04K
|
7.23K
$416K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-155- 0.84% |
$6.24K - $7.27K
|
18.3K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-164- 0.41% |
$6.6K - $7.69K
|
39.4K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-190- 3.9% |
$7.65K - $8.91K
|
4.69K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-195- 0.22% |
$7.85K - $9.15K
|
89.5K
$5.15M
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-196- 0.07% |
$7.89K - $9.19K
|
277K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-234- 1.04% |
$9.42K - $11K
|
22.2K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-321- 3.22% |
$12.9K - $15.1K
|
9.65K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-340- 1.41% |
$13.7K - $15.9K
|
23.8K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-353- 3.88% |
$14.2K - $16.6K
|
8.75K
$504K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-368- 1.03% |
$14.8K - $17.3K
|
35.5K
$2.04M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-435- 3.34% |
$17.5K - $20.4K
|
12.6K
$724K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-450- 5.33% |
$18.1K - $21.1K
|
7.99K
$460K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-458- 6.6% |
$18.4K - $21.5K
|
6.48K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-551- 0.99% |
$22.2K - $25.8K
|
55.1K
$3.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-571- 3.58% |
$23K - $26.8K
|
15.4K
$886K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-574- 2.85% |
$23.1K - $26.9K
|
19.6K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-580- 1.67% |
$23.3K - $27.2K
|
34.1K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-583- 0.4% |
$23.5K - $27.3K
|
145K
$8.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-642- 0.8% |
$25.8K - $30.1K
|
79.4K
$4.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-649- 1.01% |
$26.1K - $30.4K
|
63.7K
$3.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-709- 8.83% |
$28.5K - $33.3K
|
7.32K
$421K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-717- 0.12% |
$28.9K - $33.6K
|
609K
$35.1M
|