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 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-769- 5.31% |
$30.9K - $36.1K
|
13.7K
$790K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-776- 0.21% |
$31.2K - $36.4K
|
369K
$21.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-847- 2.28% |
$34.1K - $39.7K
|
36.4K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-875- 2.4% |
$35.2K - $41K
|
35.5K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-896- 0.72% |
$36.1K - $42K
|
123K
$7.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-908- 12.68% |
$36.5K - $42.6K
|
6.26K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-915- 5.53% |
$36.8K - $42.9K
|
15.6K
$900K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-937- 2.17% |
$37.7K - $44K
|
42.3K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-939- 3.01% |
$37.8K - $44K
|
30.2K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-951- 2.81% |
$38.3K - $44.6K
|
32.9K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-953- 1.49% |
$38.3K - $44.7K
|
63.1K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-967- 1.9% |
$38.9K - $45.4K
|
49.9K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-989- 5.99% |
$39.8K - $46.4K
|
15.5K
$894K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 5.18% |
$40.3K - $47K
|
18.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.04K- 2.0% |
$41.7K - $48.6K
|
50.7K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.06K- 0.71% |
$42.5K - $49.6K
|
148K
$8.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 11.03% |
$43.7K - $50.9K
|
8.75K
$504K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.09K- 6.0% |
$43.7K - $50.9K
|
17K
$979K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.1K- 6.2% |
$44.3K - $51.7K
|
16.7K
$959K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.12K- 1.98% |
$45K - $52.4K
|
55.5K
$3.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.27K- 14.1% |
$50.9K - $59.4K
|
7.71K
$444K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$56.3K - $65.7K
|
7.15K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.46K- 14.4% |
$58.8K - $68.5K
|
8.68K
$500K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 16.39% |
$60.4K - $70.4K
|
7.65K
$440K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.61K- 14.52% |
$64.6K - $75.3K
|
9.45K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.77K- 14.02% |
$71.2K - $83K
|
10.8K
$624K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.88K- 0.63% |
$75.7K - $88.3K
|
297K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.88K- 3.26% |
$75.8K - $88.3K
|
55.8K
$3.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.07K- 1.11% |
$83.4K - $97.2K
|
184K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.09K- 4.31% |
$83.9K - $97.9K
|
46.3K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.32K- 3.27% |
$93.4K - $109K
|
68.8K
$3.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-2.35K- 2.87% |
$94.5K - $110K
|
79.4K
$4.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.48K- 6.14% |
$99.8K - $116K
|
37.9K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.65K- 9.94% |
$107K - $124K
|
24K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-2.65K- 1.9% |
$107K - $124K
|
137K
$7.87M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.71K- 17.8% |
$109K - $127K
|
12.5K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.79K- 3.06% |
$112K - $131K
|
88.2K
$5.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.85K- 0.97% |
$115K - $134K
|
292K
$16.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
SELL
|
- |
-2.88K- 2.77% |
$116K - $135K
|
101K
$5.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.99K- 52.36% |
$120K - $140K
|
2.72K
$157K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.11K- 8.29% |
$125K - $146K
|
34.4K
$1.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.2K- 3.75% |
$129K - $150K
|
82.2K
$4.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.46K- 2.19% |
$139K - $162K
|
154K
$8.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-3.9K- 4.86% |
$157K - $183K
|
76.4K
$4.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.2K- 23.27% |
$169K - $197K
|
13.8K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.33K- 75.67% |
$174K - $203K
|
1.39K
$80.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.48K- 20.66% |
$180K - $210K
|
17.2K
$990K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.67K- 1.24% |
$188K - $219K
|
373K
$21.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.84K- 9.94% |
$195K - $227K
|
43.8K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.85K- 29.93% |
$195K - $228K
|
11.4K
$653K
|