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 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 2.08% |
$209K - $244K
|
244K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6K- 22.98% |
$242K - $282K
|
20.1K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-6.06K- 12.68% |
$244K - $284K
|
41.7K
$2.4M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.17K- 4.64% |
$248K - $289K
|
127K
$7.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.61K- 32.0% |
$266K - $310K
|
14.1K
$809K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.68K- 2.52% |
$269K - $313K
|
259K
$14.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-6.84K- 11.82% |
$275K - $321K
|
51K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.57K- 11.25% |
$305K - $355K
|
59.7K
$3.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-7.88K- 2.33% |
$317K - $370K
|
331K
$19M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-8.11K- 7.91% |
$326K - $380K
|
94.4K
$5.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.47K- 1.18% |
$341K - $398K
|
712K
$41M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-9.17K- 44.68% |
$369K - $430K
|
11.4K
$654K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-9.52K- 4.7% |
$383K - $447K
|
193K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9.84K- 6.34% |
$396K - $461K
|
145K
$8.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.1K- 64.65% |
$406K - $473K
|
5.52K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10.2K- 5.16% |
$409K - $477K
|
187K
$10.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-10.8K- 5.5% |
$435K - $507K
|
186K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11.3K- 3.24% |
$455K - $530K
|
338K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-11.3K- 1.85% |
$457K - $532K
|
601K
$34.6M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-11.5K- 0.84% |
$464K - $541K
|
1.36M
$78.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 37.75% |
$489K - $570K
|
20.1K
$1.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-12.6K- 0.79% |
$506K - $590K
|
1.57M
$90.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.2K- 2.48% |
$771K - $899K
|
753K
$43.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-19.7K- 1.11% |
$792K - $924K
|
1.76M
$101M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.7K- 0.76% |
$794K - $926K
|
2.58M
$149M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.2K- 3.33% |
$854K - $996K
|
616K
$35.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.7K- 2.97% |
$873K - $1.02M
|
709K
$40.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22.9K- 26.19% |
$921K - $1.07M
|
64.5K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23.6K- 3.88% |
$951K - $1.11M
|
586K
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-25.5K- 2.24% |
$1.03M - $1.2M
|
1.11M
$64M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-27.3K- 1.09% |
$1.1M - $1.28M
|
2.49M
$143M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-32.3K- 5.42% |
$1.3M - $1.52M
|
565K
$32.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 9.07% |
$1.83M - $2.14M
|
456K
$26.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-46.6K- 22.2% |
$1.87M - $2.18M
|
163K
$9.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-51K- 2.82% |
$2.05M - $2.39M
|
1.76M
$101M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-69.7K- 3.25% |
$2.8M - $3.27M
|
2.07M
$119M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-69.9K- 8.91% |
$2.81M - $3.28M
|
715K
$41.2M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-174K- 60.0% |
$7.01M - $8.17M
|
116K
$6.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-204K- 2.43% |
$8.2M - $9.56M
|
8.19M
$471M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-316K- 70.0% |
$12.7M - $14.8M
|
135K
$7.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-503K- 89.46% |
$20.2M - $23.6M
|
59.3K
$3.41M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.35M- 74.23% |
$54.3M - $63.3M
|
468K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.29M- 45.44% |
$92M - $107M
|
2.75M
$158M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.04M- 99.95% |
$364M - $424M
|
4.43K
$255K
|