Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT) during Q1 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
May 09, 2022 Q1 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.75K
New
$210K - $231K
4.75K $287K
May 16, 2022 Q1 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
4.69K
New
$208K - $228K
4.69K $284K
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
4.6K
New
$204K - $224K
4.6K $279K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
4.53K
+ 2.09%
$201K - $220K
221K $13.4M
Apr 29, 2022 Q1 2022
Versant Capital Management, Inc

BUY
 -
4.42K
+ 16.54%
$196K - $215K
31.1K $1.88M
May 16, 2022 Q1 2022
Angeles Wealth Management, LLC

BUY
 -
4.18K
New
$186K - $204K
4.18K $253K
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
4.18K
+ 50.59%
$185K - $203K
12.4K $753K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
3.92K
+ 45.49%
$174K - $191K
12.5K $760K
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
3.89K
+ 4.85%
$173K - $189K
84.2K $5.1M
May 11, 2022 Q1 2022
Lauterbach Financial Advisors, LLC

BUY
 -
3.84K
+ 0.92%
$170K - $187K
420K $25.4M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.65K
+ 4.25%
$162K - $178K
89.6K $5.43M
Aug 25, 2022 Q1 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
2.93K
+ 6.4%
$130K - $143K
48.8K $2.95M
Apr 14, 2022 Q1 2022
Capital Performance Advisors LLP

BUY
 -
2.87K
+ 0.36%
$127K - $139K
803K $48.6M
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
2.82K
+ 57.58%
$125K - $137K
7.7K $467K
May 10, 2022 Q1 2022
Maryland Capital Advisors Inc.

BUY
 -
2.58K
New
$115K - $126K
2.58K $156K
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
2.51K
+ 8106.45%
$111K - $122K
2.54K $154K
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
2.5K
+ 13.61%
$111K - $121K
20.8K $1.26M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.27K
+ 4.13%
$100K - $110K
57.1K $3.46M
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
2.21K
+ 1.19%
$98.1K - $108K
189K $11.4M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.9K
+ 9.76%
$84K - $92.2K
21.3K $1.29M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
1.78K
+ 1.45%
$79.1K - $86.8K
124K $7.54M
Apr 21, 2022 Q1 2022
Rs Crum Inc.

BUY
 -
1.78K
+ 1.29%
$78.8K - $86.4K
140K $8.45M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.67K
New
$74.2K - $81.4K
1.67K $101K
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
1.63K
+ 1.89%
$72.4K - $79.4K
87.9K $5.32M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.55K
+ 1355.26%
$68.5K - $75.1K
1.66K $100K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
1.17K
New
$51.8K - $56.9K
1.17K $70.8K
Apr 27, 2022 Q1 2022
Shearwater Capital LLC

BUY
 -
1.13K
+ 1.15%
$50.1K - $55K
99K $6M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.09K
+ 17.84%
$48.5K - $53.2K
7.22K $437K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.08K
+ 20.64%
$47.9K - $52.5K
6.31K $382K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.06K
+ 760.43%
$46.9K - $51.4K
1.2K $72.4K
Apr 29, 2022 Q1 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.02K
New
$45.3K - $49.7K
1.02K $61.8K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
975
+ 5.46%
$43.2K - $47.4K
18.8K $1.14M
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

BUY
 -
943
+ 4.69%
$41.8K - $45.9K
21.1K $1.28M
May 04, 2022 Q1 2022
Fortress Wealth Management, Inc.

BUY
 -
914
+ 18.7%
$40.5K - $44.5K
5.8K $351K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
825
+ 17.02%
$36.6K - $40.1K
5.67K $343K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
817
+ 5.72%
$36.2K - $39.7K
15.1K $914K
Apr 28, 2022 Q1 2022
Asio Capital, LLC

BUY
 -
800
New
$35.5K - $38.9K
800 $48.4K
May 13, 2022 Q1 2022
Cpwm, LLC

Seattle, WA
BUY
 -
791
+ 1.07%
$35.1K - $38.5K
74.5K $4.51M
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
773
+ 0.11%
$34.3K - $37.6K
680K $41.2M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
728
+ 1.98%
$32.3K - $35.4K
37.5K $2.27M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
713
+ 8.02%
$31.6K - $34.7K
9.6K $581K
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

BUY
 -
562
+ 3.09%
$24.9K - $27.3K
18.7K $1.13M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
538
+ 2.35%
$23.9K - $26.2K
23.4K $1.42M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
504
+ 19.1%
$22.4K - $24.5K
3.14K $190K
May 03, 2022 Q1 2022
Rtd Financial Advisors, Inc.

BUY
 -
490
+ 0.51%
$21.7K - $23.8K
95.8K $5.8M
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

BUY
 -
427
+ 0.43%
$18.9K - $20.8K
98.7K $5.98M
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
289
+ 1.93%
$12.8K - $14.1K
15.3K $926K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
283
+ 1.64%
$12.6K - $13.8K
17.5K $1.06M
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
251
+ 1.67%
$11.1K - $12.2K
15.2K $923K

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