Purchases and Sales Made in Q2 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 Q2 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
Jul 20, 2022 Q2 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
37.1K
New
$1.47M - $1.75M
37.1K $1.93M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
36.9K
+ 2.33%
$1.47M - $1.74M
1.62M $84.4M
Jul 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

BUY
 -
35.9K
New
$1.43M - $1.69M
35.9K $1.87M
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
34.4K
+ 2.7%
$1.37M - $1.62M
1.31M $68.2M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
33.2K
+ 235.5%
$1.32M - $1.57M
47.3K $2.46M
Aug 03, 2022 Q2 2022
Landmark Financial Advisors, LLC

BUY
 -
32.3K
+ 26.18%
$1.28M - $1.52M
156K $8.11M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
31.2K
+ 38.81%
$1.24M - $1.47M
112K $5.82M
Jul 11, 2022 Q2 2022
Resource Consulting Group Inc

BUY
 -
30.3K
+ 1.93%
$1.2M - $1.43M
1.6M $83.2M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
30.2K
+ 21.7%
$1.2M - $1.43M
170K $8.83M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
29K
New
$1.15M - $1.37M
29K $1.51M
Jul 14, 2022 Q2 2022
Zhang Financial LLC

BUY
 -
27.2K
New
$1.08M - $1.28M
27.2K $1.42M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
26.7K
+ 42.35%
$1.06M - $1.26M
89.9K $4.68M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
26.3K
New
$1.04M - $1.24M
26.3K $1.37M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
26K
+ 337.49%
$1.03M - $1.23M
33.7K $1.75M
Jul 14, 2022 Q2 2022
Compass Advisory Group LLC

BUY
 -
25.5K
+ 13.26%
$1.01M - $1.2M
218K $11.3M
Jul 20, 2022 Q2 2022
Geometric Wealth Advisors

BUY
 -
25K
New
$993K - $1.18M
25K $1.3M
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

BUY
 -
24.5K
+ 9.88%
$973K - $1.15M
272K $14.2M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
23.6K
+ 6.33%
$936K - $1.11M
396K $20.6M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
22.2K
+ 3.24%
$883K - $1.05M
708K $36.9M
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
20.3K
+ 8.61%
$807K - $958K
256K $13.3M
Aug 10, 2022 Q2 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
18.7K
+ 4.33%
$742K - $881K
450K $23.4M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
18.6K
New
$740K - $878K
18.6K $969K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.2K
+ 125.18%
$722K - $858K
32.7K $1.7M
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
17.9K
+ 777.88%
$710K - $842K
20.2K $1.05M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
17.5K
+ 20.95%
$694K - $824K
101K $5.25M
Jul 22, 2022 Q2 2022
Hemington Wealth Management

BUY
 -
17.2K
+ 91.95%
$682K - $809K
35.8K $1.86M
Aug 08, 2022 Q2 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
17K
New
$673K - $799K
17K $883K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
16.6K
+ 8.75%
$657K - $780K
206K $10.7M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.4K
+ 108.8%
$652K - $774K
31.5K $1.64M
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

BUY
 -
15.8K
New
$626K - $743K
15.8K $820K
Aug 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
15.5K
New
$615K - $730K
15.5K $806K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
14.7K
+ 3.3%
$585K - $695K
461K $24M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
14.3K
+ 13.41%
$566K - $672K
121K $6.28M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
14K
New
$558K - $662K
14K $731K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
13.5K
+ 1.18%
$537K - $637K
1.16M $60.1M
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
13.3K
+ 13.44%
$527K - $626K
112K $5.83M
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

BUY
 -
13.1K
New
$522K - $619K
13.1K $684K
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
12.9K
+ 16.38%
$510K - $606K
91.3K $4.75M
Jul 27, 2022 Q2 2022
Consilio Wealth Advisors, LLC

BUY
 -
12.4K
+ 5.62%
$492K - $584K
233K $12.1M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
12.3K
New
$488K - $579K
12.3K $639K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
12K
New
$478K - $567K
12K $626K
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
11.7K
+ 13.43%
$466K - $553K
99.1K $5.16M
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
11.1K
New
$440K - $523K
11.1K $577K
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
11.1K
New
$440K - $522K
11.1K $577K
Jul 11, 2022 Q2 2022
Stone Asset Management Inc.

BUY
 -
10.9K
New
$434K - $515K
10.9K $569K
Jul 19, 2022 Q2 2022
Pettinga Financial Advisors, LLC

BUY
 -
10.8K
New
$427K - $507K
10.8K $560K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
10.7K
+ 75.91%
$426K - $505K
24.8K $1.29M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
10.6K
New
$423K - $502K
10.6K $554K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

BUY
 -
10.5K
+ 127.17%
$416K - $494K
18.7K $974K

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