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 15, 2022 Q2 2022
Herold Advisors, Inc.

BUY
 -
115
+ 1.9%
$4.57K - $5.42K
6.18K $355K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
105
+ 0.47%
$4.17K - $4.95K
22.5K $1.3M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
84
+ 0.29%
$3.34K - $3.96K
29.3K $1.69M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
72
+ 0.22%
$2.86K - $3.39K
32.8K $1.89M
Aug 12, 2022 Q2 2022
Warwick Investment Management, Inc.

BUY
 -
63
+ 0.41%
$2.5K - $2.97K
15.4K $886K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
50
New
$1.99K - $2.36K
50 $2.88K
Aug 03, 2022 Q2 2022
Murphy Pohlad Asset Management LLC

BUY
 -
50
+ 0.3%
$1.99K - $2.36K
16.5K $950K
Aug 09, 2022 Q2 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
42
+ 0.42%
$1.67K - $1.98K
10.1K $581K
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
42
+ 0.41%
$1.67K - $1.98K
10.4K $599K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
37
+ 0.29%
$1.47K - $1.74K
12.6K $724K
Aug 05, 2022 Q2 2022
Staley Capital Advisers Inc

BUY
 -
35
+ 0.41%
$1.39K - $1.65K
8.55K $492K
Jul 20, 2022 Q2 2022
Exeter Financial, LLC

BUY
 -
34
+ 0.41%
$1.35K - $1.6K
8.25K $475K
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
33
+ 0.37%
$1.31K - $1.56K
8.98K $517K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
26
+ 0.39%
$1.03K - $1.23K
6.63K $381K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
22
+ 0.09%
$874 - $1.04K
24.1K $1.39M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
19
+ 475.0%
$755 - $896
23 $1.32K
Jul 26, 2022 Q2 2022
Helen Stephens Group, LLC

BUY
 -
16
+ 0.29%
$636 - $754
5.63K $324K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
15
+ 0.42%
$596 - $707
3.61K $208K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
14
+ 0.36%
$556 - $660
3.86K $222K
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
13
+ 0.06%
$516 - $613
23.4K $1.35M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
9
+ 0.18%
$357 - $424
5.09K $293K
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
7
+ 0.42%
$278 - $330
1.66K $95.3K
Jul 28, 2022 Q2 2022
Whittier Trust CO

BUY
 -
6
+ 0.06%
$238 - $283
10.6K $610K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
4
+ 0.43%
$159 - $189
925 $53.2K
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

BUY
 -
3
+ 0.03%
$119 - $141
9.16K $527K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.35%
$79.4 - $94.3
570 $32.8K
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-20
Closed
$794 - $943
0 $0
Aug 11, 2022 Q2 2022
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-24
- 0.01%
$953 - $1.13K
261K $15M
Aug 12, 2022 Q2 2022
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-31
- 1.22%
$1.23K - $1.46K
2.51K $145K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-100
- 25.0%
$3.97K - $4.72K
300 $17.3K
Aug 02, 2022 Q2 2022
Versant Capital Management, Inc

SELL
 -
-101
- 0.32%
$4.01K - $4.76K
31K $1.79M
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

SELL
 -
-111
- 1.51%
$4.41K - $5.23K
7.22K $415K
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-125
- 0.12%
$4.97K - $5.89K
99.9K $5.75M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-140
- 1.49%
$5.56K - $6.6K
9.23K $531K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-154
- 0.46%
$6.12K - $7.26K
33.2K $1.91M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-207
- 0.42%
$8.22K - $9.76K
48.8K $2.81M
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-225
- 0.6%
$8.94K - $10.6K
37.3K $2.15M
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-241
- 1.9%
$9.57K - $11.4K
12.4K $715K
Aug 08, 2022 Q2 2022
Keybank National Association

SELL
 -
-251
- 1.65%
$9.97K - $11.8K
15K $862K
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

SELL
 -
-290
- 0.33%
$11.5K - $13.7K
87.5K $5.04M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

SELL
 -
-301
- 0.86%
$12K - $14.2K
34.5K $1.99M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-315
- 2.72%
$12.5K - $14.9K
11.3K $648K
Aug 05, 2022 Q2 2022
Wealthstream Advisors, Inc.

SELL
 -
-338
- 0.38%
$13.4K - $15.9K
89.5K $5.15M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-374
- 4.31%
$14.9K - $17.6K
8.29K $477K
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-394
- 5.38%
$15.6K - $18.6K
6.94K $399K
Jul 20, 2022 Q2 2022
Applied Capital LLC

SELL
 -
-428
- 0.67%
$17K - $20.2K
63.6K $3.66M
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-477
Closed
$18.9K - $22.5K
0 $0
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-490
- 41.92%
$19.5K - $23.1K
679 $39.1K
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

SELL
 -
-543
- 5.46%
$21.6K - $25.6K
9.39K $541K

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