Purchases and Sales Made in Q2 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 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 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-560- 9.21% |
$22.2K - $26.4K
|
5.52K
$318K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-566- 8.51% |
$22.5K - $26.7K
|
6.09K
$350K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-582- 0.9% |
$23.1K - $27.4K
|
64.1K
$3.69M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-585- 1.2% |
$23.2K - $27.6K
|
48.3K
$2.78M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-675- 9.65% |
$26.8K - $31.8K
|
6.32K
$364K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-765- 0.8% |
$30.4K - $36.1K
|
95.1K
$5.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-800Closed |
$31.8K - $37.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-800- 13.03% |
$31.8K - $37.7K
|
5.34K
$307K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-887Closed |
$35.2K - $41.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-990- 1.72% |
$39.3K - $46.7K
|
56.7K
$3.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-995- 17.54% |
$39.5K - $46.9K
|
4.68K
$269K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.02KClosed |
$40.6K - $48.1K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 2.65% |
$41.8K - $49.6K
|
38.6K
$2.22M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.08K- 17.11% |
$42.9K - $50.9K
|
5.23K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.08K- 17.11% |
$42.9K - $50.9K
|
5.23K
$301K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.09K- 0.24% |
$43.2K - $51.3K
|
455K
$26.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.12K- 6.1% |
$44.3K - $52.6K
|
17.2K
$988K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 6.0% |
$44.7K - $53K
|
17.6K
$1.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1.2K- 0.45% |
$47.7K - $56.6K
|
264K
$15.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.21K- 0.49% |
$48.2K - $57.2K
|
245K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.27K- 1.2% |
$50.2K - $59.6K
|
104K
$6M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1.3K- 11.86% |
$51.7K - $61.3K
|
9.67K
$556K
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.39K- 0.68% |
$55.3K - $65.6K
|
205K
$11.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 0.97% |
$57.1K - $67.8K
|
147K
$8.44M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 93.37% |
$61.5K - $73K
|
110
$6.33K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.63K- 3.96% |
$64.7K - $76.9K
|
39.6K
$2.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 3.8% |
$65.5K - $77.8K
|
41.8K
$2.4M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.67KClosed |
$66.5K - $78.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.84K- 2.18% |
$73K - $86.7K
|
82.5K
$4.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.12K- 12.13% |
$84.3K - $100K
|
15.4K
$885K
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.64K- 6.56% |
$105K - $124K
|
37.5K
$2.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.73K- 1.96% |
$108K - $129K
|
137K
$7.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.77K- 1.47% |
$110K - $131K
|
186K
$10.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.89K- 2.08% |
$115K - $136K
|
136K
$7.83M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.14KClosed |
$125K - $148K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.17K- 2.19% |
$126K - $149K
|
142K
$8.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.31K- 4.6% |
$131K - $156K
|
68.6K
$3.95M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.44K- 33.09% |
$137K - $162K
|
6.96K
$400K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.51K- 22.0% |
$139K - $166K
|
12.5K
$717K
|
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.95K- 1.9% |
$157K - $186K
|
204K
$11.7M
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.29K- 3.05% |
$170K - $202K
|
136K
$7.83M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-4.38K- 0.72% |
$174K - $206K
|
603K
$34.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.52K- 2.17% |
$179K - $213K
|
203K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.57KClosed |
$182K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.6KClosed |
$183K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.75KClosed |
$189K - $224K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.1K- 3.9% |
$202K - $240K
|
126K
$7.23M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.35K- 99.96% |
$212K - $252K
|
2
$115
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.97K- 35.04% |
$237K - $281K
|
11.1K
$637K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
SELL
|
- |
-6.22K- 6.28% |
$247K - $293K
|
92.8K
$5.34M
|