Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
708+ 37.52% |
$27.5K - $33K
|
2.6K
$144K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
700+ 4.54% |
$27.2K - $32.6K
|
16.1K
$894K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
657+ 10.74% |
$25.5K - $30.6K
|
6.77K
$376K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
631+ 4.05% |
$24.5K - $29.4K
|
16.2K
$900K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
600+ 5.95% |
$23.3K - $28K
|
10.7K
$593K
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
598+ 4.01% |
$23.2K - $27.9K
|
15.5K
$860K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
578+ 5.98% |
$22.4K - $26.9K
|
10.2K
$568K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
533+ 6.31% |
$20.7K - $24.8K
|
8.98K
$498K
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
482+ 5.42% |
$18.7K - $22.5K
|
9.38K
$520K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
386+ 5.21% |
$15K - $18K
|
7.8K
$432K
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
365+ 0.71% |
$14.2K - $17K
|
51.7K
$2.87M
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
361+ 0.35% |
$14K - $16.8K
|
105K
$5.82M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
360+ 0.75% |
$14K - $16.8K
|
48.6K
$2.7M
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
357+ 0.32% |
$13.9K - $16.6K
|
113K
$6.29M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
327+ 2.09% |
$12.7K - $15.2K
|
16K
$885K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
269+ 1.8% |
$10.4K - $12.5K
|
15.3K
$846K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
258+ 2.92% |
$10K - $12K
|
9.08K
$504K
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
253+ 1.18% |
$9.83K - $11.8K
|
21.7K
$1.2M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
240+ 22.62% |
$9.32K - $11.2K
|
1.3K
$72.2K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 1.62% |
$8.35K - $10K
|
13.5K
$749K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 2.22% |
$6.21K - $7.46K
|
7.38K
$409K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
152+ 1.39% |
$5.9K - $7.08K
|
11.1K
$613K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
150+ 0.48% |
$5.83K - $6.99K
|
31.2K
$1.73M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
139New |
$5.4K - $6.48K
|
139
$7.71K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
131+ 6550.0% |
$5.09K - $6.1K
|
133
$7.38K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 0.49% |
$4.97K - $5.96K
|
26.4K
$1.46M
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
121+ 1.93% |
$4.7K - $5.64K
|
6.39K
$355K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
92+ 0.34% |
$3.57K - $4.29K
|
27.3K
$1.52M
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
88+ 0.25% |
$3.42K - $4.1K
|
34.6K
$1.92M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74+ 0.2% |
$2.87K - $3.45K
|
37.4K
$2.07M
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
63+ 0.8% |
$2.45K - $2.94K
|
7.92K
$439K
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
59+ 0.38% |
$2.29K - $2.75K
|
15.5K
$857K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
50+ 0.12% |
$1.94K - $2.33K
|
43.3K
$2.4M
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
47+ 0.28% |
$1.83K - $2.19K
|
16.6K
$918K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.05% |
$1.83K - $2.19K
|
91K
$5.05M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
43+ 0.39% |
$1.67K - $2K
|
11K
$609K
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.39% |
$1.51K - $1.82K
|
10.1K
$562K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
34+ 0.27% |
$1.32K - $1.58K
|
12.6K
$700K
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
33+ 0.39% |
$1.28K - $1.54K
|
8.58K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
33+ 0.28% |
$1.28K - $1.54K
|
11.9K
$660K
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
32+ 0.39% |
$1.24K - $1.49K
|
8.28K
$459K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
27+ 0.13% |
$1.05K - $1.26K
|
20.2K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$777 - $932
|
24.1K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.24% |
$777 - $932
|
8.31K
$461K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 0.33% |
$699 - $839
|
5.49K
$304K
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.22% |
$699 - $839
|
8.36K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
18+ 0.3% |
$699 - $839
|
6.1K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.26% |
$583 - $699
|
5.74K
$318K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13+ 0.36% |
$505 - $606
|
3.62K
$201K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12+ 0.31% |
$466 - $559
|
3.87K
$215K
|