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 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
9+ 0.01% |
$350 - $419
|
92.8K
$5.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$233 - $280
|
17.6K
$977K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.05% |
$194 - $233
|
10.6K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.43% |
$155 - $186
|
929
$51.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.3% |
$155 - $186
|
1.35K
$75K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.35% |
$77.7 - $93.2
|
572
$31.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.03% |
$77.7 - $93.2
|
6.23K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$77.7 - $93.2
|
9.16K
$508K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 1.77% |
$77.7 - $93.2
|
111
$6.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23- 0.41% |
$893 - $1.07K
|
5.57K
$309K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-39- 0.4% |
$1.51K - $1.82K
|
9.83K
$545K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.58% |
$1.55K - $1.86K
|
6.92K
$384K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42- 0.35% |
$1.63K - $1.96K
|
12K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-61- 0.49% |
$2.37K - $2.84K
|
12.4K
$690K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-63- 1.08% |
$2.45K - $2.94K
|
5.76K
$319K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-63- 0.11% |
$2.45K - $2.94K
|
56.6K
$3.14M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-77Closed |
$2.99K - $3.59K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-86- 7.85% |
$3.34K - $4.01K
|
1.01K
$56K
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-100- 0.1% |
$3.88K - $4.66K
|
104K
$5.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-109- 0.67% |
$4.23K - $5.08K
|
16.2K
$899K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 0.33% |
$4.31K - $5.17K
|
33.1K
$1.84M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-158- 1.0% |
$6.14K - $7.36K
|
15.6K
$865K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 66.67% |
$7.77K - $9.32K
|
100
$5.55K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-273- 4.94% |
$10.6K - $12.7K
|
5.25K
$291K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-280- 3.88% |
$10.9K - $13K
|
6.94K
$385K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-292- 6.07% |
$11.3K - $13.6K
|
4.52K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-300- 15.86% |
$11.7K - $14K
|
1.59K
$88.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-355- 1.89% |
$13.8K - $16.5K
|
18.5K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-355- 12.05% |
$13.8K - $16.5K
|
2.59K
$144K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-356- 0.4% |
$13.8K - $16.6K
|
89.2K
$4.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-375- 93.75% |
$14.6K - $17.5K
|
25
$1.39K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-446- 4.83% |
$17.3K - $20.8K
|
8.78K
$487K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-450- 0.92% |
$17.5K - $21K
|
48.4K
$2.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-732- 0.21% |
$28.4K - $34.1K
|
349K
$19.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-734- 10.58% |
$28.5K - $34.2K
|
6.2K
$344K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-771- 5.49% |
$29.9K - $35.9K
|
13.3K
$736K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-821- 0.28% |
$31.9K - $38.3K
|
295K
$16.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-965- 4.12% |
$37.5K - $45K
|
22.4K
$1.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-977- 1.12% |
$37.9K - $45.5K
|
86.5K
$4.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.12K- 5.84% |
$43.6K - $52.3K
|
18.1K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.13K- 3.0% |
$43.7K - $52.4K
|
36.4K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 11.16% |
$44.4K - $53.3K
|
9.11K
$505K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 1.87% |
$49.8K - $59.7K
|
67.3K
$3.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 2.25% |
$50.4K - $60.5K
|
56.5K
$3.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 3.54% |
$53.1K - $63.7K
|
37.2K
$2.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.58K- 1.49% |
$61.2K - $73.4K
|
104K
$5.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.73K- 9.25% |
$67.2K - $80.6K
|
17K
$941K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.73K- 1.38% |
$67.3K - $80.8K
|
124K
$6.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.87K- 17.94% |
$72.5K - $87K
|
8.54K
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-2.07K- 1.04% |
$80.4K - $96.4K
|
197K
$10.9M
|