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 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
823K
New
$32.7M - $38.8M
823K $47.3M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
691K
+ 36.39%
$27.5M - $32.6M
2.59M $149M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
679K
+ 29.03%
$27M - $32M
3.02M $174M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
615K
+ 37.82%
$24.4M - $29M
2.24M $129M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
514K
New
$20.4M - $24.2M
514K $29.6M
Jul 29, 2022 Q2 2022
Merriman Wealth Management, LLC

BUY
 -
433K
+ 12.3%
$17.2M - $20.4M
3.96M $228M
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
381K
New
$15.1M - $18M
381K $21.9M
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
376K
New
$14.9M - $17.7M
376K $21.6M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
351K
New
$13.9M - $16.5M
351K $20.2M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
318K
+ 10.51%
$12.6M - $15M
3.34M $192M
Aug 15, 2022 Q2 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
308K
+ 6.14%
$12.3M - $14.5M
5.33M $307M
Jul 07, 2022 Q2 2022
Mc Lean Asset Management Corp

BUY
 -
295K
New
$11.7M - $13.9M
295K $17M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
290K
+ 23.56%
$11.5M - $13.7M
1.52M $87.5M
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
233K
New
$9.25M - $11M
233K $13.4M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
230K
+ 2.83%
$9.12M - $10.8M
8.35M $481M
Jul 11, 2022 Q2 2022
Planning Center, Inc.

BUY
 -
186K
New
$7.41M - $8.79M
186K $10.7M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
168K
+ 527.42%
$6.66M - $7.91M
199K $11.5M
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
162K
New
$6.44M - $7.65M
162K $9.33M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
138K
New
$5.47M - $6.5M
138K $7.93M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
137K
+ 183.65%
$5.46M - $6.48M
212K $12.2M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
134K
+ 34.28%
$5.33M - $6.33M
526K $30.3M
Jul 19, 2022 Q2 2022
Evensky & Katz LLC

BUY
 -
132K
+ 165.9%
$5.24M - $6.22M
211K $12.2M
Jul 28, 2023 Q2 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
132K
New
$5.23M - $6.21M
132K $7.58M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
121K
+ 1.03%
$4.79M - $5.69M
11.8M $681M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
120K
+ 80.66%
$4.78M - $5.67M
269K $15.5M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
108K
New
$4.27M - $5.07M
108K $6.19M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
107K
+ 70.82%
$4.27M - $5.07M
259K $14.9M
Aug 15, 2022 Q2 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
106K
+ 14.55%
$4.23M - $5.02M
838K $48.2M
Jul 29, 2022 Q2 2022
Better Wealth, LLC

BUY
 -
106K
New
$4.2M - $4.98M
106K $6.08M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
102K
+ 13.51%
$4.06M - $4.82M
859K $49.5M
Jul 19, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
84.3K
New
$3.35M - $3.98M
84.3K $4.85M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
82K
New
$3.26M - $3.87M
82K $4.72M
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
73.4K
+ 6.58%
$2.91M - $3.46M
1.19M $68.4M
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
69K
+ 10.7%
$2.74M - $3.25M
714K $41.1M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
65.5K
+ 432.68%
$2.6M - $3.09M
80.6K $4.64M
Jul 13, 2022 Q2 2022
Jentner Corp

BUY
 -
62.2K
New
$2.47M - $2.93M
62.2K $3.58M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
61.8K
+ 129.26%
$2.46M - $2.92M
110K $6.31M
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
61.6K
New
$2.45M - $2.9M
61.6K $3.54M
Aug 04, 2022 Q2 2022
Tru Independence LLC

BUY
 -
60.3K
New
$2.4M - $2.85M
60.3K $3.47M
Aug 09, 2022 Q2 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
59.1K
+ 11.37%
$2.35M - $2.79M
579K $33.3M
Aug 12, 2022 Q2 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
54.6K
New
$2.17M - $2.58M
54.6K $3.14M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
51.2K
+ 142.37%
$2.03M - $2.41M
87.2K $5.02M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
45K
+ 32364.03%
$1.79M - $2.12M
45.1K $2.6M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
44.5K
New
$1.77M - $2.1M
44.5K $2.56M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
43.2K
New
$1.72M - $2.04M
43.2K $2.49M
Aug 10, 2022 Q2 2022
Monograph Wealth Advisors, LLC

BUY
 -
43K
+ 12.9%
$1.71M - $2.03M
377K $21.7M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
42.8K
+ 34.41%
$1.7M - $2.02M
167K $9.63M
Aug 11, 2022 Q2 2022
Watchman Group, Inc.

Plano, TX
BUY
 -
42.3K
+ 20.51%
$1.68M - $2M
249K $14.3M
Jul 27, 2022 Q2 2022
Live Oak Private Wealth LLC

BUY
 -
41.9K
New
$1.66M - $1.97M
41.9K $2.41M

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