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
Aug 01, 2022 Q2 2022
Kraft Asset Management, LLC

BUY
 -
10.4K
+ 1.6%
$414K - $492K
662K $38.1M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
10.1K
New
$401K - $476K
10.1K $581K
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

BUY
 -
9.97K
New
$396K - $470K
9.97K $574K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
9.87K
New
$392K - $466K
9.87K $568K
Aug 08, 2022 Q2 2022
Walleye Capital LLC

Plymouth, MN
BUY
 -
9.75K
+ 208.0%
$387K - $460K
14.4K $831K
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

BUY
 -
9.44K
+ 162.8%
$375K - $445K
15.2K $877K
Jul 29, 2022 Q2 2022
Lauterbach Financial Advisors, LLC

BUY
 -
8.98K
+ 2.14%
$357K - $424K
429K $24.7M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
8.8K
New
$350K - $415K
8.8K $507K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.61K
+ 94.31%
$342K - $406K
17.7K $1.02M
Jul 25, 2022 Q2 2022
Maryland Capital Advisors Inc.

BUY
 -
8.42K
+ 325.93%
$335K - $397K
11K $633K
Aug 05, 2022 Q2 2022
Disciplined Equity Management, Inc.

BUY
 -
8.38K
+ 2.57%
$333K - $395K
335K $19.3M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
8.24K
+ 32.28%
$327K - $388K
33.8K $1.94M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.15K
+ 108.89%
$324K - $384K
15.6K $900K
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

BUY
 -
8.03K
New
$319K - $379K
8.03K $462K
Jul 08, 2022 Q2 2022
Baker Boyer National Bank

BUY
 -
7.85K
New
$312K - $370K
7.85K $452K
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
7.79K
+ 51.86%
$309K - $367K
22.8K $1.31M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
7.58K
+ 7.17%
$301K - $357K
113K $6.52M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
7.22K
New
$287K - $340K
7.22K $415K
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
7.09K
+ 21.38%
$281K - $334K
40.2K $2.31M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
7.03K
+ 2.68%
$279K - $331K
269K $15.5M
Aug 15, 2022 Q2 2022
Annandale Capital, LLC

Dallas, TX
BUY
 -
6.98K
+ 106.23%
$277K - $329K
13.5K $779K
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
6.95K
New
$276K - $328K
6.95K $400K
Jul 25, 2022 Q2 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
6.79K
New
$270K - $320K
6.79K $391K
Jul 22, 2022 Q2 2022
Briggs Advisory Group, Inc.

BUY
 -
6.77K
+ 19.46%
$269K - $319K
41.5K $2.39M
Aug 03, 2022 Q2 2022
Verus Financial Partners, Inc.

BUY
 -
6.23K
New
$247K - $294K
6.23K $359K
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
6.2K
New
$246K - $292K
6.2K $357K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.85K
+ 4.2%
$232K - $276K
145K $8.34M
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
5.72K
New
$227K - $270K
5.72K $329K
Aug 08, 2022 Q2 2022
Wmg Financial Advisors, LLC

BUY
 -
5.59K
+ 21.35%
$222K - $264K
31.8K $1.83M
Aug 25, 2022 Q2 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
5.48K
+ 11.24%
$218K - $258K
54.2K $3.12M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
5.47K
New
$217K - $258K
5.47K $315K
Jul 15, 2022 Q2 2022
Amarillo National Bank

BUY
 -
5.46K
New
$217K - $257K
5.46K $314K
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
5.35K
New
$212K - $252K
5.35K $308K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
5.17K
New
$205K - $244K
5.17K $298K
Aug 05, 2022 Q2 2022
Oakworth Capital, Inc.

BUY
 -
5K
New
$199K - $236K
5K $288K
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
BUY
 -
4.99K
New
$198K - $235K
4.99K $287K
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
4.51K
+ 2.32%
$179K - $213K
199K $11.5M
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
4.48K
+ 2.03%
$178K - $211K
225K $13M
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
4.4K
+ 21.1%
$175K - $207K
25.2K $1.45M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
3.68K
+ 38.37%
$146K - $174K
13.3K $765K
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
3.66K
+ 78.28%
$145K - $173K
8.34K $480K
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

BUY
 -
3.64K
+ 0.45%
$145K - $172K
807K $46.4M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.64K
New
$144K - $171K
3.64K $209K
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
3.29K
+ 63.88%
$131K - $155K
8.44K $486K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
3.28K
New
$130K - $155K
3.28K $189K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

BUY
 -
3.22K
New
$128K - $152K
3.22K $185K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
3.2K
+ 24.44%
$127K - $151K
16.3K $939K
Jul 15, 2022 Q2 2022
Investmark Advisory Group LLC

BUY
 -
3.18K
+ 27.24%
$126K - $150K
14.8K $854K
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
3.16K
+ 13.17%
$126K - $149K
27.2K $1.56M

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