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 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
3.12K
+ 5.3%
$124K - $147K
62K $3.57M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
2.92K
+ 46.11%
$116K - $138K
9.25K $532K
Aug 04, 2022 Q2 2022
Concord Wealth Partners

BUY
 -
2.77K
New
$110K - $130K
2.77K $159K
Oct 16, 2023 Q2 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
2.54K
+ 2.49%
$101K - $120K
105K $6.01M
Aug 02, 2022 Q2 2022
Sloy Dahl & Holst, LLC

BUY
 -
2.51K
+ 39.18%
$99.5K - $118K
8.9K $512K
Dec 06, 2024 Q2 2022
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
2.49K
+ 0.92%
$98.7K - $117K
273K $15.7M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.48K
+ 15.62%
$98.6K - $117K
18.4K $1.06M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.48K
+ 15.62%
$98.6K - $117K
18.4K $1.06M
Aug 09, 2022 Q2 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.46K
+ 1.61%
$97.8K - $116K
156K $8.96M
Jul 06, 2022 Q2 2022
Bromfield Sneider Wealth Advisors

BUY
 -
2.36K
New
$93.5K - $111K
2.36K $136K
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
2.22K
+ 2.09%
$88.1K - $105K
109K $6.25M
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
2.13K
+ 0.69%
$84.5K - $100K
312K $18M
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
2.05K
New
$81.6K - $96.8K
2.05K $118K
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
1.98K
+ 2.95%
$78.7K - $93.4K
69K $3.97M
Jul 15, 2022 Q2 2022
Harbor Group, Inc.

BUY
 -
1.9K
+ 21.13%
$75.5K - $89.6K
10.9K $627K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.89K
New
$75.2K - $89.2K
1.89K $109K
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
1.8K
+ 1.32%
$71.5K - $84.8K
138K $7.93M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
1.7K
+ 27.64%
$67.5K - $80.1K
7.85K $452K
Aug 09, 2022 Q2 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
1.59K
+ 1.04%
$63.2K - $75.1K
154K $8.88M
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
1.4K
+ 0.92%
$55.4K - $65.8K
154K $8.85M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.38K
+ 1.54%
$54.7K - $65K
91K $5.24M
Aug 05, 2022 Q2 2022
Efficient Advisors, LLC

BUY
 -
1.37K
+ 27.9%
$54.3K - $64.5K
6.27K $361K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.35K
New
$53.5K - $63.6K
1.35K $77.6K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
1.32K
New
$52.5K - $62.4K
1.32K $76.1K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.31K
+ 0.6%
$52.1K - $61.8K
220K $12.7M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.07K
+ 769.78%
$42.5K - $50.5K
1.21K $69.6K
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
846
+ 4.6%
$33.6K - $39.9K
19.2K $1.11M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

BUY
 -
829
+ 12.59%
$32.9K - $39.1K
7.41K $427K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
828
New
$32.9K - $39K
828 $47.7K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
715
+ 4.86%
$28.4K - $33.7K
15.4K $887K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
689
New
$27.4K - $32.5K
689 $39.7K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
637
+ 1.12%
$25.3K - $30K
57.8K $3.32M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
632
New
$25.1K - $29.8K
632 $36.4K
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
630
+ 50.12%
$25K - $29.7K
1.89K $109K
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
615
+ 0.71%
$24.4K - $29K
87.8K $5.06M
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
558
New
$22.2K - $26.3K
558 $32.1K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
547
+ 1.25%
$21.7K - $25.8K
44.3K $2.55M
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
543
+ 45.75%
$21.6K - $25.6K
1.73K $99.6K
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

BUY
 -
448
+ 0.53%
$17.8K - $21.1K
84.6K $4.87M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
400
New
$15.9K - $18.9K
400 $23K
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
350
+ 1.66%
$13.9K - $16.5K
21.4K $1.23M
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

BUY
 -
305
+ 1.99%
$12.1K - $14.4K
15.6K $898K
Aug 08, 2022 Q2 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
302
+ 0.59%
$12K - $14.2K
51.3K $2.95M
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
295
+ 0.26%
$11.7K - $13.9K
113K $6.5M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
219
New
$8.7K - $10.3K
219 $12.6K
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

BUY
 -
204
+ 0.29%
$8.1K - $9.62K
70.2K $4.04M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
190
+ 3.37%
$7.55K - $8.96K
5.82K $335K
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
189
New
$7.51K - $8.91K
189 $10.9K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
135
+ 2.47%
$5.36K - $6.37K
5.59K $322K

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