Purchases and Sales Made in Q2 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 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 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.22KClosed |
$287K - $340K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.67KClosed |
$305K - $362K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-7.78K- 1.25% |
$309K - $367K
|
614K
$35.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.04K- 15.81% |
$319K - $379K
|
42.8K
$2.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8.31KClosed |
$330K - $392K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-8.5K- 47.92% |
$338K - $401K
|
9.23K
$531K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10.5K- 2.24% |
$415K - $493K
|
455K
$26.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-10.8K- 1.43% |
$429K - $510K
|
746K
$42.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$432K - $513K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.1K- 62.01% |
$441K - $523K
|
6.8K
$391K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11.7K- 3.23% |
$464K - $551K
|
350K
$20.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-11.7K- 1.0% |
$466K - $554K
|
1.16M
$66.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-11.8KClosed |
$468K - $555K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12K- 2.12% |
$478K - $567K
|
555K
$32M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.5K- 58.6% |
$496K - $589K
|
8.83K
$508K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.7K- 14.49% |
$506K - $601K
|
75.2K
$4.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-13.2K- 5.67% |
$525K - $624K
|
220K
$12.7M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.9K- 3.8% |
$551K - $654K
|
351K
$20.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14K- 20.72% |
$554K - $658K
|
53.4K
$3.07M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15.3KClosed |
$609K - $723K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.7K- 42.63% |
$704K - $836K
|
23.9K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-19.2K- 5.86% |
$761K - $904K
|
308K
$17.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.8K- 7.49% |
$787K - $934K
|
245K
$14.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21.1K- 3.3% |
$839K - $996K
|
620K
$35.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-21.9KClosed |
$871K - $1.03M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-25.3K- 1.15% |
$1M - $1.19M
|
2.17M
$125M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-27.3K- 4.02% |
$1.09M - $1.29M
|
653K
$37.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-31.6K- 4.31% |
$1.26M - $1.49M
|
702K
$40.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-32.3K- 1.79% |
$1.28M - $1.52M
|
1.77M
$102M
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-35.9K- 11.05% |
$1.42M - $1.69M
|
289K
$16.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-37.1K- 4.23% |
$1.48M - $1.75M
|
841K
$48.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-37.6K- 50.49% |
$1.49M - $1.77M
|
36.9K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-40.3K- 8.0% |
$1.6M - $1.9M
|
464K
$26.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-41.4K- 17.25% |
$1.64M - $1.95M
|
199K
$11.4M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-41.7K- 2.91% |
$1.66M - $1.97M
|
1.39M
$80M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-44.1K- 5.73% |
$1.75M - $2.08M
|
725K
$41.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.7KClosed |
$1.93M - $2.3M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-57.4K- 3.03% |
$2.28M - $2.71M
|
1.84M
$106M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-59.1K- 4.99% |
$2.35M - $2.79M
|
1.13M
$64.9M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-82.9K- 13.98% |
$3.29M - $3.91M
|
511K
$29.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-164K- 15.94% |
$6.51M - $7.73M
|
865K
$49.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-206K- 95.18% |
$8.2M - $9.74M
|
10.5K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-379KClosed |
$15M - $17.9M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-444K- 16.2% |
$17.6M - $20.9M
|
2.3M
$132M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-592K- 6.78% |
$23.5M - $27.9M
|
8.14M
$468M
|