Purchases and Sales Made in Q3 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 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
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.79M
+ 124.71%
$108M - $130M
5.03M $290M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
1.04M
+ 12.51%
$40.6M - $48.7M
9.4M $541M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
345K
+ 6.46%
$13.4M - $16.1M
5.67M $327M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
313K
New
$12.2M - $14.6M
313K $18M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
256K
+ 3.15%
$9.95M - $11.9M
8.4M $483M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
217K
+ 9.43%
$8.41M - $10.1M
2.51M $145M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
212K
+ 17.81%
$8.22M - $9.86M
1.4M $80.5M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
181K
+ 292.22%
$7.04M - $8.44M
243K $14M
Nov 14, 2022 Q3 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
179K
+ 21.41%
$6.97M - $8.36M
1.02M $58.5M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
147K
+ 28.54%
$5.7M - $6.83M
661K $38M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
130K
+ 159.32%
$5.06M - $6.07M
212K $12.2M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
124K
+ 1.05%
$4.84M - $5.8M
12M $688M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
117K
+ 58.68%
$4.53M - $5.43M
315K $18.1M
Oct 27, 2022 Q3 2022
Asio Capital, LLC

BUY
 -
108K
New
$4.18M - $5.01M
108K $6.19M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
105K
+ 2071.43%
$4.1M - $4.92M
111K $6.36M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
101K
+ 22.0%
$3.94M - $4.72M
562K $32.4M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
83.4K
New
$3.24M - $3.89M
83.4K $4.8M
Nov 14, 2022 Q3 2022
Carlson Capital Management

BUY
 -
83K
+ 11.82%
$3.22M - $3.87M
785K $45.2M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
69.2K
+ 13.15%
$2.69M - $3.22M
595K $34.2M
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
60.7K
New
$2.36M - $2.83M
60.7K $3.49M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
58.9K
+ 8.25%
$2.29M - $2.74M
772K $44.5M
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
55.8K
New
$2.17M - $2.6M
55.8K $3.21M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
54.3K
+ 9.78%
$2.11M - $2.53M
609K $35.1M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
52.9K
+ 11.42%
$2.06M - $2.47M
517K $29.7M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
49.2K
+ 5.72%
$1.91M - $2.29M
908K $52.3M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
48.1K
+ 28.76%
$1.87M - $2.24M
215K $12.4M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
46.4K
+ 17.9%
$1.8M - $2.16M
306K $17.6M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
37.3K
+ 101.09%
$1.45M - $1.74M
74.1K $4.27M
Oct 26, 2022 Q3 2022
Libra Wealth LLC

BUY
 -
34.8K
+ 12.07%
$1.35M - $1.62M
324K $18.6M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
34.2K
+ 4.15%
$1.33M - $1.59M
857K $49.3M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
33.9K
+ 30.3%
$1.32M - $1.58M
146K $8.4M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
31.1K
+ 27.81%
$1.21M - $1.45M
143K $8.22M
Oct 27, 2022 Q3 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
30.6K
+ 5.29%
$1.19M - $1.43M
610K $35.1M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
30.1K
+ 32.97%
$1.17M - $1.4M
121K $6.99M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
29.9K
+ 9.67%
$1.16M - $1.4M
340K $19.5M
Nov 10, 2022 Q3 2022
Landmark Financial Advisors, LLC

BUY
 -
29.7K
+ 19.03%
$1.15M - $1.38M
185K $10.7M
Nov 15, 2022 Q3 2022
Watchman Group, Inc.

Plano, TX
BUY
 -
28.6K
+ 11.49%
$1.11M - $1.33M
277K $16M
Oct 25, 2022 Q3 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
28.5K
+ 76.95%
$1.11M - $1.33M
65.6K $3.78M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
26.8K
New
$1.04M - $1.25M
26.8K $1.54M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
26.8K
New
$1.04M - $1.25M
26.8K $1.54M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
25.9K
+ 23.66%
$1.01M - $1.21M
136K $7.81M
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
24.8K
New
$965K - $1.16M
24.8K $1.43M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
22.9K
+ 9.37%
$891K - $1.07M
268K $15.4M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
21.5K
+ 15.59%
$834K - $1M
159K $9.16M
Nov 15, 2022 Q3 2022
Monograph Wealth Advisors, LLC

BUY
 -
20.5K
+ 5.43%
$795K - $954K
397K $22.9M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
20.4K
+ 23.4%
$792K - $951K
108K $6.19M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
18.4K
+ 26.68%
$715K - $858K
87.4K $5.03M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
18K
+ 0.6%
$701K - $841K
3.04M $175M
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
17.8K
New
$690K - $828K
17.8K $1.02M

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