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
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
17.2K
+ 12.51%
$670K - $804K
155K $8.93M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
17.1K
+ 3.8%
$664K - $796K
467K $26.9M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17K
+ 8.0%
$660K - $791K
229K $13.2M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
16.2K
+ 5.96%
$630K - $756K
289K $16.6M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.2K
+ 51.28%
$628K - $753K
47.7K $2.74M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
15.6K
+ 2.09%
$606K - $727K
761K $43.8M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
15.3K
+ 36.63%
$594K - $713K
57.1K $3.28M
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
15.3K
+ 3.87%
$594K - $713K
411K $23.7M
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
15.1K
New
$588K - $706K
15.1K $872K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
14.5K
+ 81.61%
$562K - $674K
32.2K $1.85M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
12.1K
+ 14.78%
$471K - $565K
94.2K $5.42M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
11.9K
+ 1.68%
$463K - $556K
720K $41.5M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
11.7K
+ 11.63%
$456K - $547K
113K $6.48M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
11.3K
+ 0.86%
$440K - $528K
1.32M $76M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
10.8K
+ 31.89%
$418K - $502K
44.5K $2.56M
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
10.2K
+ 68.69%
$396K - $475K
25K $1.44M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
10.2K
+ 0.39%
$395K - $474K
2.6M $150M
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
10.1K
New
$391K - $469K
10.1K $580K
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
9.54K
New
$371K - $445K
9.54K $549K
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
9.53K
+ 89.58%
$370K - $444K
20.2K $1.16M
Oct 21, 2022 Q3 2022
Tfc Financial Management

BUY
 -
9.47K
+ 1.57%
$368K - $441K
613K $35.3M
Nov 01, 2022 Q3 2022
Briggs Advisory Group, Inc.

BUY
 -
9.36K
+ 22.52%
$363K - $436K
50.9K $2.93M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
9.32K
+ 17.47%
$362K - $434K
62.7K $3.61M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
9.31K
New
$361K - $434K
9.31K $536K
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
8.85K
+ 3.35%
$344K - $413K
273K $15.7M
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
8.78K
New
$341K - $409K
8.78K $505K
Oct 06, 2022 Q3 2022
Dbk Financial Counsel, LLC

BUY
 -
8.55K
New
$332K - $398K
8.55K $492K
Oct 31, 2022 Q3 2022
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
8.31K
+ 49.01%
$323K - $387K
25.3K $1.45M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
8K
+ 23.74%
$311K - $373K
41.7K $2.4M
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

BUY
 -
7.91K
New
$307K - $369K
7.91K $455K
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
7.74K
New
$300K - $360K
7.74K $445K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
7.62K
+ 72.83%
$296K - $355K
18.1K $1.04M
Nov 14, 2022 Q3 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
7.53K
+ 110.85%
$292K - $351K
14.3K $824K
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
7.37K
+ 0.42%
$286K - $343K
1.78M $102M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
7.35K
+ 3.57%
$285K - $342K
213K $12.3M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
6.99K
+ 63.19%
$271K - $326K
18K $1.04M
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

BUY
 -
6.76K
+ 210.11%
$262K - $315K
9.97K $574K
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
6.7K
New
$260K - $312K
6.7K $386K
Aug 23, 2023 Q3 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
6.51K
+ 117.46%
$253K - $303K
12.1K $694K
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
6.49K
+ 58.98%
$252K - $302K
17.5K $1.01M
Nov 02, 2022 Q3 2022
Bayshore Asset Management, LLC

BUY
 -
6.37K
+ 0.76%
$247K - $297K
848K $48.8M
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
6.34K
New
$246K - $295K
6.34K $365K
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
6.3K
+ 92.65%
$245K - $294K
13.1K $754K
Nov 14, 2022 Q3 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
6.25K
New
$243K - $291K
6.25K $360K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
6.24K
+ 33.95%
$242K - $291K
24.6K $1.42M
Aug 11, 2023 Q3 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
6.09K
+ 0.84%
$236K - $284K
731K $42.1M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6K
New
$233K - $280K
6K $345K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
5.8K
+ 2.15%
$225K - $270K
275K $15.8M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
5.72K
New
$222K - $267K
5.72K $329K

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