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 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
5.53K
New
$215K - $257K
5.53K $318K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.25K
+ 3.7%
$204K - $245K
147K $8.46M
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
5.16K
+ 55.75%
$200K - $240K
14.4K $829K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
5.16K
+ 12.82%
$200K - $240K
45.4K $2.61M
Oct 11, 2022 Q3 2022
Rise Advisors, LLC

BUY
 -
5.03K
+ 4.63%
$195K - $234K
114K $6.54M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.32K
+ 9.56%
$168K - $201K
49.4K $2.85M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
4.1K
+ 2.41%
$159K - $191K
174K $10M
Nov 03, 2022 Q3 2022
Tru Independence LLC

BUY
 -
4.05K
+ 6.7%
$157K - $189K
64.4K $3.71M
Dec 06, 2024 Q3 2022
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
4.05K
+ 1.48%
$157K - $188K
278K $16M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
3.87K
+ 68.83%
$150K - $181K
9.5K $547K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.73K
+ 33.1%
$145K - $174K
15K $863K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
3.67K
+ 46.79%
$143K - $171K
11.5K $663K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3.64K
New
$141K - $169K
3.64K $209K
Oct 11, 2022 Q3 2022
Juncture Wealth Strategies, LLC

BUY
 -
3.49K
+ 3.52%
$136K - $163K
103K $5.9M
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
3.45K
+ 6.36%
$134K - $161K
57.7K $3.32M
Nov 14, 2022 Q3 2022
Resolute Financial, LLC

BUY
 -
3.38K
+ 25.74%
$131K - $158K
16.5K $950K
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
3.36K
+ 2.18%
$131K - $157K
158K $9.07M
Oct 18, 2022 Q3 2022
Wmg Financial Advisors, LLC

BUY
 -
3.35K
+ 10.54%
$130K - $156K
35.1K $2.02M
Nov 10, 2022 Q3 2022
Concord Wealth Partners

BUY
 -
2.95K
+ 106.72%
$115K - $138K
5.72K $329K
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
2.89K
+ 2.11%
$112K - $134K
140K $8.04M
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

BUY
 -
2.78K
+ 84.77%
$108K - $129K
6.06K $348K
Oct 07, 2022 Q3 2022
Bromfield Sneider Wealth Advisors

BUY
 -
2.76K
+ 117.37%
$107K - $129K
5.12K $295K
Nov 03, 2022 Q3 2022
Fortress Wealth Management, Inc.

BUY
 -
2.63K
+ 17.25%
$102K - $123K
17.9K $1.03M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.58K
+ 8.9%
$100K - $120K
31.6K $1.82M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.46K
+ 20.42%
$95.5K - $115K
14.5K $834K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
2.31K
New
$89.5K - $107K
2.31K $133K
Nov 14, 2022 Q3 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
2.17K
+ 0.96%
$84.1K - $101K
228K $13.1M
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.12K
+ 33.49%
$82.2K - $98.7K
8.44K $486K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.05K
New
$79.8K - $95.7K
2.05K $118K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
1.94K
+ 4.39%
$75.4K - $90.5K
46.2K $2.66M
Oct 25, 2022 Q3 2022
Pb Mares Wealth Management LLC

BUY
 -
1.8K
+ 0.48%
$70K - $83.9K
378K $21.7M
Nov 14, 2022 Q3 2022
Annandale Capital, LLC

Dallas, TX
BUY
 -
1.47K
+ 10.88%
$57.2K - $68.6K
15K $864K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.45K
New
$56.1K - $67.3K
1.45K $83.2K
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.39K
+ 2.95%
$54.1K - $65K
48.7K $2.8M
Nov 01, 2022 Q3 2022
Dopkins Wealth Management, LLC

BUY
 -
1.33K
+ 0.43%
$51.8K - $62.2K
313K $18M
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
1.29K
+ 1.2%
$50.1K - $60.1K
109K $6.26M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.29K
+ 5.72%
$50K - $60K
23.8K $1.37M
Oct 14, 2022 Q3 2022
Baker Boyer National Bank

BUY
 -
1.23K
+ 15.69%
$47.8K - $57.4K
9.08K $522K
Oct 26, 2022 Q3 2022
Capital Performance Advisors LLP

BUY
 -
1.17K
+ 0.15%
$45.5K - $54.6K
808K $46.5M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.1K
+ 12.45%
$42.6K - $51.1K
9.9K $570K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.05K
+ 3.19%
$40.7K - $48.8K
33.8K $1.95M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.03K
New
$40K - $48K
1.03K $59.3K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
1.02K
New
$39.7K - $47.7K
1.02K $58.9K
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
1K
+ 17.67%
$38.8K - $46.6K
6.66K $383K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
927
+ 7.44%
$36K - $43.2K
13.4K $770K
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
893
+ 1.27%
$34.7K - $41.6K
71.1K $4.09M
Oct 26, 2022 Q3 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
830
+ 0.53%
$32.2K - $38.7K
156K $9M
Oct 11, 2022 Q3 2022
Steph & CO

BUY
 -
825
New
$32K - $38.4K
825 $47.5K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
791
+ 5.15%
$30.7K - $36.9K
16.2K $930K

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