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 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
708
+ 37.52%
$27.5K - $33K
2.6K $149K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
700
+ 4.54%
$27.2K - $32.6K
16.1K $927K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
657
+ 10.74%
$25.5K - $30.6K
6.77K $390K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
631
+ 4.05%
$24.5K - $29.4K
16.2K $934K
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
600
+ 5.95%
$23.3K - $28K
10.7K $615K
Nov 10, 2022 Q3 2022
Falcon Wealth Planning

BUY
 -
598
+ 4.01%
$23.2K - $27.9K
15.5K $893K
Nov 02, 2022 Q3 2022
Five Oceans Advisors

BUY
 -
578
+ 5.98%
$22.4K - $26.9K
10.2K $590K
Oct 12, 2022 Q3 2022
Advisory Alpha, LLC

BUY
 -
533
+ 6.31%
$20.7K - $24.8K
8.98K $517K
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
482
+ 5.42%
$18.7K - $22.5K
9.38K $540K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
386
+ 5.21%
$15K - $18K
7.8K $449K
Oct 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
361
+ 0.35%
$14K - $16.8K
105K $6.04M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
360
+ 0.75%
$14K - $16.8K
48.6K $2.8M
Nov 07, 2022 Q3 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
357
+ 0.32%
$13.9K - $16.6K
113K $6.52M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
327
+ 2.09%
$12.7K - $15.2K
16K $918K
Oct 27, 2022 Q3 2022
Keybank National Association

BUY
 -
269
+ 1.8%
$10.4K - $12.5K
15.3K $878K
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
258
+ 2.92%
$10K - $12K
9.08K $523K
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
253
+ 1.18%
$9.83K - $11.8K
21.7K $1.25M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
240
+ 22.62%
$9.32K - $11.2K
1.3K $74.9K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
215
+ 1.62%
$8.35K - $10K
13.5K $777K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
160
+ 2.22%
$6.21K - $7.46K
7.38K $425K
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
152
+ 1.39%
$5.9K - $7.08K
11.1K $636K
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

BUY
 -
150
+ 0.48%
$5.83K - $6.99K
31.2K $1.79M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
139
New
$5.4K - $6.48K
139 $8K
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
131
+ 6550.0%
$5.09K - $6.1K
133 $7.65K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
128
+ 0.49%
$4.97K - $5.96K
26.4K $1.52M
Nov 08, 2022 Q3 2022
Efficient Advisors, LLC

BUY
 -
121
+ 1.93%
$4.7K - $5.64K
6.39K $368K
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
92
+ 0.34%
$3.57K - $4.29K
27.3K $1.57M
Nov 09, 2022 Q3 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
88
+ 0.25%
$3.42K - $4.1K
34.6K $1.99M
Nov 09, 2022 Q3 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
74
+ 0.2%
$2.87K - $3.45K
37.4K $2.15M
Oct 25, 2022 Q3 2022
Conrad Siegel Investment Advisors, Inc.

BUY
 -
63
+ 0.8%
$2.45K - $2.94K
7.92K $456K
Nov 10, 2022 Q3 2022
Warwick Investment Management, Inc.

BUY
 -
59
+ 0.38%
$2.29K - $2.75K
15.5K $889K
Oct 11, 2022 Q3 2022
Marcum Wealth, LLC

BUY
 -
50
+ 0.12%
$1.94K - $2.33K
43.3K $2.49M
Oct 24, 2022 Q3 2022
Murphy Pohlad Asset Management LLC

BUY
 -
47
+ 0.28%
$1.83K - $2.19K
16.6K $952K
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
47
+ 0.05%
$1.83K - $2.19K
91K $5.24M
Oct 20, 2022 Q3 2022
Stone Asset Management Inc.

BUY
 -
43
+ 0.39%
$1.67K - $2K
11K $632K
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
39
+ 0.39%
$1.51K - $1.82K
10.1K $584K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
34
+ 0.27%
$1.32K - $1.58K
12.6K $726K
Nov 10, 2022 Q3 2022
Staley Capital Advisers Inc

BUY
 -
33
+ 0.39%
$1.28K - $1.54K
8.58K $494K
Nov 14, 2022 Q3 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
33
+ 0.28%
$1.28K - $1.54K
11.9K $685K
Oct 13, 2022 Q3 2022
Exeter Financial, LLC

BUY
 -
32
+ 0.39%
$1.24K - $1.49K
8.28K $477K
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
27
+ 0.13%
$1.05K - $1.26K
20.2K $1.16M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
20
+ 0.08%
$777 - $932
24.1K $1.39M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
20
+ 0.24%
$777 - $932
8.31K $478K
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
18
+ 0.33%
$699 - $839
5.49K $316K
Oct 07, 2022 Q3 2022
Lbmc Investment Advisors, LLC

BUY
 -
18
+ 0.22%
$699 - $839
8.36K $481K
Nov 14, 2022 Q3 2022
Running Point Capital Advisors, LLC

BUY
 -
18
+ 0.3%
$699 - $839
6.1K $351K
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15
+ 0.26%
$583 - $699
5.74K $330K
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
13
+ 0.36%
$505 - $606
3.62K $208K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
12
+ 0.31%
$466 - $559
3.87K $223K

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