Purchases and Sales Made in Q3 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 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 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.17K- 23.53% |
$84.4K - $101K
|
7.06K
$406K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.32K- 5.22% |
$90.2K - $108K
|
42.2K
$2.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.4K- 2.91% |
$93.1K - $112K
|
80.1K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.41K- 5.64% |
$93.7K - $112K
|
40.4K
$2.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.48K- 2.82% |
$96.2K - $115K
|
85.4K
$4.91M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2.8K- 1.14% |
$109K - $130K
|
242K
$13.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-2.82K- 3.33% |
$109K - $131K
|
81.8K
$4.71M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3.1K- 2.27% |
$120K - $144K
|
133K
$7.66M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.1K- 0.27% |
$121K - $145K
|
1.15M
$66.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.19K- 1.56% |
$124K - $149K
|
202K
$11.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.35K- 31.16% |
$130K - $156K
|
7.4K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.39K- 27.25% |
$132K - $158K
|
9.05K
$521K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-3.51K- 32.24% |
$136K - $164K
|
7.38K
$425K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.93K- 0.86% |
$153K - $183K
|
451K
$26M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.97K- 1.47% |
$154K - $185K
|
265K
$15.3M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.14K- 15.25% |
$161K - $193K
|
23K
$1.33M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.19K- 1.19% |
$163K - $195K
|
347K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.19K- 1.19% |
$163K - $195K
|
347K
$19.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.54K- 2.95% |
$176K - $212K
|
149K
$8.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.93K- 4.36% |
$192K - $230K
|
108K
$6.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.03K- 40.48% |
$195K - $234K
|
7.4K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.23KClosed |
$203K - $244K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.32K- 5.59% |
$206K - $248K
|
89.7K
$5.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-5.77K- 9.08% |
$224K - $269K
|
57.8K
$3.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.93K- 4.92% |
$230K - $276K
|
115K
$6.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-6.46K- 10.39% |
$251K - $301K
|
55.7K
$3.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 1.51% |
$251K - $302K
|
422K
$24.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-6.64K- 2.59% |
$258K - $309K
|
250K
$14.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-6.83K- 3.35% |
$265K - $318K
|
197K
$11.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.19K- 1.58% |
$279K - $335K
|
448K
$25.8M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-7.85K- 34.41% |
$305K - $366K
|
15K
$861K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-8.27K- 11.0% |
$321K - $385K
|
66.9K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.67K- 36.31% |
$337K - $404K
|
15.2K
$875K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-8.67K- 2.82% |
$337K - $404K
|
299K
$17.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.79K- 1.72% |
$341K - $409K
|
502K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.74K- 4.88% |
$378K - $454K
|
190K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-9.85K- 5.28% |
$382K - $459K
|
177K
$10.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10.3K- 1.66% |
$399K - $479K
|
609K
$35.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-10.5K- 4.79% |
$410K - $491K
|
210K
$12.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11.4K- 3.0% |
$444K - $533K
|
370K
$21.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.1K- 36.83% |
$468K - $562K
|
20.7K
$1.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-14.9K- 6.86% |
$581K - $697K
|
203K
$11.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-15.1K- 0.94% |
$586K - $703K
|
1.58M
$91.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-15.3K- 42.69% |
$594K - $713K
|
20.5K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.5K- 2.37% |
$601K - $721K
|
638K
$36.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.6K- 7.08% |
$605K - $726K
|
204K
$11.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 7.01% |
$634K - $760K
|
216K
$12.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-16.6K- 2.7% |
$643K - $772K
|
597K
$34.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-17.4K- 69.48% |
$674K - $809K
|
7.63K
$439K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-18.6K- 1.14% |
$721K - $865K
|
1.6M
$92.2M
|