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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-18.9K- 28.32% |
$734K - $880K
|
47.8K
$2.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-20.7K- 3.13% |
$805K - $966K
|
642K
$36.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-22.7K- 0.68% |
$882K - $1.06M
|
3.32M
$191M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.4K- 15.95% |
$909K - $1.09M
|
123K
$7.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-24K- 2.06% |
$931K - $1.12M
|
1.14M
$65.5M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-26K- 19.71% |
$1.01M - $1.21M
|
106K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-26.7K- 1.45% |
$1.04M - $1.24M
|
1.81M
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27.3K- 50.54% |
$1.06M - $1.27M
|
26.7K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-28.5K- 52.2% |
$1.11M - $1.33M
|
26.1K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-30.7K- 1.41% |
$1.19M - $1.43M
|
2.14M
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.2K- 43.64% |
$1.37M - $1.64M
|
45.4K
$2.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-42K- 25.91% |
$1.63M - $1.96M
|
120K
$6.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-66.9K- 7.74% |
$2.6M - $3.12M
|
798K
$45.9M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-70.9K- 27.17% |
$2.75M - $3.3M
|
190K
$10.9M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-76.3K- 5.49% |
$2.97M - $3.56M
|
1.31M
$75.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-89.6K- 99.63% |
$3.48M - $4.17M
|
333
$19.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-97.2K- 2.46% |
$3.78M - $4.53M
|
3.86M
$222M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-131K- 62.02% |
$5.09M - $6.11M
|
80.3K
$4.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-150K- 13.32% |
$5.83M - $6.99M
|
977K
$56.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-158K- 10.4% |
$6.14M - $7.37M
|
1.36M
$78.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-305K- 97.43% |
$11.9M - $14.2M
|
8.04K
$462K
|