Purchases and Sales Made in Q4 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 Q4 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
Feb 10, 2023 Q4 2022
Wmg Financial Advisors, LLC

BUY
 -
1.33K
+ 3.79%
$53.6K - $62.5K
36.5K $2.1M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.19K
+ 4.49%
$47.7K - $55.6K
27.6K $1.59M
Jan 19, 2023 Q4 2022
Morris Financial Concepts, Inc.

BUY
 -
1.18K
New
$47.4K - $55.3K
1.18K $67.9K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

BUY
 -
1.17K
+ 7.18%
$46.9K - $54.7K
17.4K $1M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.15K
+ 2.59%
$46.4K - $54.1K
45.7K $2.63M
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
1.11K
+ 408.09%
$44.7K - $52.1K
1.38K $79.5K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
1.08K
New
$43.5K - $50.7K
1.08K $62.2K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
1.08K
+ 10.54%
$43.5K - $50.7K
11.3K $652K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
1.02K
New
$41.1K - $47.9K
1.02K $58.8K
Jan 30, 2023 Q4 2022
Evolution Advisers, Inc.

BUY
 -
1.01K
+ 10120.0%
$40.7K - $47.5K
1.02K $58.8K
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
926
+ 1.04%
$37.3K - $43.4K
90.1K $5.19M
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
865
+ 1.78%
$34.8K - $40.6K
49.6K $2.85M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
732
+ 13.14%
$29.5K - $34.3K
6.3K $363K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
685
+ 12.48%
$27.6K - $32.1K
6.17K $355K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
681
+ 681.0%
$27.4K - $31.9K
781 $44.9K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
606
+ 107.45%
$24.4K - $28.4K
1.17K $67.3K
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

BUY
 -
605
New
$24.3K - $28.4K
605 $34.8K
Feb 09, 2023 Q4 2022
Castle Wealth Management LLC

BUY
 -
429
+ 7.09%
$17.3K - $20.1K
6.48K $373K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
412
New
$16.6K - $19.3K
412 $23.7K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
396
New
$15.9K - $18.6K
396 $22.8K
Feb 01, 2023 Q4 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
385
+ 0.34%
$15.5K - $18.1K
114K $6.55M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
375
+ 2.78%
$15.1K - $17.6K
13.9K $799K
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
340
+ 0.51%
$13.7K - $15.9K
67.2K $3.87M
Feb 10, 2023 Q4 2022
Clear Investment Research, LLC

BUY
 -
300
New
$12.1K - $14.1K
300 $17.3K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
290
+ 0.64%
$11.7K - $13.6K
45.7K $2.63M
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
283
New
$11.4K - $13.3K
283 $16.3K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
261
+ 3.7%
$10.5K - $12.2K
7.32K $421K
Feb 14, 2023 Q4 2022
West Hill Financial Advisors, Inc.

BUY
 -
250
+ 7.12%
$10.1K - $11.7K
3.76K $217K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
249
+ 996.0%
$10K - $11.7K
274 $15.8K
Feb 07, 2023 Q4 2022
Addison Advisors LLC

BUY
 -
234
+ 1.38%
$9.42K - $11K
17.2K $990K
Jan 12, 2023 Q4 2022
Soundmark Wealth Management, LLC

BUY
 -
140
+ 0.16%
$5.63K - $6.57K
86.7K $4.99M
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
112
New
$4.51K - $5.25K
112 $6.45K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
107
+ 1.08%
$4.31K - $5.02K
10K $576K
Feb 14, 2023 Q4 2022
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
103
New
$4.14K - $4.83K
103 $5.93K
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
97
+ 0.35%
$3.9K - $4.55K
27.4K $1.58M
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

BUY
 -
92
+ 1.45%
$3.7K - $4.32K
6.43K $370K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
91
+ 0.24%
$3.66K - $4.27K
37.5K $2.16M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
68
+ 0.12%
$2.74K - $3.19K
55.9K $3.22M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
61
+ 10.43%
$2.45K - $2.86K
646 $37.2K
Feb 07, 2023 Q4 2022
Warwick Investment Management, Inc.

BUY
 -
61
+ 0.39%
$2.45K - $2.86K
15.5K $893K
Jan 25, 2023 Q4 2022
Stone Asset Management Inc.

BUY
 -
44
+ 0.4%
$1.77K - $2.06K
11K $634K
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
36
+ 0.3%
$1.45K - $1.69K
11.9K $687K
Feb 14, 2023 Q4 2022
Staley Capital Advisers Inc

BUY
 -
34
+ 0.4%
$1.37K - $1.59K
8.61K $496K
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
34
+ 0.4%
$1.37K - $1.59K
8.57K $493K
Jan 24, 2023 Q4 2022
Exeter Financial, LLC

BUY
 -
33
+ 0.4%
$1.33K - $1.55K
8.31K $478K
Jan 25, 2023 Q4 2022
Conrad Siegel Investment Advisors, Inc.

BUY
 -
31
+ 0.39%
$1.25K - $1.45K
7.96K $458K
Feb 14, 2023 Q4 2022
Greenline Partners, LLC

New York, NY
BUY
 -
28
+ 0.4%
$1.13K - $1.31K
7.09K $408K
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

BUY
 -
27
+ 0.13%
$1.09K - $1.27K
20.2K $1.16M
Aug 23, 2023 Q4 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
26
+ 0.22%
$1.05K - $1.22K
12.1K $695K

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