Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.73MNew |
$387M - $425M
|
8.73M
$529M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.7M+ 328.1% |
$120M - $131M
|
3.52M
$213M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
757KNew |
$33.6M - $36.8M
|
757K
$45.8M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
686KNew |
$30.4M - $33.4M
|
686K
$41.6M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
589K+ 56.82% |
$26.1M - $28.6M
|
1.62M
$98.4M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
507K+ 22.71% |
$22.5M - $24.7M
|
2.74M
$166M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
401K+ 8.67% |
$17.8M - $19.5M
|
5.02M
$304M
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
226K+ 44.74% |
$10M - $11M
|
731K
$44.3M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
206K+ 1449.65% |
$9.14M - $10M
|
220K
$13.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
155K+ 198.35% |
$6.88M - $7.55M
|
233K
$14.1M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
141K+ 2137.74% |
$6.28M - $6.88M
|
148K
$8.97M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
136K+ 106.21% |
$6.04M - $6.63M
|
264K
$16M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
133K+ 13.53% |
$5.89M - $6.46M
|
1.11M
$67.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
108K+ 98.84% |
$4.78M - $5.25M
|
217K
$13.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
106KNew |
$4.72M - $5.17M
|
106K
$6.44M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106KNew |
$4.69M - $5.14M
|
106K
$6.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
100K+ 279.02% |
$4.44M - $4.87M
|
136K
$8.23M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
96.4K+ 356.38% |
$4.28M - $4.69M
|
124K
$7.48M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
92.9K+ 157.79% |
$4.12M - $4.52M
|
152K
$9.19M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
89.2K+ 17.69% |
$3.96M - $4.34M
|
594K
$35.9M
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
79.3K+ 62.35% |
$3.52M - $3.86M
|
206K
$12.5M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
79.2K+ 6.62% |
$3.51M - $3.85M
|
1.28M
$77.2M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
78.4KNew |
$3.48M - $3.82M
|
78.4K
$4.75M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.8K+ 0.97% |
$3.45M - $3.78M
|
8.12M
$492M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77.5K+ 21.02% |
$3.44M - $3.77M
|
446K
$27M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
72.9KNew |
$3.24M - $3.55M
|
72.9K
$4.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
64KNew |
$2.84M - $3.11M
|
64K
$3.88M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
58.9KNew |
$2.61M - $2.86M
|
58.9K
$3.57M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
53.1K+ 28.43% |
$2.36M - $2.58M
|
240K
$14.5M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52.2K+ 25.02% |
$2.32M - $2.54M
|
261K
$15.8M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
50.8KNew |
$2.25M - $2.47M
|
50.8K
$3.08M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.7KNew |
$2.16M - $2.37M
|
48.7K
$2.95M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.8K+ 10.24% |
$2.08M - $2.28M
|
504K
$30.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
46K+ 268.35% |
$2.04M - $2.24M
|
63.1K
$3.82M
|
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
43.3K+ 7.11% |
$1.92M - $2.11M
|
652K
$39.5M
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
41.6K+ 20.15% |
$1.84M - $2.02M
|
248K
$15M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
40.9K+ 24.49% |
$1.82M - $1.99M
|
208K
$12.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
37.1K+ 3.74% |
$1.65M - $1.8M
|
1.03M
$62.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
34.3K+ 4.75% |
$1.52M - $1.67M
|
756K
$45.8M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33.1KNew |
$1.47M - $1.61M
|
33.1K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.9K+ 617.48% |
$1.37M - $1.51M
|
36K
$2.18M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
30.6K+ 1.97% |
$1.36M - $1.49M
|
1.58M
$95.9M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.9K+ 67.28% |
$1.28M - $1.41M
|
71.9K
$4.35M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
27.9K+ 11.91% |
$1.24M - $1.36M
|
262K
$15.9M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.3K+ 481.58% |
$1.17M - $1.28M
|
31.8K
$1.93M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26K+ 22.91% |
$1.15M - $1.26M
|
139K
$8.44M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
22.8K+ 3.9% |
$1.01M - $1.11M
|
608K
$36.8M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.7K+ 3.65% |
$1.01M - $1.1M
|
645K
$39M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
22.6K+ 19.23% |
$1M - $1.1M
|
140K
$8.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
22.1K+ 26.21% |
$979K - $1.07M
|
106K
$6.44M
|