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 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-135- 0.41% |
$5.99K - $6.57K
|
32.7K
$1.98M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-158- 1.29% |
$7.01K - $7.69K
|
12.1K
$731K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-189Closed |
$8.38K - $9.19K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-254- 2.15% |
$11.3K - $12.4K
|
11.6K
$701K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-273- 0.39% |
$12.1K - $13.3K
|
70K
$4.24M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-283Closed |
$12.6K - $13.8K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-299- 0.1% |
$13.3K - $14.5K
|
310K
$18.8M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-308- 0.73% |
$13.7K - $15K
|
41.6K
$2.52M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-315Closed |
$14K - $15.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-360- 1.58% |
$16K - $17.5K
|
22.4K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-368- 7.45% |
$16.3K - $17.9K
|
4.57K
$277K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-401Closed |
$17.8K - $19.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-427- 0.53% |
$18.9K - $20.8K
|
80.5K
$4.87M
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-432- 0.48% |
$19.2K - $21K
|
89.9K
$5.44M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-508- 0.36% |
$22.5K - $24.7K
|
139K
$8.41M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-512- 0.64% |
$22.7K - $24.9K
|
79.5K
$4.81M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524Closed |
$23.2K - $25.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-608- 0.16% |
$27K - $29.6K
|
379K
$22.9M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-657- 1.2% |
$29.1K - $32K
|
53.9K
$3.27M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-684Closed |
$30.3K - $33.3K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-700- 3.67% |
$31K - $34K
|
18.4K
$1.11M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 4.62% |
$46.7K - $51.2K
|
21.7K
$1.32M
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.08K- 0.21% |
$47.9K - $52.6K
|
520K
$31.5M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 3.2% |
$49K - $53.7K
|
33.4K
$2.02M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.12K- 8.1% |
$49.5K - $54.3K
|
12.7K
$767K
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 0.15% |
$51.4K - $56.3K
|
769K
$46.6M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.26K- 8.74% |
$55.7K - $61.1K
|
13.1K
$794K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.42KClosed |
$63.1K - $69.2K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 19.66% |
$66.7K - $73.1K
|
6.14K
$372K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 15.19% |
$74.4K - $81.6K
|
9.37K
$567K
|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.74K- 1.62% |
$77.3K - $84.7K
|
106K
$6.39M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.93K- 16.26% |
$85.6K - $93.8K
|
9.94K
$602K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2.05KClosed |
$91.1K - $99.9K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-2.3KClosed |
$102K - $112K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.45K- 5.74% |
$108K - $119K
|
40.2K
$2.43M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 13.51% |
$110K - $121K
|
15.9K
$963K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.64K- 32.58% |
$117K - $128K
|
5.46K
$331K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.67KClosed |
$118K - $130K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.68K- 4.99% |
$119K - $131K
|
51K
$3.09M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.87K- 20.85% |
$127K - $139K
|
10.9K
$659K
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.9K- 31.21% |
$129K - $141K
|
6.39K
$387K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.02K- 17.06% |
$134K - $147K
|
14.7K
$890K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 18.59% |
$143K - $157K
|
14.1K
$854K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.49K- 0.76% |
$155K - $170K
|
456K
$27.6M
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.5K- 1.67% |
$155K - $170K
|
206K
$12.5M
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.61KClosed |
$160K - $176K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.76K- 5.29% |
$167K - $183K
|
67.3K
$4.08M
|
|
Apr 28, 2022
Q1 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-3.88K- 1.83% |
$172K - $188K
|
208K
$12.6M
|
|
Apr 27, 2022
Q1 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-3.92K- 1.19% |
$174K - $191K
|
327K
$19.8M
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.18KClosed |
$186K - $204K
|
0
$0
|