Purchases and Sales Made in Q3 2021 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 2021. 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 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-27- 0.29% |
$1.12K - $1.24K
|
9.15K
$481K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-30- 0.34% |
$1.25K - $1.38K
|
8.71K
$458K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 19.05% |
$1.67K - $1.83K
|
170
$8.94K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-66- 0.05% |
$2.75K - $3.03K
|
143K
$7.5M
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-67- 0.05% |
$2.79K - $3.07K
|
143K
$7.53M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 1.53% |
$4.12K - $4.54K
|
6.39K
$336K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-100- 1.46% |
$4.17K - $4.58K
|
6.75K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-125- 0.18% |
$5.21K - $5.73K
|
69.9K
$3.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-167- 0.12% |
$6.96K - $7.66K
|
141K
$7.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-225- 1.43% |
$9.37K - $10.3K
|
15.6K
$818K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-269- 0.25% |
$11.2K - $12.3K
|
107K
$5.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-313Closed |
$13K - $14.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-320- 1.65% |
$13.3K - $14.7K
|
19.1K
$1M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-376- 3.79% |
$15.7K - $17.2K
|
9.55K
$502K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-462- 0.8% |
$19.2K - $21.2K
|
57.5K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-465- 4.04% |
$19.4K - $21.3K
|
11K
$581K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-561- 3.91% |
$23.4K - $25.7K
|
13.8K
$725K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-585- 4.33% |
$24.4K - $26.8K
|
12.9K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-596- 2.61% |
$24.8K - $27.3K
|
22.2K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-598- 3.81% |
$24.9K - $27.4K
|
15.1K
$793K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-650- 0.13% |
$27.1K - $29.8K
|
496K
$26M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-681Closed |
$28.4K - $31.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-698- 0.47% |
$29.1K - $32K
|
149K
$7.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-825- 3.37% |
$34.4K - $37.8K
|
23.6K
$1.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-931- 45.28% |
$38.8K - $42.7K
|
1.13K
$59.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-1.04K- 0.14% |
$43.2K - $47.6K
|
746K
$39.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.19K- 1.47% |
$49.5K - $54.5K
|
79.7K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.24K- 10.91% |
$51.6K - $56.7K
|
10.1K
$531K
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-1.3K- 8.28% |
$54K - $59.5K
|
14.4K
$755K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.33K- 10.08% |
$55.5K - $61.1K
|
11.9K
$625K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.34K- 3.54% |
$55.9K - $61.5K
|
36.6K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.48K- 46.37% |
$61.7K - $67.9K
|
1.71K
$90K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.54K- 2.7% |
$64.3K - $70.7K
|
55.6K
$2.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.95K- 5.35% |
$81.2K - $89.3K
|
34.5K
$1.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.99K- 7.96% |
$82.7K - $91K
|
23K
$1.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.03K- 4.97% |
$84.6K - $93.1K
|
38.8K
$2.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.3K- 12.6% |
$95.9K - $105K
|
16K
$839K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2.56K- 53.89% |
$107K - $117K
|
2.19K
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-2.63K- 0.63% |
$110K - $121K
|
416K
$21.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.73K- 0.67% |
$114K - $125K
|
404K
$21.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.08K- 7.12% |
$128K - $141K
|
40.2K
$2.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.66K- 9.5% |
$152K - $168K
|
34.8K
$1.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.67K- 1.32% |
$153K - $168K
|
274K
$14.4M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.74K- 8.82% |
$156K - $171K
|
38.7K
$2.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 16.33% |
$160K - $176K
|
19.6K
$1.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-4.63KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.77KClosed |
$199K - $219K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.89KClosed |
$204K - $224K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-5.73KClosed |
$239K - $263K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.8KClosed |
$242K - $266K
|
0
$0
|