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 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.21K- 12.74% |
$259K - $284K
|
42.5K
$2.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-6.75KClosed |
$281K - $309K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.03KClosed |
$293K - $322K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-7.13K- 3.47% |
$297K - $327K
|
198K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8.22K- 10.04% |
$342K - $377K
|
73.7K
$4.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-8.49K- 1.29% |
$354K - $389K
|
648K
$35.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-9.02K- 1.91% |
$376K - $414K
|
464K
$25.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.1K- 0.5% |
$379K - $417K
|
1.8M
$99.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.67K- 29.53% |
$403K - $443K
|
23.1K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.73K- 16.32% |
$405K - $446K
|
49.9K
$2.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13.1K- 1.92% |
$545K - $599K
|
669K
$37.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.1K- 67.3% |
$752K - $828K
|
8.77K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-21.1K- 5.3% |
$879K - $967K
|
377K
$20.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.5K- 3.31% |
$980K - $1.08M
|
687K
$38.1M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24.5K- 34.04% |
$1.02M - $1.12M
|
47.4K
$2.63M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-28.7K- 1.57% |
$1.2M - $1.32M
|
1.8M
$100M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-31.7K- 7.35% |
$1.32M - $1.45M
|
400K
$22.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-35.9K- 1.13% |
$1.49M - $1.64M
|
3.13M
$174M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-42.6KClosed |
$1.78M - $1.95M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-55.5K- 4.09% |
$2.31M - $2.55M
|
1.3M
$72.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-64.1K- 25.21% |
$2.67M - $2.94M
|
190K
$10.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77KClosed |
$3.21M - $3.53M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-383KClosed |
$16M - $17.6M
|
0
$0
|