Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.82MNew |
$392M - $435M
|
8.82M
$506M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.62MNew |
$206M - $228M
|
4.62M
$265M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.23MNew |
$99.3M - $110M
|
2.23M
$128M
|
|
|
Feb 15, 2022
Q4 2021
|
Equius Partners, Inc.
|
BUY
|
- |
2.19MNew |
$97.3M - $108M
|
2.19M
$126M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.59MNew |
$70.8M - $78.5M
|
1.59M
$91.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
1.55MNew |
$69.1M - $76.7M
|
1.55M
$89.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.18MNew |
$52.7M - $58.4M
|
1.18M
$67.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.04MNew |
$46.1M - $51.1M
|
1.04M
$59.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
898KNew |
$40M - $44.3M
|
898K
$51.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
800KNew |
$35.6M - $39.5M
|
800K
$45.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
776K+ 10.68% |
$34.5M - $38.3M
|
8.04M
$462M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
722KNew |
$32.1M - $35.6M
|
722K
$41.4M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
615KNew |
$27.4M - $30.4M
|
615K
$35.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
609KNew |
$27.1M - $30M
|
609K
$34.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
521KNew |
$23.2M - $25.7M
|
521K
$29.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
505KNew |
$22.5M - $24.9M
|
505K
$29M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
447K+ 32.52% |
$19.9M - $22M
|
1.82M
$104M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
416KNew |
$18.5M - $20.5M
|
416K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369KNew |
$16.4M - $18.2M
|
369K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
364KNew |
$16.2M - $17.9M
|
364K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
358KNew |
$15.9M - $17.7M
|
358K
$20.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
334KNew |
$14.8M - $16.5M
|
334K
$19.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
330KNew |
$14.7M - $16.3M
|
330K
$19M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
310KNew |
$13.8M - $15.3M
|
310K
$17.8M
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
305KNew |
$13.5M - $15M
|
305K
$17.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
247KNew |
$11M - $12.2M
|
247K
$14.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
246KNew |
$11M - $12.2M
|
246K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
216KNew |
$9.62M - $10.7M
|
216K
$12.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
212KNew |
$9.41M - $10.4M
|
212K
$12.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
210KNew |
$9.33M - $10.4M
|
210K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
200K+ 2345.87% |
$8.9M - $9.88M
|
209K
$12M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
183KNew |
$8.13M - $9.02M
|
183K
$10.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
174KNew |
$7.75M - $8.6M
|
174K
$9.99M
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
168KNew |
$7.46M - $8.28M
|
168K
$9.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
158K+ 19.21% |
$7.04M - $7.81M
|
982K
$56.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 7.08% |
$6.84M - $7.59M
|
2.33M
$134M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
153KNew |
$6.81M - $7.55M
|
153K
$8.78M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
148KNew |
$6.57M - $7.29M
|
148K
$8.47M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
138KNew |
$6.13M - $6.8M
|
138K
$7.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
123K+ 2806.03% |
$5.46M - $6.06M
|
127K
$7.3M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
106KNew |
$4.7M - $5.22M
|
106K
$6.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
101K+ 37.63% |
$4.5M - $4.99M
|
370K
$21.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
97.9KNew |
$4.35M - $4.83M
|
97.9K
$5.62M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
95.3KNew |
$4.24M - $4.71M
|
95.3K
$5.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94.6K+ 5.27% |
$4.21M - $4.67M
|
1.89M
$108M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
90.3KNew |
$4.02M - $4.46M
|
90.3K
$5.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.1K+ 218.95% |
$3.92M - $4.35M
|
128K
$7.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
86.6KNew |
$3.85M - $4.27M
|
86.6K
$4.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
80.3KNew |
$3.57M - $3.96M
|
80.3K
$4.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
78.2KNew |
$3.48M - $3.86M
|
78.2K
$4.49M
|