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 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.25K+ 8.88% |
$411K - $456K
|
113K
$6.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.21K+ 12.28% |
$410K - $455K
|
84.3K
$4.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
9.04K+ 1.57% |
$402K - $446K
|
585K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.95KNew |
$398K - $442K
|
8.95K
$496K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.78K+ 1.77% |
$391K - $434K
|
504K
$28M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.55KNew |
$380K - $422K
|
8.55K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.12KNew |
$361K - $401K
|
8.12K
$450K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.94K+ 28.81% |
$353K - $392K
|
35.5K
$1.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7.86KNew |
$350K - $388K
|
7.86K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.81K+ 9.96% |
$348K - $386K
|
86.3K
$4.78M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
7.63KNew |
$339K - $377K
|
7.63K
$423K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
7.16KNew |
$319K - $354K
|
7.16K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$318K - $353K
|
7.15K
$397K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.02K+ 27.91% |
$312K - $346K
|
32.2K
$1.78M
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 2.62% |
$309K - $343K
|
272K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
6.75KNew |
$300K - $333K
|
6.75K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.62KNew |
$294K - $327K
|
6.62K
$367K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.25KNew |
$278K - $308K
|
6.25K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.03K+ 68.71% |
$268K - $298K
|
14.8K
$821K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
5.93KNew |
$264K - $293K
|
5.93K
$329K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.9KNew |
$263K - $291K
|
5.9K
$327K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.89KNew |
$262K - $291K
|
5.89K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.69KNew |
$253K - $281K
|
5.69K
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.65KNew |
$251K - $279K
|
5.65K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
5.4K+ 2.75% |
$240K - $266K
|
202K
$11.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
5.18KNew |
$231K - $256K
|
5.18K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5.08KNew |
$226K - $251K
|
5.08K
$282K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.04K+ 1.37% |
$224K - $249K
|
374K
$20.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
4.9KNew |
$218K - $242K
|
4.9K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.89KNew |
$217K - $241K
|
4.89K
$271K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.89KNew |
$217K - $241K
|
4.89K
$271K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.52KNew |
$201K - $223K
|
4.52K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$200K - $222K
|
4.49K
$249K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
4.42KNew |
$197K - $218K
|
4.42K
$245K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.26KNew |
$190K - $210K
|
4.26K
$236K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.21K+ 0.94% |
$187K - $208K
|
455K
$25.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
4.2K+ 2.58% |
$187K - $207K
|
167K
$9.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.2KNew |
$187K - $207K
|
4.2K
$233K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.19K+ 43.84% |
$186K - $207K
|
13.7K
$761K
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
4.09K+ 0.98% |
$182K - $202K
|
421K
$23.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.64K+ 32.08% |
$162K - $180K
|
15K
$832K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3.61KNew |
$161K - $178K
|
3.61K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.37K+ 13.93% |
$150K - $166K
|
27.5K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.15K+ 21.42% |
$140K - $155K
|
17.8K
$990K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.13K+ 4.09% |
$139K - $154K
|
79.5K
$4.41M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.09K+ 3.79% |
$137K - $152K
|
84.4K
$4.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.94KNew |
$131K - $145K
|
2.94K
$163K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.51KNew |
$112K - $124K
|
2.51K
$139K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$102K - $113K
|
2.29K
$127K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.25KNew |
$99.9K - $111K
|
2.25K
$125K
|