Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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
Feb 14, 2022 Q4 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
34
+ 0.66%
$1.51K - $1.68K
5.15K $286K
Feb 11, 2022 Q4 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
31
New
$1.38K - $1.53K
31 $1.72K
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

BUY
 -
31
+ 0.12%
$1.38K - $1.53K
26.7K $1.48M
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
24
+ 0.67%
$1.07K - $1.18K
3.59K $199K
Jan 14, 2022 Q4 2021
Acropolis Investment Management, LLC

BUY
 -
21
+ 0.55%
$934 - $1.04K
3.84K $213K
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
18
+ 0.33%
$801 - $888
5.47K $303K
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
9
+ 0.05%
$400 - $444
19.4K $1.08M
Jan 19, 2022 Q4 2021
Whittier Trust CO

BUY
 -
9
+ 0.09%
$400 - $444
10.6K $588K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
6
+ 0.66%
$267 - $296
920 $51K
Jan 21, 2022 Q4 2021
Concord Wealth Partners

BUY
 -
5
New
$222 - $247
5 $277
Feb 15, 2022 Q4 2021
Cwa Asset Management Group, LLC

BUY
 -
3
+ 0.03%
$133 - $148
9.16K $508K
Jan 19, 2022 Q4 2021
Verus Financial Partners, Inc.

BUY
 -
3
+ 0.05%
$133 - $148
6.64K $368K
Feb 04, 2022 Q4 2021
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
1
+ 0.0%
$44.5 - $49.4
24.8K $1.38M
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-1
- 0.02%
$44.5 - $49.4
4.94K $274K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-11
- 0.05%
$489 - $543
23.6K $1.31M
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-14
- 0.04%
$623 - $691
34.5K $1.91M
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-19
- 1.76%
$845 - $938
1.06K $58.8K
Feb 14, 2022 Q4 2021
Founders Financial Securities LLC

SELL
 -
-21
- 0.18%
$934 - $1.04K
11.8K $655K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-26
- 18.71%
$1.16K - $1.28K
113 $6.27K
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-48
- 0.4%
$2.14K - $2.37K
11.8K $656K
Feb 11, 2022 Q4 2021
Gibson Capital, LLC

Wexford, PA
SELL
 -
-65
- 0.06%
$2.89K - $3.21K
107K $5.95M
Feb 07, 2022 Q4 2021
Bridgewater Advisors Inc.

SELL
 -
-75
- 0.15%
$3.34K - $3.7K
49.1K $2.72M
Jan 13, 2022 Q4 2021
Apella Capital, LLC

SELL
 -
-164
- 0.06%
$7.29K - $8.1K
254K $14.1M
Feb 08, 2022 Q4 2021
Baker Tilly Wealth Management, LLC

SELL
 -
-189
- 0.82%
$8.41K - $9.33K
22.8K $1.26M
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-210
- 1.87%
$9.34K - $10.4K
11K $613K
Feb 03, 2022 Q4 2021
Jfs Wealth Advisors, LLC

SELL
 -
-220
- 0.72%
$9.79K - $10.9K
30.2K $1.68M
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

SELL
 -
-228
- 0.99%
$10.1K - $11.3K
22.9K $1.27M
Jan 31, 2022 Q4 2021
Klingman & Associates, LLC

SELL
 -
-236
- 0.36%
$10.5K - $11.6K
64.7K $3.59M
Jan 19, 2022 Q4 2021
Key F Inancial Inc

SELL
 -
-297
- 5.81%
$13.2K - $14.7K
4.81K $267K
Jan 19, 2022 Q4 2021
Sol Capital Management CO

SELL
 -
-300
- 0.67%
$13.3K - $14.8K
44.7K $2.48M
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-322
- 5.04%
$14.3K - $15.9K
6.07K $336K
Jan 13, 2022 Q4 2021
Clarus Wealth Advisors

SELL
 -
-324
- 2.04%
$14.4K - $16K
15.6K $863K
Apr 05, 2024 Q4 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-396
- 1.02%
$17.6K - $19.5K
38.3K $2.12M
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-448
Closed
$19.9K - $22.1K
0 $0
Jan 13, 2022 Q4 2021
Wedbush Securities Inc

SELL
 -
-488
- 5.6%
$21.7K - $24.1K
8.22K $456K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-490
Closed
$21.8K - $24.2K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-501
Closed
$22.3K - $24.7K
0 $0
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-566
Closed
$25.2K - $27.9K
0 $0
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

SELL
 -
-616
- 0.91%
$27.4K - $30.4K
67.1K $3.72M
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-618
- 36.08%
$27.5K - $30.5K
1.1K $60.7K
Feb 08, 2022 Q4 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-653
- 4.96%
$29K - $32.2K
12.5K $693K
Jan 31, 2022 Q4 2021
Regions Financial Corp

SELL
 -
-695
- 0.5%
$30.9K - $34.3K
139K $7.73M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-699
- 0.47%
$31.1K - $34.5K
148K $8.2M
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-749
- 2.05%
$33.3K - $37K
35.9K $1.99M
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-751
- 8.49%
$33.4K - $37.1K
8.1K $449K
Jan 31, 2022 Q4 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-815
- 0.86%
$36.3K - $40.2K
94.3K $5.23M
Jan 19, 2022 Q4 2021
Lutz Financial Services LLC

SELL
 -
-841
- 0.6%
$37.4K - $41.5K
140K $7.76M
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-847
- 0.31%
$37.7K - $41.8K
274K $15.2M
Feb 11, 2022 Q4 2021
Murphy Pohlad Asset Management LLC

SELL
 -
-918
- 5.29%
$40.8K - $45.3K
16.4K $911K

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