Sbk Financial, Inc. Dimensional ETF Tr U S Target Transaction History

Sbk Financial, Inc.

$63 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$44.35 - $48.64 $160,236 - $175,736	-3,613 Closed	0 $0
Q4 2021 Feb 22, 2022	BUY	$44.48 - $49.36 $160,706 - $178,337	3,613 New	3,613 $172,000

Others Institutions Holding DFAT

# of Institutions

675

Shares Held

158M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$822 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$723 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$510 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$428 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$302 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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