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

758

Shares Held

167M

Call Options Held

500

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$691 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$610 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.88M
Shares

$436 Million
8.65% of portfolio
Index Fund Advisors, Inc.

6.31M
Shares

$310 Million
20.84% of portfolio
Savant Capital, LLC

5.13M
Shares

$252 Million
2.33% of portfolio

About DIMENSIONAL ETF TR U S TARGET

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