Soundmark Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$49.45 - $54.43 $263,420 - $289,948	-5,327 Reduced 6.31%	79,133 $4.31 Million
Q4 2023 Jan 09, 2024	SELL	$42.71 - $53.09 $37,200 - $46,241	-871 Reduced 1.02%	84,460 $4.42 Million
Q3 2023 Oct 10, 2023	SELL	$45.07 - $49.71 $14,151 - $15,608	-314 Reduced 0.37%	85,331 $3.9 Million
Q2 2023 Jul 13, 2023	SELL	$41.44 - $46.39 $42,144 - $47,178	-1,017 Reduced 1.17%	85,645 $3.97 Million
Q1 2023 Apr 10, 2023	SELL	$42.38 - $49.75 $635 - $746	-15 Reduced 0.02%	86,662 $3.86 Million
Q4 2022 Jan 12, 2023	BUY	$40.24 - $46.91 $5,633 - $6,567	140 Added 0.16%	86,677 $0
Q3 2022 Oct 12, 2022	SELL	$38.84 - $46.6 $37,946 - $45,528	-977 Reduced 1.12%	86,537 $3.37 Million
Q2 2022 Jul 11, 2022	SELL	$39.72 - $47.15 $11,518 - $13,673	-290 Reduced 0.33%	87,514 $3.52 Million
Q1 2022 Apr 11, 2022	BUY	$44.35 - $48.64 $9,712 - $10,652	219 Added 0.25%	87,804 $4.09 Million
Q4 2021 Jan 18, 2022	SELL	$44.48 - $49.36 $2.14 Million - $2.38 Million	-48,169 Reduced 35.48%	87,585 $4.16 Million
Q3 2021 Oct 13, 2021	BUY	$41.66 - $45.84 $150,767 - $165,894	3,619 Added 2.74%	135,754 $6.03 Million
Q2 2021 Jul 13, 2021	BUY	$43.52 - $46.03 $5.75 Million - $6.08 Million	132,135 New	132,135 $5.88 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$814 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$505 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$424 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$299 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

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