Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
21.7K+ 5.86% |
$962K - $1.06M
|
392K
$21.6M
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
19.9K+ 6.54% |
$884K - $969K
|
325K
$17.9M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1K+ 66.37% |
$847K - $928K
|
47.8K
$2.64M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
18.7KNew |
$828K - $908K
|
18.7K
$1.03M
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
18.4K+ 7.45% |
$816K - $895K
|
265K
$14.6M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
18.3KNew |
$811K - $889K
|
18.3K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.9KNew |
$794K - $871K
|
17.9K
$986K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
17.1K+ 9.95% |
$759K - $833K
|
189K
$10.4M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.7K+ 51.95% |
$741K - $813K
|
48.9K
$2.69M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16KNew |
$708K - $777K
|
16K
$879K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
$671K - $736K
|
15.1K
$834K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
15KNew |
$666K - $731K
|
15K
$827K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 4.07% |
$646K - $708K
|
372K
$20.5M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.5KNew |
$644K - $707K
|
14.5K
$800K
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
14.4K+ 71.05% |
$641K - $703K
|
34.8K
$1.92M
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
14.4K+ 0.93% |
$638K - $700K
|
1.57M
$86.4M
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
14.3K+ 61.02% |
$635K - $696K
|
37.8K
$2.08M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
13KNew |
$577K - $633K
|
13K
$717K
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
12.6K+ 9.0% |
$558K - $612K
|
152K
$8.4M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 17.38% |
$548K - $601K
|
83.4K
$4.6M
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
BUY
|
- |
12.1K+ 0.55% |
$536K - $588K
|
2.2M
$121M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 0.5% |
$517K - $566K
|
2.34M
$129M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.4K+ 2.51% |
$505K - $554K
|
466K
$25.7M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.8K+ 172.49% |
$478K - $524K
|
17K
$938K
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
10.5K+ 2.5% |
$466K - $511K
|
431K
$23.7M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.5K+ 0.89% |
$466K - $511K
|
1.19M
$65.3M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.4KNew |
$461K - $506K
|
10.4K
$573K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2KNew |
$455K - $499K
|
10.2K
$565K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.78K+ 0.52% |
$434K - $476K
|
1.9M
$105M
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
9.51K+ 5.2% |
$422K - $462K
|
192K
$10.6M
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.18K+ 30.15% |
$407K - $447K
|
39.6K
$2.18M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.15KNew |
$406K - $445K
|
9.15K
$504K
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8.73K+ 3.84% |
$387K - $425K
|
236K
$13M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.15K+ 2047.99% |
$361K - $396K
|
8.55K
$471K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.85K+ 9.87% |
$348K - $382K
|
87.3K
$4.81M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.67KNew |
$340K - $373K
|
7.67K
$423K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.43K+ 11.29% |
$330K - $362K
|
73.3K
$4.04M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.09K+ 37.09% |
$314K - $345K
|
26.2K
$1.44M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
6.46K+ 363.63% |
$286K - $314K
|
8.23K
$454K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.33KNew |
$281K - $308K
|
6.33K
$349K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.15KNew |
$273K - $299K
|
6.15K
$339K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.06K+ 2.85% |
$269K - $295K
|
219K
$12M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
6.06KNew |
$269K - $295K
|
6.06K
$334K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.76K+ 97.54% |
$255K - $280K
|
11.7K
$642K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.54KNew |
$246K - $270K
|
5.54K
$305K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.47K+ 52.53% |
$243K - $266K
|
15.9K
$875K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.08KNew |
$225K - $247K
|
5.08K
$280K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
4.97K+ 3.37% |
$221K - $242K
|
153K
$8.41M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.95K+ 13.65% |
$219K - $241K
|
41.2K
$2.27M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.88KNew |
$216K - $237K
|
4.88K
$269K
|