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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.75KNew |
$210K - $231K
|
4.75K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.69KNew |
$208K - $228K
|
4.69K
$270K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.6KNew |
$204K - $224K
|
4.6K
$265K
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4.53K+ 2.09% |
$201K - $220K
|
221K
$12.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
4.42K+ 16.54% |
$196K - $215K
|
31.1K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$186K - $204K
|
4.18K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.18K+ 50.59% |
$185K - $203K
|
12.4K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.92K+ 45.49% |
$174K - $191K
|
12.5K
$722K
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
3.89K+ 4.85% |
$173K - $189K
|
84.2K
$4.84M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.84K+ 0.92% |
$170K - $187K
|
420K
$24.2M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.7K+ 9.24% |
$164K - $180K
|
43.7K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.65K+ 4.25% |
$162K - $178K
|
89.6K
$5.16M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.93K+ 6.4% |
$130K - $143K
|
48.8K
$2.81M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.87K+ 0.36% |
$127K - $139K
|
803K
$46.2M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.82K+ 57.58% |
$125K - $137K
|
7.7K
$443K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.58KNew |
$115K - $126K
|
2.58K
$149K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.51K+ 8106.45% |
$111K - $122K
|
2.54K
$146K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.5K+ 13.61% |
$111K - $121K
|
20.8K
$1.2M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.27K+ 4.13% |
$100K - $110K
|
57.1K
$3.29M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.21K+ 1.19% |
$98.1K - $108K
|
189K
$10.9M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.9K+ 9.76% |
$84K - $92.2K
|
21.3K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.78K+ 1.45% |
$79.1K - $86.8K
|
124K
$7.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
1.78K+ 1.29% |
$78.8K - $86.4K
|
140K
$8.03M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.67KNew |
$74.2K - $81.4K
|
1.67K
$96.3K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.63K+ 1.89% |
$72.4K - $79.4K
|
87.9K
$5.06M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55K+ 1355.26% |
$68.5K - $75.1K
|
1.66K
$95.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17KNew |
$51.8K - $56.9K
|
1.17K
$67.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1.13K+ 1.15% |
$50.1K - $55K
|
99K
$5.7M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 17.84% |
$48.5K - $53.2K
|
7.22K
$415K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.08K+ 20.64% |
$47.9K - $52.5K
|
6.31K
$363K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.06K+ 760.43% |
$46.9K - $51.4K
|
1.2K
$68.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.02KNew |
$45.3K - $49.7K
|
1.02K
$58.8K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
975+ 5.46% |
$43.2K - $47.4K
|
18.8K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
943+ 4.69% |
$41.8K - $45.9K
|
21.1K
$1.21M
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
914+ 18.7% |
$40.5K - $44.5K
|
5.8K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
825+ 17.02% |
$36.6K - $40.1K
|
5.67K
$326K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
817+ 5.72% |
$36.2K - $39.7K
|
15.1K
$869K
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
800New |
$35.5K - $38.9K
|
800
$46K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
791+ 1.07% |
$35.1K - $38.5K
|
74.5K
$4.28M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
773+ 0.11% |
$34.3K - $37.6K
|
680K
$39.2M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
728+ 1.98% |
$32.3K - $35.4K
|
37.5K
$2.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
713+ 8.02% |
$31.6K - $34.7K
|
9.6K
$553K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
562+ 3.09% |
$24.9K - $27.3K
|
18.7K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
538+ 2.35% |
$23.9K - $26.2K
|
23.4K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
504+ 19.1% |
$22.4K - $24.5K
|
3.14K
$181K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
490+ 0.51% |
$21.7K - $23.8K
|
95.8K
$5.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
427+ 0.43% |
$18.9K - $20.8K
|
98.7K
$5.68M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
289+ 1.93% |
$12.8K - $14.1K
|
15.3K
$880K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283+ 1.64% |
$12.6K - $13.8K
|
17.5K
$1.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
251+ 1.67% |
$11.1K - $12.2K
|
15.2K
$877K
|