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 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
221+ 3.48% |
$9.8K - $10.7K
|
6.57K
$378K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
219+ 0.25% |
$9.71K - $10.7K
|
87.8K
$5.05M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
192+ 2.37% |
$8.52K - $9.34K
|
8.31K
$478K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
175+ 0.3% |
$7.76K - $8.51K
|
57.7K
$3.32M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
170+ 2.0% |
$7.54K - $8.27K
|
8.67K
$499K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
150+ 0.13% |
$6.65K - $7.3K
|
113K
$6.49M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139New |
$6.16K - $6.76K
|
139
$8K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 11.73% |
$5.85K - $6.42K
|
1.26K
$72.3K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
126+ 0.08% |
$5.59K - $6.13K
|
153K
$8.81M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
77New |
$3.41K - $3.75K
|
77
$4.43K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 0.99% |
$2.66K - $2.92K
|
6.13K
$352K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
58+ 0.89% |
$2.57K - $2.82K
|
6.58K
$379K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
49+ 0.14% |
$2.17K - $2.38K
|
34.8K
$2.01M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
45+ 0.15% |
$2K - $2.19K
|
29.3K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
33+ 0.19% |
$1.46K - $1.61K
|
17.7K
$1.02M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
29+ 0.19% |
$1.29K - $1.41K
|
15.3K
$882K
|
|
|
May 05, 2022
Q1 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
23+ 0.14% |
$1.02K - $1.12K
|
16.5K
$947K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.19% |
$887 - $973
|
10.4K
$596K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20New |
$887 - $973
|
20
$1.15K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18+ 0.18% |
$798 - $876
|
10.1K
$579K
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 0.19% |
$754 - $827
|
9K
$518K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
17+ 0.14% |
$754 - $827
|
11.8K
$681K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
16+ 0.19% |
$710 - $778
|
8.51K
$490K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
15+ 0.18% |
$665 - $730
|
8.22K
$473K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13+ 0.17% |
$577 - $632
|
7.48K
$431K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
13+ 0.2% |
$577 - $632
|
6.6K
$380K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
12+ 0.08% |
$532 - $584
|
15.3K
$882K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.2% |
$488 - $535
|
5.63K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$444 - $486
|
10
$576
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
10+ 0.16% |
$444 - $486
|
6.08K
$350K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$355 - $389
|
4.68K
$269K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 0.2% |
$310 - $340
|
3.59K
$207K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$266 - $292
|
4.9K
$282K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.16% |
$266 - $292
|
3.85K
$221K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
6+ 0.05% |
$266 - $292
|
11K
$631K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$222 - $243
|
2.95K
$170K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$222 - $243
|
2.3K
$132K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
4New |
$177 - $195
|
4
$230
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.02% |
$88.7 - $97.3
|
10.6K
$610K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$44.4 - $48.6
|
9.16K
$527K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$44.4 - $48.6
|
921
$53K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.18% |
$44.4 - $48.6
|
568
$32.7K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.5% |
$88.7 - $97.3
|
400
$23K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-5Closed |
$222 - $243
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-22- 0.03% |
$976 - $1.07K
|
67K
$3.86M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-31- 0.6% |
$1.37K - $1.51K
|
5.15K
$296K
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-34- 0.6% |
$1.51K - $1.65K
|
5.61K
$323K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-63- 0.94% |
$2.79K - $3.06K
|
6.65K
$383K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-70- 0.14% |
$3.1K - $3.4K
|
49K
$2.82M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-91- 1.35% |
$4.04K - $4.43K
|
6.66K
$383K
|