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 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.2KClosed |
$186K - $204K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-4.25KClosed |
$188K - $207K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.26KClosed |
$189K - $207K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 9.11% |
$193K - $212K
|
43.4K
$2.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.42KClosed |
$196K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.47K- 37.91% |
$198K - $218K
|
7.33K
$422K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$199K - $218K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.52KClosed |
$201K - $220K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.8KClosed |
$213K - $234K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5KClosed |
$222K - $243K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.15KClosed |
$229K - $251K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.5K- 4.04% |
$244K - $268K
|
131K
$7.52M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.68K- 38.34% |
$252K - $276K
|
9.13K
$525K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-5.89KClosed |
$261K - $287K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.15K- 20.36% |
$273K - $299K
|
24.1K
$1.39M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.64KClosed |
$294K - $323K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.66K- 1.99% |
$295K - $324K
|
327K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.89K- 22.29% |
$305K - $335K
|
24K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-6.95KClosed |
$308K - $338K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-7.04K- 7.46% |
$312K - $342K
|
87.2K
$5.02M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.15KClosed |
$317K - $348K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.3KClosed |
$324K - $355K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-7.35K- 3.64% |
$326K - $358K
|
195K
$11.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-7.63KClosed |
$338K - $371K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-8.15K- 95.34% |
$361K - $396K
|
398
$22.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-8.17KClosed |
$362K - $397K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-8.22KClosed |
$365K - $400K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.51KClosed |
$377K - $414K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.82K- 5.96% |
$391K - $429K
|
139K
$8.01M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.9K- 0.77% |
$395K - $433K
|
1.14M
$65.7M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-9.35K- 0.52% |
$414K - $455K
|
1.8M
$104M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.78K- 0.83% |
$434K - $476K
|
1.17M
$67.6M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-10KClosed |
$445K - $488K
|
0
$0
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-10.2KClosed |
$452K - $495K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-10.5K- 1.41% |
$467K - $512K
|
734K
$42.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-10.7K- 43.16% |
$476K - $522K
|
14.1K
$813K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-10.9KClosed |
$482K - $529K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.3KClosed |
$545K - $597K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.3KClosed |
$546K - $599K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12.5K- 1.92% |
$555K - $609K
|
641K
$36.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-13.3K- 2.09% |
$589K - $646K
|
621K
$35.8M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13.5KClosed |
$597K - $655K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$601K - $659K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7KClosed |
$609K - $668K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.3K- 3.81% |
$636K - $698K
|
362K
$20.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-15.6KClosed |
$690K - $756K
|
0
$0
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-17.6K- 14.72% |
$781K - $856K
|
102K
$5.87M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-18K- 1.44% |
$796K - $873K
|
1.23M
$70.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-19.8K- 2.2% |
$878K - $963K
|
879K
$50.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-21.7KClosed |
$963K - $1.06M
|
0
$0
|