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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.6KClosed |
$1.05M - $1.15M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-27.5KClosed |
$1.22M - $1.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 8.22% |
$1.33M - $1.45M
|
334K
$19.2M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-32.6KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-35.5KClosed |
$1.57M - $1.73M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-36.6KClosed |
$1.62M - $1.78M
|
0
$0
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-38.3KClosed |
$1.7M - $1.86M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-38.8K- 1.27% |
$1.72M - $1.89M
|
3.03M
$174M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-44.4KClosed |
$1.97M - $2.16M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-46K- 2.37% |
$2.04M - $2.24M
|
1.89M
$109M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48.1K- 7.82% |
$2.14M - $2.34M
|
567K
$32.6M
|
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-53.8K- 16.56% |
$2.39M - $2.62M
|
271K
$15.6M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-59.7KClosed |
$2.65M - $2.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-65.1KClosed |
$2.89M - $3.16M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-85KClosed |
$3.77M - $4.14M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-86.6KClosed |
$3.84M - $4.21M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-96.1KClosed |
$4.26M - $4.67M
|
0
$0
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-106KClosed |
$4.69M - $5.14M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 0.98% |
$5.12M - $5.62M
|
11.7M
$674M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 60.94% |
$5.18M - $5.68M
|
74.9K
$4.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-125K- 45.52% |
$5.52M - $6.06M
|
149K
$8.58M
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
SELL
|
- |
-168KClosed |
$7.44M - $8.16M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-174KClosed |
$7.72M - $8.47M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-254KClosed |
$11.2M - $12.3M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-297KClosed |
$13.2M - $14.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-299KClosed |
$13.2M - $14.5M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-374KClosed |
$16.6M - $18.2M
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-387K- 21.28% |
$17.2M - $18.8M
|
1.43M
$82.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-741KClosed |
$32.9M - $36M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-8.82MClosed |
$391M - $429M
|
0
$0
|