Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.96MNew |
$81.8M - $90M
|
1.96M
$102M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.44M+ 85.6% |
$60.2M - $66.2M
|
3.13M
$163M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
725KNew |
$30.2M - $33.2M
|
725K
$37.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
608K+ 5.44% |
$25.3M - $27.9M
|
11.8M
$614M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
449K+ 26.07% |
$18.7M - $20.6M
|
2.17M
$113M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
350K+ 5.06% |
$14.6M - $16.1M
|
7.27M
$378M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
152K+ 22.64% |
$6.33M - $6.97M
|
824K
$42.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
140KNew |
$5.83M - $6.42M
|
140K
$7.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
90K+ 844.95% |
$3.75M - $4.12M
|
101K
$5.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
85.5K+ 8.24% |
$3.56M - $3.92M
|
1.12M
$58.5M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
63.5K+ 33.35% |
$2.64M - $2.91M
|
254K
$13.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
62.1KNew |
$2.59M - $2.85M
|
62.1K
$3.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52.7K+ 276.82% |
$2.2M - $2.42M
|
71.8K
$3.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.3K+ 31.82% |
$1.93M - $2.12M
|
192K
$9.97M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
45.3KNew |
$1.89M - $2.07M
|
45.3K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
44.9KNew |
$1.87M - $2.06M
|
44.9K
$2.34M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
44.8K+ 5.03% |
$1.87M - $2.05M
|
935K
$48.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.5K+ 66.23% |
$1.73M - $1.9M
|
104K
$5.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
41K+ 3.78% |
$1.71M - $1.88M
|
1.12M
$58.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
33.8K+ 14.38% |
$1.41M - $1.55M
|
269K
$14M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
28.7K+ 262.97% |
$1.2M - $1.32M
|
39.6K
$2.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
26.7KNew |
$1.11M - $1.22M
|
26.7K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.3K+ 4.56% |
$1.1M - $1.21M
|
603K
$31.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
25.2K+ 1.68% |
$1.05M - $1.16M
|
1.53M
$79.4M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25.1KNew |
$1.05M - $1.15M
|
25.1K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$1.04M - $1.14M
|
24.8K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$887K - $975K
|
21.3K
$1.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
19.1KNew |
$794K - $873K
|
19.1K
$992K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
18.3K+ 192.67% |
$764K - $841K
|
27.9K
$1.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
16.3K+ 143.99% |
$678K - $746K
|
27.6K
$1.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.2K+ 33.32% |
$675K - $742K
|
64.8K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.1KNew |
$670K - $737K
|
16.1K
$837K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.8K+ 41.76% |
$660K - $726K
|
53.7K
$2.8M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
15.8K+ 8.73% |
$658K - $724K
|
197K
$10.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.3K+ 3.53% |
$639K - $703K
|
450K
$23.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15.2KNew |
$634K - $697K
|
15.2K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$627K - $690K
|
15.1K
$784K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.6KNew |
$610K - $671K
|
14.6K
$762K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
13.9K+ 17.05% |
$580K - $639K
|
95.7K
$4.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.2KNew |
$548K - $603K
|
13.2K
$685K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 13.63% |
$545K - $600K
|
109K
$5.68M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$509K - $560K
|
12.2K
$636K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 6.41% |
$500K - $550K
|
199K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 20.64% |
$500K - $550K
|
70.1K
$3.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.8KNew |
$491K - $540K
|
11.8K
$614K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 16.81% |
$472K - $520K
|
78.8K
$4.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 7.48% |
$469K - $516K
|
162K
$8.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.9KNew |
$454K - $500K
|
10.9K
$568K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
10.2KNew |
$424K - $467K
|
10.2K
$530K
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
9.4K+ 6.12% |
$392K - $431K
|
163K
$8.48M
|