Purchases and Sales Made in Q3 2021 in Dimensional ETF Tr U S Target (DFAT)

DFAT Quotes by TradingView

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
Nov 03, 2021 Q3 2021
Sloy Dahl & Holst, LLC

BUY
 -
9.29K
New
$387K - $426K
9.29K $488K
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
9.18K
New
$382K - $421K
9.18K $482K
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

BUY
 -
9.15K
+ 13.62%
$381K - $420K
76.4K $4.01M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
8.79K
New
$366K - $403K
8.79K $462K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
8.79K
New
$366K - $403K
8.79K $462K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
8.49K
+ 4.1%
$353K - $389K
216K $11.3M
Oct 22, 2021 Q3 2021
Exeter Financial, LLC

BUY
 -
8.15K
New
$339K - $373K
8.15K $428K
Nov 09, 2021 Q3 2021
Dubuque Bank & Trust CO

BUY
 -
8.1K
New
$337K - $371K
8.1K $426K
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
7.95K
+ 11.86%
$331K - $365K
75K $3.94M
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

BUY
 -
7.73K
+ 4.79%
$322K - $354K
169K $8.88M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
7.55K
+ 203.61%
$315K - $346K
11.3K $592K
Nov 15, 2021 Q3 2021
Lbmc Investment Advisors, LLC

BUY
 -
7.23K
+ 156.24%
$301K - $331K
11.9K $623K
Oct 06, 2021 Q3 2021
Hemington Wealth Management

BUY
 -
7.04K
New
$293K - $323K
7.04K $370K
Oct 13, 2021 Q3 2021
Surevest, LLC

Los Angeles, CA
BUY
 -
6.95K
New
$289K - $318K
6.95K $365K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
6.29K
New
$262K - $288K
6.29K $331K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.16K
+ 229.41%
$257K - $282K
8.85K $465K
Oct 20, 2021 Q3 2021
Ellenbecker Investment Group

BUY
 -
6.03K
New
$251K - $277K
6.03K $317K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.87K
+ 2.12%
$245K - $269K
283K $14.9M
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
5.59K
+ 0.47%
$233K - $256K
1.19M $62.4M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

BUY
 -
5.3K
New
$221K - $243K
5.3K $279K
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
4.94K
New
$206K - $226K
4.94K $260K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.71K
+ 18.09%
$196K - $216K
30.7K $1.62M
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
4.66K
New
$194K - $214K
4.66K $245K
Nov 09, 2021 Q3 2021
Watchman Group, Inc.

Plano, TX
BUY
 -
4.38K
New
$182K - $201K
4.38K $230K
Oct 21, 2021 Q3 2021
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
4.32K
+ 5.83%
$180K - $198K
78.5K $4.12M
Nov 02, 2021 Q3 2021
Clifford Swan Investment Counsel LLC

BUY
 -
4.2K
New
$175K - $193K
4.2K $221K
Nov 15, 2021 Q3 2021
Angeles Investment Advisors, LLC

BUY
 -
4.18K
New
$174K - $192K
4.18K $220K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.83K
+ 16.76%
$160K - $176K
26.7K $1.4M
Oct 13, 2021 Q3 2021
Soundmark Wealth Management, LLC

BUY
 -
3.62K
+ 2.74%
$151K - $166K
136K $7.14M
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
3.51K
New
$146K - $161K
3.51K $185K
Nov 09, 2021 Q3 2021
Annapolis Financial Services, LLC

BUY
 -
3.46K
+ 5.39%
$144K - $159K
67.7K $3.56M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.43K
+ 147.19%
$143K - $157K
5.77K $303K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
3.35K
New
$140K - $154K
3.35K $176K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.29K
New
$137K - $151K
3.29K $173K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
3.23K
+ 71.69%
$135K - $148K
7.75K $407K
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.89K
+ 36.48%
$120K - $132K
10.8K $568K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
2.79K
+ 47.92%
$116K - $128K
8.6K $452K
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
2.55K
+ 21.96%
$106K - $117K
14.2K $746K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
2.3K
New
$95.7K - $105K
2.3K $121K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

BUY
 -
2.03K
+ 21.8%
$84.7K - $93.2K
11.4K $597K
Nov 15, 2021 Q3 2021
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.88K
+ 2.01%
$78.2K - $86K
95.1K $5M
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

BUY
 -
1.74K
+ 1.84%
$72.6K - $79.9K
96.6K $5.08M
Nov 15, 2021 Q3 2021
Plancorp, LLC

BUY
 -
1.73K
+ 0.1%
$72.2K - $79.5K
1.78M $93.5M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
1.28K
+ 11.64%
$53.3K - $58.7K
12.3K $645K
Nov 12, 2021 Q3 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.24K
New
$51.6K - $56.7K
1.24K $65.1K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
1.23K
+ 3.24%
$51.3K - $56.4K
39.2K $2.06M
Nov 12, 2021 Q3 2021
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
939
New
$39.1K - $43K
939 $49.4K
Oct 18, 2023 Q3 2021
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
935
+ 1.16%
$39K - $42.9K
81.3K $4.27M
Oct 22, 2021 Q3 2021
Steph & CO

BUY
 -
887
New
$37K - $40.7K
887 $46.6K

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