Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
77.7K+ 71.24% |
$3.46M - $3.84M
|
187K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
72.4K+ 6.45% |
$3.22M - $3.58M
|
1.2M
$68.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
57.5KNew |
$2.56M - $2.84M
|
57.5K
$3.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
56K+ 5.99% |
$2.49M - $2.76M
|
991K
$56.8M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
53.7KNew |
$2.39M - $2.65M
|
53.7K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.3K+ 13.19% |
$2.37M - $2.63M
|
457K
$26.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
52K+ 4.62% |
$2.31M - $2.56M
|
1.18M
$67.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50.9K+ 70.94% |
$2.26M - $2.51M
|
123K
$7.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.8KNew |
$2.12M - $2.36M
|
47.8K
$2.74M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
47K+ 75.62% |
$2.09M - $2.32M
|
109K
$6.25M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45.8KNew |
$2.04M - $2.26M
|
45.8K
$2.63M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
45.7KNew |
$2.03M - $2.26M
|
45.7K
$2.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44.4KNew |
$1.98M - $2.19M
|
44.4K
$2.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
43KNew |
$1.91M - $2.12M
|
43K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
42.6KNew |
$1.9M - $2.1M
|
42.6K
$2.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
42.1K+ 24.92% |
$1.87M - $2.08M
|
211K
$12.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
36.8KNew |
$1.64M - $1.82M
|
36.8K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
34.8KNew |
$1.55M - $1.72M
|
34.8K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
32.6K+ 1.83% |
$1.45M - $1.61M
|
1.81M
$104M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
29.5K+ 0.25% |
$1.31M - $1.46M
|
11.8M
$677M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
28.4K+ 1.86% |
$1.26M - $1.4M
|
1.55M
$89M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.2M - $1.34M
|
27.1K
$1.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
23.4KNew |
$1.04M - $1.16M
|
23.4K
$1.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
20.3KNew |
$904K - $1M
|
20.3K
$1.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20.2K+ 31.24% |
$901K - $999K
|
85K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
19.1KNew |
$850K - $943K
|
19.1K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.5KNew |
$824K - $914K
|
18.5K
$1.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
18.5K+ 8.56% |
$822K - $912K
|
234K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.5K+ 3.06% |
$821K - $912K
|
622K
$35.6M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18.3KNew |
$816K - $905K
|
18.3K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.7KNew |
$788K - $875K
|
17.7K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$787K - $874K
|
17.7K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
17.1KNew |
$763K - $846K
|
17.1K
$982K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 38.48% |
$727K - $807K
|
58.8K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
16K+ 32.09% |
$712K - $790K
|
65.9K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 5.47% |
$690K - $765K
|
299K
$17.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.4K+ 2.12% |
$684K - $759K
|
741K
$42.4M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.3KNew |
$681K - $755K
|
15.3K
$877K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
14.8K+ 32.87% |
$657K - $729K
|
59.7K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$633K - $702K
|
14.2K
$815K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.8KNew |
$612K - $679K
|
13.8K
$788K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.6K+ 23.7% |
$606K - $672K
|
71.1K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 6.62% |
$587K - $651K
|
213K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12.9KNew |
$575K - $638K
|
12.9K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.3KNew |
$547K - $608K
|
12.3K
$705K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.8KNew |
$525K - $583K
|
11.8K
$676K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$524K - $582K
|
11.8K
$675K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
10.9KNew |
$483K - $536K
|
10.9K
$622K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 15.45% |
$482K - $535K
|
80.9K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
10.3K+ 6.38% |
$459K - $509K
|
172K
$9.85M
|