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
Jan 21, 2022 Q4 2021	Gemmer Asset Management LLC	BUY	-	2.2K + 501.14%	$97.9K - $109K	2.64K $152K
Feb 03, 2022 Q4 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	2.08K + 7.78%	$92.3K - $102K	28.8K $1.66M
Feb 14, 2022 Q4 2021	Parkside Financial Bank & Trust	BUY	-	2.07K + 21.07%	$91.9K - $102K	11.9K $683K
Feb 14, 2022 Q4 2021	Eaton Vance Management Boston, MA	BUY	-	1.97K + 0.52%	$87.6K - $97.2K	379K $21.8M
Jan 14, 2022 Q4 2021	Five Oceans Advisors	BUY	-	1.79K + 19.47%	$79.5K - $88.2K	11K $631K
Jan 31, 2022 Q4 2021	Gradient Capital Advisors, LLC	BUY	-	1.64K + 1.69%	$72.8K - $80.8K	98.3K $5.66M
Feb 14, 2022 Q4 2021	Morgan Stanley New York, NY	BUY	-	1.63K + 18.56%	$72.5K - $80.5K	10.4K $600K
Jan 31, 2022 Q4 2021	Addison Advisors LLC	BUY	-	1.52K + 588.37%	$67.5K - $74.9K	1.78K $102K
Feb 23, 2022 Q4 2021	Cornerstone Advisory, LLC	BUY	-	1.42K New	$63.3K - $70.2K	1.42K $81.9K
Feb 11, 2022 Q4 2021	Us Bancorp \De\	BUY	-	1.4K + 4.02%	$62.3K - $69.2K	36.2K $2.09M
Feb 14, 2022 Q4 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	1.34K + 10.37%	$59.6K - $66.2K	14.3K $822K
Feb 03, 2022 Q4 2021	Northwestern Mutual Wealth Management CO	BUY	-	1.25K + 7.8%	$55.4K - $61.5K	17.2K $991K
Feb 01, 2022 Q4 2021	Atlas Capital Advisors LLC San Francisco, CA	BUY	-	1.23K + 21.33%	$54.7K - $60.7K	7K $403K
Jan 28, 2022 Q4 2021	Bellwether Advisors, LLC	BUY	-	1.21K New	$53.6K - $59.5K	1.21K $69.4K
Feb 09, 2022 Q4 2021	Orion Portfolio Solutions, LLC	BUY	-	1.13K + 2.1%	$50.2K - $55.7K	54.9K $3.16M
Jan 14, 2022 Q4 2021	Garrett Investment Advisors LLC	BUY	-	1.12K + 17.16%	$49.8K - $55.3K	7.65K $440K
Feb 08, 2022 Q4 2021	Advisory Services & Investments, LLC	BUY	-	1.07K + 5.64%	$47.8K - $53K	20.1K $1.16M
Feb 14, 2022 Q4 2021	Blair William & CO Chicago, IL	BUY	-	940 + 7.46%	$41.8K - $46.4K	13.5K $780K
Jan 31, 2022 Q4 2021	D.A. Davidson & Co.	BUY	-	866 + 2.21%	$38.5K - $42.7K	40K $2.3M
Feb 11, 2022 Q4 2021	Sensible Financial Planning & Management, Llc.	BUY	-	844 + 0.76%	$37.5K - $41.7K	113K $6.48M
Feb 11, 2022 Q4 2021	Bank Of New York Mellon Corp New York, NY	BUY	-	764 + 9.86%	$34K - $37.7K	8.51K $490K
Jan 21, 2022 Q4 2021	Mascoma Wealth Management LLC	BUY	-	675 New	$30K - $33.3K	675 $38.9K
Jan 31, 2022 Q4 2021	Cwm, LLC	BUY	-	625 + 8.29%	$27.8K - $30.9K	8.17K $470K
Feb 14, 2022 Q4 2021	Mutual Advisors, LLC Casper, WY	BUY	-	530 + 2.38%	$23.6K - $26.2K	22.8K $1.31M
Feb 11, 2022 Q4 2021	Signet Financial Management, LLC Parsippany, NJ	BUY	-	412 + 5.1%	$18.3K - $20.3K	8.5K $489K
Feb 23, 2022 Q4 2021	Simplex Trading, LLC	BUY	-	401 New	$17.8K - $19.8K	401 $23.1K
Feb 11, 2022 Q4 2021	Sandy Spring Bank	BUY	-	389 + 0.41%	$17.3K - $19.2K	96.1K $5.53M
Feb 10, 2022 Q4 2021	3 D/L Capital Management, LLC	BUY	-	316 + 0.45%	$14.1K - $15.6K	70.3K $4.04M
Feb 11, 2022 Q4 2021	Ford Financial Group, LLC	BUY	-	315 New	$14K - $15.5K	315 $18.1K
Jan 24, 2022 Q4 2021	Avantax Advisory Services, Inc.	BUY	-	285 + 3.31%	$12.7K - $14.1K	8.89K $512K
Feb 14, 2022 Q4 2021	Cranbrook Wealth Management, LLC	BUY	-	283 New	$12.6K - $14K	283 $16.3K
Feb 14, 2022 Q4 2021	Jentner Corp	BUY	-	247 + 0.38%	$11K - $12.2K	65.1K $3.75M
Feb 16, 2022 Q4 2021	Evensky & Katz LLC	BUY	-	235 + 0.29%	$10.5K - $11.6K	80K $4.6M
Feb 11, 2022 Q4 2021	Bank Of Montreal Toronto, A6	BUY	-	221 + 0.68%	$9.83K - $10.9K	32.8K $1.89M
Feb 11, 2022 Q4 2021	Pensionmark Financial Group, LLC Santa Barbara, CA	BUY	-	188 + 4.04%	$8.36K - $9.28K	4.85K $279K
Feb 03, 2022 Q4 2021	Brighton Jones LLC	BUY	-	180 + 1.27%	$8.01K - $8.88K	14.4K $827K
Feb 11, 2022 Q4 2021	Annandale Capital, LLC Dallas, TX	BUY	-	172 + 2.79%	$7.65K - $8.49K	6.35K $365K
Feb 07, 2022 Q4 2021	Arete Wealth Advisors, LLC Chicago, IL	BUY	-	159 + 0.55%	$7.07K - $7.85K	29.2K $1.68M
Feb 09, 2022 Q4 2021	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	152 + 0.49%	$6.76K - $7.5K	30.9K $1.78M
Jan 19, 2022 Q4 2021	Pinnacle Bancorp, Inc.	BUY	-	103 + 0.68%	$4.58K - $5.08K	15.3K $882K
May 11, 2023 Q4 2021	Tucker Asset Management LLC Littleton, CO	BUY	-	77 New	$3.42K - $3.8K	77 $4.43K
Feb 14, 2022 Q4 2021	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	70 + 0.68%	$3.11K - $3.46K	10.3K $595K
Jan 27, 2022 Q4 2021	Kavar Capital Partners Group, LLC Leawood, KS	BUY	-	68 + 0.68%	$3.02K - $3.36K	10K $578K
Feb 08, 2022 Q4 2021	Staley Capital Advisers Inc	BUY	-	57 + 0.68%	$2.54K - $2.81K	8.5K $489K
Jan 25, 2022 Q4 2021	Exeter Financial, LLC	BUY	-	55 + 0.68%	$2.45K - $2.71K	8.2K $472K
Jan 28, 2022 Q4 2021	Bay Colony Advisory Group, Inc D	BUY	-	51 + 0.79%	$2.27K - $2.52K	6.53K $376K
Feb 02, 2022 Q4 2021	Sigma Planning Corp Ann Arbor, MI	BUY	-	51 + 0.69%	$2.27K - $2.52K	7.47K $430K
Feb 04, 2022 Q4 2021	Frontier Wealth Management LLC Kansas City, MO	BUY	-	44 + 0.67%	$1.96K - $2.17K	6.59K $379K
Jan 04, 2022 Q4 2021	Ellenbecker Investment Group	BUY	-	39 + 0.65%	$1.73K - $1.93K	6.07K $350K
Jan 26, 2022 Q4 2021	Lincoln National Corp	BUY	-	39 + 0.7%	$1.73K - $1.93K	5.62K $324K

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Account

Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr U S Target (DFAT)

2.2K

2.08K

2.07K

1.97K

1.79K

1.64K

1.63K

1.52K

1.42K

1.4K

1.34K

1.25K

1.23K

1.21K

1.13K

1.12K

1.07K

940

866

844

764

675

625

530

412

401

389

316

315

285

283

247

235

221

188

180

172

159

152

103

77

70

68

57

55

51

51

44

39

39

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