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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-980- 1.76% |
$43.6K - $48.4K
|
54.6K
$3.14M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.08K- 15.88% |
$47.8K - $53.1K
|
5.69K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.09K- 61.53% |
$48.7K - $54K
|
684
$39.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.26K- 36.01% |
$56K - $62.1K
|
2.24K
$129K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.28K- 20.31% |
$56.8K - $63K
|
5.01K
$289K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 16.04% |
$57.1K - $63.3K
|
6.71K
$387K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 7.44% |
$64.9K - $72.1K
|
18.2K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.48K- 14.68% |
$66K - $73.3K
|
8.62K
$496K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.58K- 1.1% |
$70.1K - $77.7K
|
142K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.63K- 10.79% |
$72.4K - $80.4K
|
13.5K
$775K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-1.81K- 0.24% |
$80.5K - $89.3K
|
744K
$42.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.89KClosed |
$84.2K - $93.4K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.99K- 0.66% |
$88.4K - $98.1K
|
297K
$17.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.05K- 45.86% |
$91.3K - $101K
|
2.42K
$139K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.15K- 5.54% |
$95.5K - $106K
|
36.6K
$2.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.44KClosed |
$153K - $170K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.52K- 32.51% |
$156K - $174K
|
7.3K
$420K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.6K- 45.9% |
$160K - $178K
|
4.25K
$244K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.72K- 0.8% |
$165K - $183K
|
460K
$26.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 18.57% |
$176K - $195K
|
17.3K
$998K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.98KClosed |
$177K - $197K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.99K- 36.11% |
$177K - $197K
|
7.06K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.13K- 4.59% |
$184K - $204K
|
86K
$4.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.2KClosed |
$187K - $208K
|
0
$0
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-4.87K- 2.31% |
$217K - $240K
|
206K
$11.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.3KClosed |
$236K - $262K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-5.39K- 37.52% |
$240K - $266K
|
8.98K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.51K- 11.62% |
$245K - $272K
|
41.9K
$2.41M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.54K- 4.58% |
$291K - $323K
|
136K
$7.84M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-7.04KClosed |
$313K - $348K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.16K- 1.04% |
$319K - $354K
|
680K
$39.1M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.19K- 60.61% |
$320K - $355K
|
4.67K
$269K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.54K- 0.97% |
$335K - $372K
|
770K
$44.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.68K- 9.75% |
$342K - $379K
|
71.1K
$4.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.1KClosed |
$360K - $400K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.79KClosed |
$391K - $434K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 24.44% |
$438K - $486K
|
30.5K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-11.6K- 5.84% |
$514K - $571K
|
187K
$10.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.8KClosed |
$524K - $582K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-12.9K- 46.23% |
$573K - $636K
|
15K
$863K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13.1K- 28.71% |
$584K - $648K
|
32.6K
$1.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-13.2K- 2.04% |
$588K - $652K
|
635K
$36.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.1K- 35.61% |
$628K - $697K
|
25.5K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15.5K- 2.32% |
$689K - $764K
|
653K
$37.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-24.1K- 6.01% |
$1.07M - $1.19M
|
376K
$21.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-24.6K- 1.25% |
$1.1M - $1.22M
|
1.94M
$112M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-36.2K- 3.05% |
$1.61M - $1.79M
|
1.15M
$66.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-45.3KClosed |
$2.01M - $2.23M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-48.2K- 35.48% |
$2.14M - $2.38M
|
87.6K
$5.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-51.6K- 3.97% |
$2.3M - $2.55M
|
1.25M
$71.9M
|