Institutional Ownership Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT). We have compiled data on the 684 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
64,783
shares
|
$3.72 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
64,226
shares
|
$3.69 Million
2.79% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
62,478
shares
|
$3.59 Million
1.35% of portfolio
|
Q3 2024
Added 23.05%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
62,218
shares
|
$3.57 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
61,265
shares
|
$3.52 Million
2.53% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
61,086
shares
|
$3.51 Million
1.66% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
60,895
shares
|
$3.49 Million
1.69% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
60,632
shares
|
$3.48 Million
0.8% of portfolio
|
Q3 2024
Reduced 89.77%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$3.38 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
58,685
shares
|
$3.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
57,041
shares
|
$3.27 Million
0.81% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
57,010
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
56,288
shares
|
$3.23 Million
1.23% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
56,245
shares
|
$3.23 Million
0.62% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
55,736
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
54,605
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
54,357
shares
|
$3.12 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
50,490
shares
|
$2.9 Million
0.66% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
49,741
shares
|
$2.85 Million
0.38% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
49,236
shares
|
$2.83 Million
1.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
48,681
shares
|
$2.79 Million
0.83% of portfolio
|
Q3 2023
Added 11.32%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
48,053
shares
|
$2.76 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
47,886
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
47,417
shares
|
$2.72 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
47,064
shares
|
$2.7 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.03%
|