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 753 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
47,878
shares
|
$2.52 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
47,719
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
47,553
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
47,242
shares
|
$2.49 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
47,064
shares
|
$2.48 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
46,615
shares
|
$2.45 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
46,020
shares
|
$2.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
45,660
shares
|
$2.4 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
45,636
shares
|
$2.4 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,605
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
44,584
shares
|
$2.35 Million
0.27% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
44,254
shares
|
$2.33 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
44,192
shares
|
$2.33 Million
1.17% of portfolio
|
Q4 2024
Added 20.64%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
42,631
shares
|
$2.24 Million
0.26% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
42,419
shares
|
$2.23 Million
0.65% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
41,853
shares
|
$2.2 Million
0.98% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
41,042
shares
|
$2.16 Million
1.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
41,005
shares
|
$2.16 Million
0.54% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
39,300
shares
|
$2.07 Million
0.21% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Mar 06, 2025 Q4 2024 |
38,721
shares
|
$2.04 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
38,558
shares
|
$2.03 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
38,556
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
38,353
shares
|
$2.02 Million
0.19% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
37,875
shares
|
$1.99 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
37,719
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
Added 5.58%
|