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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,452
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2023
Added 76.36%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
28,321
shares
|
$1.63 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
28,257
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
28,254
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
28,159
shares
|
$1.62 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,000
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 428.3%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
27,910
shares
|
$1.6 Million
0.22% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,500
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
27,472
shares
|
$1.58 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
27,411
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
26,713
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
26,333
shares
|
$1.51 Million
1.38% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
26,169
shares
|
$1.5 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
25,952
shares
|
$1.49 Million
0.54% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
25,788
shares
|
$1.48 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,725
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 121.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,710
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,998
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,844
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2022
Added 75.91%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
24,365
shares
|
$1.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
23,571
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
23,334
shares
|
$1.34 Million
0.85% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,169
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
22,877
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
22,533
shares
|
$1.29 Million
0.84% of portfolio
|
Q4 2024
Added 0.24%
|