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 703 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,197
shares
|
$694,375
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$691,073
0.0% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,089
shares
|
$688,226
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,072
shares
|
$687,258
0.11% of portfolio
|
Q4 2024
Added 30.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,025
shares
|
$684,583
0.03% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
11,993
shares
|
$682,761
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
11,942
shares
|
$679,858
0.31% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
11,889
shares
|
$676,840
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,834
shares
|
$673,709
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
11,826
shares
|
$673,254
0.16% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
11,816
shares
|
$672,684
0.33% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,787
shares
|
$671,033
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,753
shares
|
$669,098
0.04% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,624
shares
|
$661,754
0.03% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,601
shares
|
$660,444
0.0% of portfolio
|
Q3 2024
Added 157.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
11,600
shares
|
$660,388
0.2% of portfolio
|
Q3 2024
Added 58.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,584
shares
|
$659,477
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,435
shares
|
$650,994
0.29% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,399
shares
|
$648,945
0.22% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
11,248
shares
|
$640,348
0.08% of portfolio
|
Q4 2024
Reduced 40.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,231
shares
|
$639,380
0.03% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$636,989
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
11,082
shares
|
$630,898
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$629,133
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,978
shares
|
$624,977
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|