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 734 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,753
shares
|
$662,986
0.04% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,624
shares
|
$655,709
0.03% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
11,600
shares
|
$654,356
0.2% of portfolio
|
Q3 2024
Added 58.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,584
shares
|
$653,453
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,435
shares
|
$645,048
0.29% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,399
shares
|
$643,017
0.22% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
11,248
shares
|
$634,499
0.08% of portfolio
|
Q4 2024
Reduced 40.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,231
shares
|
$633,540
0.03% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$631,171
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
11,082
shares
|
$625,135
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$623,386
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,978
shares
|
$619,268
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$611,935
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
10,843
shares
|
$611,653
0.41% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
10,760
shares
|
$606,971
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,720
shares
|
$604,715
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
10,714
shares
|
$604,376
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
10,668
shares
|
$601,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
10,648
shares
|
$600,653
0.08% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
10,500
shares
|
$592,305
0.52% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,452
shares
|
$589,597
0.04% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,359
shares
|
$584,351
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,333
shares
|
$582,884
0.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$581,530
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,305
shares
|
$581,305
0.13% of portfolio
|
Q2 2023
New holding
|