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 $8.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,321,201
shares
|
$67.7 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,243,768
shares
|
$63.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
1,213,060
shares
|
$62.1 Million
22.39% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,107,372
shares
|
$56.7 Million
4.48% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,007,674
shares
|
$51.6 Million
22.87% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
984,227
shares
|
$50.4 Million
0.02% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
963,598
shares
|
$49.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
880,267
shares
|
$45.1 Million
2.13% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
878,023
shares
|
$45 Million
3.88% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
860,349
shares
|
$44.1 Million
0.07% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
858,363
shares
|
$44 Million
1.31% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
836,549
shares
|
$42.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
825,030
shares
|
$42.3 Million
21.46% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
813,319
shares
|
$41.7 Million
10.18% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
812,839
shares
|
$41.6 Million
0.26% of portfolio
|
Q4 2024
Added 30.23%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
805,074
shares
|
$41.2 Million
6.34% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
803,480
shares
|
$41.2 Million
1.06% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
800,804
shares
|
$41 Million
14.37% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
798,090
shares
|
$40.9 Million
0.38% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
797,666
shares
|
$40.9 Million
1.96% of portfolio
|
Q3 2022
Reduced 7.74%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
792,038
shares
|
$40.6 Million
19.33% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
774,000
shares
|
$39.6 Million
4.18% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
706,144
shares
|
$36.2 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
699,696
shares
|
$35.8 Million
5.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
693,270
shares
|
$35.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.04%
|