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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
9,308
shares
|
$529,904
0.01% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$529,733
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,203
shares
|
$523,926
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,100
shares
|
$518,063
0.08% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
9,033
shares
|
$514,248
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$512,597
0.03% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
8,876
shares
|
$505,310
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
8,870
shares
|
$504,969
0.35% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,842
shares
|
$503,375
0.03% of portfolio
|
Q2 2024
Added 44.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
8,819
shares
|
$502,065
0.38% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
8,757
shares
|
$498,536
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
8,672
shares
|
$493,696
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
8,553
shares
|
$486,922
0.22% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,549
shares
|
$486,694
0.11% of portfolio
|
Q2 2023
Reduced 11.23%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
8,527
shares
|
$485,442
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,513
shares
|
$484,645
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,353
shares
|
$475,536
0.22% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,317
shares
|
$473,486
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,288
shares
|
$471,835
0.0% of portfolio
|
Q4 2024
Added 33.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
8,187
shares
|
$466,085
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
8,112
shares
|
$461,816
0.24% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,958
shares
|
$453,048
0.01% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Feb 03, 2025 Q4 2024 |
7,900
shares
|
$449,747
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
7,707
shares
|
$438,759
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,647
shares
|
$435,343
0.01% of portfolio
|
Q2 2021
New holding
|