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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
7,451
shares
|
$424,185
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
7,448
shares
|
$424,014
0.08% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,397
shares
|
$421,111
0.01% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
7,328
shares
|
$417,183
0.19% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$416,727
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
7,303
shares
|
$415,759
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
7,302
shares
|
$415,702
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
7,295
shares
|
$415,304
0.14% of portfolio
|
Q2 2024
Reduced 19.65%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
7,286
shares
|
$414,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,261
shares
|
$413,368
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
7,215
shares
|
$410,749
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
7,211
shares
|
$410,522
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,211
shares
|
$410,522
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
7,150
shares
|
$407,049
0.41% of portfolio
|
Q4 2022
Reduced 16.37%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,129
shares
|
$405,853
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,090
shares
|
$403,633
0.15% of portfolio
|
Q2 2024
Added 17.33%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
7,050
shares
|
$401,356
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,032
shares
|
$400,331
0.04% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$395,492
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,858
shares
|
$390,425
0.02% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,855
shares
|
$390,255
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,827
shares
|
$388,661
0.14% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
6,767
shares
|
$385,245
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
6,762
shares
|
$384,960
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,748
shares
|
$384,163
0.08% of portfolio
|
Q4 2021
New holding
|