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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
4,224
shares
|
$240,472
0.11% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
4,204
shares
|
$239,333
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
4,150
shares
|
$236,259
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
4,147
shares
|
$236,088
0.05% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,124
shares
|
$234,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,113
shares
|
$234,153
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,090
shares
|
$232,843
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$232,217
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
4,050
shares
|
$230,566
0.94% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
4,025
shares
|
$229,143
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,983
shares
|
$226,752
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,974
shares
|
$226,239
0.07% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,959
shares
|
$225,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,956
shares
|
$225,215
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,944
shares
|
$224,531
0.15% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
3,872
shares
|
$220,432
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
3,868
shares
|
$220,205
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
3,849
shares
|
$219,123
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,808
shares
|
$216,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,770
shares
|
$214,626
0.07% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,763
shares
|
$214,227
0.02% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$213,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,735
shares
|
$212,633
0.02% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,726
shares
|
$212,121
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,685
shares
|
$209,787
0.04% of portfolio
|
Q4 2024
Added 0.14%
|