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 |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,653
shares
|
$207,965
0.04% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,607
shares
|
$205,346
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,595
shares
|
$204,663
0.16% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$200,450
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,296
shares
|
$187,641
0.03% of portfolio
|
Q1 2024
Reduced 34.26%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,271
shares
|
$186,218
0.02% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,246
shares
|
$184,794
0.02% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,176
shares
|
$180,809
0.11% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
3,175
shares
|
$180,752
0.09% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,123
shares
|
$177,792
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,861
shares
|
$162,876
0.03% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,829
shares
|
$161,054
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,824
shares
|
$160,770
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,733
shares
|
$155,589
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,667
shares
|
$151,832
0.02% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$148,871
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$147,505
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,518
shares
|
$143,349
0.03% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,424
shares
|
$137,998
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,352
shares
|
$133,899
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,314
shares
|
$131,736
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,247
shares
|
$127,921
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,238
shares
|
$127,409
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$124,562
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2,054
shares
|
$116,934
0.02% of portfolio
|
Q2 2022
New holding
|