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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
665,654
shares
|
$37.9 Million
1.7% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
638,280
shares
|
$36.3 Million
4.57% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
629,323
shares
|
$35.8 Million
0.06% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
624,733
shares
|
$35.6 Million
11.54% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
585,752
shares
|
$33.3 Million
25.93% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
543,199
shares
|
$30.9 Million
0.08% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
537,373
shares
|
$30.6 Million
4.74% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
535,869
shares
|
$30.5 Million
25.82% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
516,845
shares
|
$29.4 Million
9.6% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
505,664
shares
|
$28.8 Million
2.6% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
499,751
shares
|
$28.5 Million
2.46% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
497,924
shares
|
$28.3 Million
18.33% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
490,129
shares
|
$27.9 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
467,533
shares
|
$26.6 Million
1.03% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
466,855
shares
|
$26.6 Million
6.4% of portfolio
|
Q3 2022
Added 3.8%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
466,135
shares
|
$26.5 Million
21.6% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
465,986
shares
|
$26.5 Million
5.37% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
459,653
shares
|
$26.2 Million
7.73% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
456,696
shares
|
$26 Million
0.24% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
448,471
shares
|
$25.5 Million
1.99% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
446,336
shares
|
$25.4 Million
4.35% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
444,733
shares
|
$25.3 Million
14.89% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
443,467
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
442,730
shares
|
$25.2 Million
10.84% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
423,518
shares
|
$24.1 Million
0.11% of portfolio
|
Q3 2024
Added 0.69%
|