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 684 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
84,282
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
81,224
shares
|
$4.66 Million
1.73% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
80,620
shares
|
$4.63 Million
2.29% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
80,204
shares
|
$4.6 Million
0.7% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
80,135
shares
|
$4.6 Million
0.36% of portfolio
|
Q2 2024
Reduced 31.7%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
78,910
shares
|
$4.53 Million
0.34% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
78,879
shares
|
$4.53 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
78,475
shares
|
$4.5 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
77,876
shares
|
$4.47 Million
2.72% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
77,214
shares
|
$4.43 Million
0.93% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,398
shares
|
$4.27 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.25 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.25 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
74,096
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
73,240
shares
|
$4.2 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
72,510
shares
|
$4.16 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
72,171
shares
|
$4.14 Million
0.15% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
70,918
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
69,992
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Added 115.94%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
69,296
shares
|
$3.98 Million
2.65% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,100
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
66,971
shares
|
$3.84 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
65,647
shares
|
$3.77 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
65,497
shares
|
$3.76 Million
1.3% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
64,850
shares
|
$3.72 Million
1.01% of portfolio
|
Q4 2024
Added 0.1%
|