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 748 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14,071,843
shares
|
$777 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,437,755
shares
|
$687 Million
7.18% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
8,944,962
shares
|
$494 Million
9.85% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
7,196,286
shares
|
$397 Million
22.29% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,132,422
shares
|
$283 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,820,280
shares
|
$266 Million
4.9% of portfolio
|
Q4 2024
Added 34.42%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,016,863
shares
|
$222 Million
5.26% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
2,954,177
shares
|
$163 Million
20.9% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,762,162
shares
|
$153 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,348,959
shares
|
$130 Million
0.28% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,284,569
shares
|
$126 Million
10.17% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,231,308
shares
|
$123 Million
1.06% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$115 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,042,795
shares
|
$113 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,952,837
shares
|
$108 Million
11.51% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,942,931
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,807,844
shares
|
$99.8 Million
20.49% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
1,726,366
shares
|
$95.3 Million
11.71% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,677,344
shares
|
$92.6 Million
3.67% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,609,388
shares
|
$88.9 Million
3.7% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$86.8 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,506,346
shares
|
$83.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
1,470,317
shares
|
$81.2 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$75.3 Million
3.73% of portfolio
|
Q3 2022
Reduced 10.4%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,322,095
shares
|
$73 Million
10.99% of portfolio
|
Q4 2024
Added 11.13%
|