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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
81,477
shares
|
$4.5 Million
0.71% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
81,224
shares
|
$4.49 Million
1.73% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
80,881
shares
|
$4.47 Million
1.98% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
80,630
shares
|
$4.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
80,423
shares
|
$4.44 Million
2.55% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
80,135
shares
|
$4.43 Million
0.37% of portfolio
|
Q2 2024
Reduced 31.7%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
78,879
shares
|
$4.36 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
77,876
shares
|
$4.3 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
|
$4.26 Million
0.93% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
77,126
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
76,098
shares
|
$4.2 Million
0.15% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
74,746
shares
|
$4.13 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
74,509
shares
|
$4.11 Million
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
74,234
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.09 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.09 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
73,311
shares
|
$4.05 Million
1.44% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
73,240
shares
|
$4.04 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
73,145
shares
|
$4.04 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
73,138
shares
|
$4.04 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
72,510
shares
|
$4 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
66,971
shares
|
$3.7 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
65,647
shares
|
$3.63 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
65,538
shares
|
$3.62 Million
2.75% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
65,497
shares
|
$3.62 Million
1.3% of portfolio
|
Q4 2024
Added 27.08%
|