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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
36,835
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
36,516
shares
|
$2.02 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
36,421
shares
|
$2.01 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
36,160
shares
|
$2 Million
1.14% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
35,963
shares
|
$1.99 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
35,767
shares
|
$1.98 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
35,699
shares
|
$1.97 Million
1.59% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
35,100
shares
|
$1.94 Million
0.08% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
34,534
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 46.51%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
34,260
shares
|
$1.89 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
34,155
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Added 154.79%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
33,532
shares
|
$1.85 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,343
shares
|
$1.84 Million
0.46% of portfolio
|
Q4 2023
Added 220.39%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
33,300
shares
|
$1.84 Million
0.59% of portfolio
|
Q4 2024
Added 190.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
33,195
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
33,163
shares
|
$1.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
32,593
shares
|
$1.8 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
32,557
shares
|
$1.8 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,280
shares
|
$1.78 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
31,986
shares
|
$1.77 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
31,938
shares
|
$1.76 Million
1.54% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,884
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 540.76%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
31,498
shares
|
$1.74 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,371
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
31,046
shares
|
$1.71 Million
0.75% of portfolio
|
Q4 2024
Added 5.2%
|