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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,384
shares
|
$794,284
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
14,341
shares
|
$791,910
0.38% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
14,186
shares
|
$783,350
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,141
shares
|
$780,866
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
14,071
shares
|
$777,000
0.43% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
13,989
shares
|
$772,472
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,940
shares
|
$769,766
0.31% of portfolio
|
Q1 2024
Reduced 3.82%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
13,652
shares
|
$753,863
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
13,393
shares
|
$739,561
0.32% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
13,271
shares
|
$732,824
0.43% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,267
shares
|
$732,603
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
13,215
shares
|
$729,732
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
12,802
shares
|
$706,926
0.33% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,739
shares
|
$703,447
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12,285
shares
|
$678,377
0.09% of portfolio
|
Q4 2024
Added 38.44%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
12,276
shares
|
$677,880
0.09% of portfolio
|
Q4 2024
Added 178.37%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
12,271
shares
|
$677,604
0.04% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
12,271
shares
|
$677,604
0.47% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
12,251
shares
|
$676,500
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,197
shares
|
$673,518
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
12,139
shares
|
$670,315
0.0% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,089
shares
|
$667,554
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,072
shares
|
$666,615
0.11% of portfolio
|
Q4 2024
Added 30.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,025
shares
|
$664,020
0.03% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
11,993
shares
|
$662,253
0.02% of portfolio
|
Q2 2024
New holding
|