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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
11,968
shares
|
$660,872
0.1% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
11,942
shares
|
$659,437
0.31% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
11,889
shares
|
$656,510
0.0% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,834
shares
|
$653,473
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
11,826
shares
|
$653,031
0.16% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,809
shares
|
$652,092
0.31% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,787
shares
|
$650,878
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,786
shares
|
$650,822
0.01% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,753
shares
|
$649,000
0.04% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
11,747
shares
|
$648,669
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,624
shares
|
$641,877
0.03% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
11,600
shares
|
$640,552
0.2% of portfolio
|
Q3 2024
Added 58.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,584
shares
|
$639,668
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,435
shares
|
$631,440
0.29% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,399
shares
|
$629,452
0.22% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
11,248
shares
|
$621,114
0.08% of portfolio
|
Q4 2024
Reduced 40.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,231
shares
|
$620,175
0.03% of portfolio
|
Q4 2024
Reduced 30.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$617,856
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
11,082
shares
|
$611,948
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$610,236
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$599,026
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
10,843
shares
|
$598,750
0.41% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
10,760
shares
|
$594,167
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,720
shares
|
$591,958
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
10,714
shares
|
$591,627
0.04% of portfolio
|
Q2 2021
New holding
|