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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,695
shares
|
$590,577
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
10,668
shares
|
$589,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
10,648
shares
|
$587,982
0.08% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
10,500
shares
|
$579,810
0.52% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
10,474
shares
|
$578,374
0.23% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,452
shares
|
$577,159
0.04% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,333
shares
|
$570,588
0.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$569,262
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10,305
shares
|
$569,042
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
10,274
shares
|
$567,330
0.21% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
10,224
shares
|
$564,569
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
10,202
shares
|
$563,354
0.29% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
10,183
shares
|
$562,305
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,134
shares
|
$559,599
0.03% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,123
shares
|
$558,992
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
10,079
shares
|
$556,562
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,077
shares
|
$556,451
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$552,200
0.06% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
9,885
shares
|
$545,849
0.29% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
9,636
shares
|
$532,099
0.13% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,500
shares
|
$524,590
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
9,308
shares
|
$513,987
0.01% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$513,822
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,100
shares
|
$502,502
0.08% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
9,033
shares
|
$498,802
0.14% of portfolio
|
Q4 2023
New holding
|