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 |
|---|---|---|---|---|---|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
5,768
shares
|
$318,508
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
5,741
shares
|
$317,018
0.06% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
5,720
shares
|
$315,858
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
5,699
shares
|
$314,698
0.05% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$313,097
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,658
shares
|
$312,434
0.09% of portfolio
|
Q3 2023
Reduced 15.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,640
shares
|
$311,440
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,606
shares
|
$309,563
0.22% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,605
shares
|
$309,508
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
5,541
shares
|
$305,974
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
5,492
shares
|
$303,268
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,487
shares
|
$302,992
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
5,455
shares
|
$301,225
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,454
shares
|
$301,169
0.17% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,310
shares
|
$293,218
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
5,279
shares
|
$291,506
0.15% of portfolio
|
Q4 2024
Reduced 17.62%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
5,279
shares
|
$291,506
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$289,794
0.11% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
5,236
shares
|
$289,131
0.02% of portfolio
|
Q3 2024
Added 891.67%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,229
shares
|
$288,745
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
5,216
shares
|
$288,027
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
5,204
shares
|
$287,364
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
5,188
shares
|
$286,481
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
5,160
shares
|
$284,935
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
5,156
shares
|
$284,714
0.07% of portfolio
|
Q4 2024
Added 0.39%
|