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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
5,156
shares
|
$284,714
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5,117
shares
|
$282,560
0.05% of portfolio
|
Q1 2024
Added 7.34%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
5,096
shares
|
$281,401
0.19% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
5,082
shares
|
$280,628
0.21% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,020
shares
|
$277,204
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,999
shares
|
$276,044
0.02% of portfolio
|
Q1 2024
Reduced 78.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
4,924
shares
|
$271,903
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,882
shares
|
$269,584
0.01% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,822
shares
|
$266,270
0.22% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
4,797
shares
|
$264,890
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,767
shares
|
$263,233
0.02% of portfolio
|
Q4 2024
Reduced 37.19%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
4,732
shares
|
$261,301
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
4,697
shares
|
$259,368
0.18% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
4,686
shares
|
$258,760
0.04% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,677
shares
|
$258,263
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
4,638
shares
|
$256,110
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,638
shares
|
$256,110
0.02% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
4,611
shares
|
$254,619
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,604
shares
|
$254,232
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,548
shares
|
$251,140
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,521
shares
|
$249,649
0.06% of portfolio
|
Q3 2022
Reduced 6.07%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
4,503
shares
|
$248,655
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,503
shares
|
$248,655
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,483
shares
|
$247,551
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
4,471
shares
|
$246,888
0.0% of portfolio
|
Q1 2024
New holding
|