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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,457
shares
|
$246,115
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
4,453
shares
|
$245,894
0.01% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
4,358
shares
|
$240,648
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,234
shares
|
$233,801
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
4,224
shares
|
$233,249
0.11% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
4,204
shares
|
$232,144
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
4,150
shares
|
$229,163
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
4,147
shares
|
$228,997
0.05% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
4,124
shares
|
$227,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
4,113
shares
|
$227,119
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,090
shares
|
$225,849
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
4,050
shares
|
$223,641
0.94% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jan 23, 2025 Q4 2024 |
4,025
shares
|
$222,260
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$220,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,992
shares
|
$220,438
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,988
shares
|
$220,217
0.03% of portfolio
|
Q4 2024
Added 211.81%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,983
shares
|
$219,941
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,974
shares
|
$219,444
0.07% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,959
shares
|
$218,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
3,956
shares
|
$218,450
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,893
shares
|
$214,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
3,872
shares
|
$213,811
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
3,868
shares
|
$213,590
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
3,858
shares
|
$213,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
3,849
shares
|
$212,541
0.19% of portfolio
|
Q4 2024
New holding
|