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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,789
shares
|
$209,228
0.17% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,770
shares
|
$208,179
0.07% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,763
shares
|
$207,792
0.02% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$206,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,739
shares
|
$206,467
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,735
shares
|
$206,246
0.02% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,715
shares
|
$205,142
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,687
shares
|
$203,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,685
shares
|
$203,485
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,653
shares
|
$201,718
0.04% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,609
shares
|
$199,288
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,607
shares
|
$199,178
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,408
shares
|
$188,189
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,296
shares
|
$182,005
0.02% of portfolio
|
Q1 2024
Reduced 34.26%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,271
shares
|
$180,624
0.02% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,246
shares
|
$179,244
0.02% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$175,378
0.11% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
3,175
shares
|
$175,323
0.09% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,123
shares
|
$172,452
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,861
shares
|
$157,984
0.03% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,829
shares
|
$156,217
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,824
shares
|
$155,941
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,733
shares
|
$150,916
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,667
shares
|
$147,271
0.02% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$144,400
0.07% of portfolio
|
Q2 2023
New holding
|