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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$143,075
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,518
shares
|
$139,043
0.03% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,369
shares
|
$130,816
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,352
shares
|
$129,877
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,319
shares
|
$128,055
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,314
shares
|
$127,779
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,247
shares
|
$124,079
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,238
shares
|
$123,582
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$120,821
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
2,054
shares
|
$113,421
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$107,402
0.3% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$106,464
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,855
shares
|
$102,433
0.14% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,782
shares
|
$98,402
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$95,530
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,660
shares
|
$91,665
0.0% of portfolio
|
Q4 2024
Added 95.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,544
shares
|
$85,259
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
1,512
shares
|
$83,492
0.02% of portfolio
|
Q4 2023
Added 281.82%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,495
shares
|
$82,553
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,442
shares
|
$79,627
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,328
shares
|
$73,332
0.0% of portfolio
|
Q4 2024
Reduced 89.51%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,233
shares
|
$68,086
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,206
shares
|
$66,595
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,180
shares
|
$65,159
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,107
shares
|
$61,128
0.01% of portfolio
|
Q3 2024
Reduced 35.68%
|