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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,101
shares
|
$60,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,036
shares
|
$57,207
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
976
shares
|
$53,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
942
shares
|
$52,017
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
939
shares
|
$51,851
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
832
shares
|
$45,943
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
800
shares
|
$44,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
749
shares
|
$41,359
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
729
shares
|
$40,255
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
715
shares
|
$39,482
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
712
shares
|
$39,316
0.01% of portfolio
|
Q2 2024
Added 134.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
711
shares
|
$39,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
711
shares
|
$39,261
0.02% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
644
shares
|
$35,561
0.07% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$33,352
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
575
shares
|
$31,751
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
574
shares
|
$31,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$31,696
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$31,585
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
570
shares
|
$31,475
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
546
shares
|
$30,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
543
shares
|
$29,984
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
519
shares
|
$28,659
0.02% of portfolio
|
Q4 2024
Added 151.94%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
512
shares
|
$28,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
508
shares
|
$28,051
0.03% of portfolio
|
Q4 2023
New holding
|