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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
250,969
shares
|
$13.9 Million
4.47% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
249,009
shares
|
$13.8 Million
0.86% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
247,683
shares
|
$13.7 Million
5.7% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
247,065
shares
|
$13.6 Million
4.76% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
246,512
shares
|
$13.6 Million
4.12% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
245,189
shares
|
$13.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
244,124
shares
|
$13.5 Million
11.92% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
237,975
shares
|
$13.1 Million
4.71% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
233,060
shares
|
$12.9 Million
2.82% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
231,843
shares
|
$12.8 Million
12.6% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
231,456
shares
|
$12.8 Million
7.63% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
226,953
shares
|
$12.5 Million
0.07% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
225,992
shares
|
$12.5 Million
6.11% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
224,699
shares
|
$12.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 98.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
219,452
shares
|
$12.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
211,620
shares
|
$11.7 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
208,883
shares
|
$11.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
208,336
shares
|
$11.5 Million
11.33% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
201,063
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 31.59%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
197,779
shares
|
$10.9 Million
9.06% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
196,129
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
194,009
shares
|
$10.7 Million
4.04% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
192,073
shares
|
$10.6 Million
4.65% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
191,652
shares
|
$10.6 Million
13.03% of portfolio
|
Q4 2024
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
188,141
shares
|
$10.4 Million
10.94% of portfolio
|
Q4 2024
New holding
|