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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
186,301
shares
|
$10.3 Million
7.85% of portfolio
|
Q4 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
186,099
shares
|
$10.3 Million
3.56% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
185,780
shares
|
$10.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
181,972
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$9.78 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$9.78 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
176,927
shares
|
$9.77 Million
2.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
176,231
shares
|
$9.73 Million
6.82% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
173,061
shares
|
$9.56 Million
0.35% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
169,164
shares
|
$9.34 Million
0.3% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
165,205
shares
|
$9.12 Million
1.97% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
165,201
shares
|
$9.12 Million
3.23% of portfolio
|
Q4 2024
Added 281.21%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
164,497
shares
|
$9.08 Million
3.2% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
163,560
shares
|
$9.03 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
162,868
shares
|
$8.99 Million
2.92% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
159,827
shares
|
$8.83 Million
0.56% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
159,694
shares
|
$8.82 Million
5.34% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
158,034
shares
|
$8.73 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
156,736
shares
|
$8.65 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
156,628
shares
|
$8.65 Million
0.13% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
155,398
shares
|
$8.58 Million
4.44% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
154,758
shares
|
$8.55 Million
2.6% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
154,335
shares
|
$8.52 Million
6.58% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
144,092
shares
|
$7.96 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.23%
|