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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
143,178
shares
|
$7.91 Million
5.3% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
142,402
shares
|
$7.86 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
139,330
shares
|
$7.69 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
137,365
shares
|
$7.59 Million
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
135,794
shares
|
$7.5 Million
0.22% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
135,626
shares
|
$7.49 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
134,416
shares
|
$7.42 Million
2.63% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
132,979
shares
|
$7.34 Million
4.64% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
130,011
shares
|
$7.18 Million
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
129,199
shares
|
$7.13 Million
5.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
126,905
shares
|
$7.01 Million
1.81% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
125,934
shares
|
$6.95 Million
3.29% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
124,705
shares
|
$6.89 Million
0.53% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
122,401
shares
|
$6.76 Million
0.06% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
121,760
shares
|
$6.72 Million
3.43% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
121,479
shares
|
$6.71 Million
0.07% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
118,750
shares
|
$6.56 Million
0.39% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
116,172
shares
|
$6.42 Million
1.39% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
113,259
shares
|
$6.25 Million
0.41% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
112,153
shares
|
$6.19 Million
5.22% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
110,900
shares
|
$6.12 Million
0.01% of portfolio
|
Q4 2024
Added 296.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
110,728
shares
|
$6.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
110,706
shares
|
$6.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
110,432
shares
|
$6.1 Million
0.15% of portfolio
|
Q4 2024
Added 382.72%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
107,394
shares
|
$5.93 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.54%
|