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 |
|---|---|---|---|---|---|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
106,943
shares
|
$5.91 Million
3.35% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
104,773
shares
|
$5.79 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
102,762
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Added 38.69%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
102,385
shares
|
$5.65 Million
2.43% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
102,142
shares
|
$5.64 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
99,844
shares
|
$5.51 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
99,377
shares
|
$5.49 Million
5.54% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$5.48 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
98,714
shares
|
$5.45 Million
3.82% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
98,278
shares
|
$5.43 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
98,106
shares
|
$5.42 Million
2.6% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
97,848
shares
|
$5.4 Million
0.03% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
97,434
shares
|
$5.38 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
96,591
shares
|
$5.33 Million
4.73% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
95,134
shares
|
$5.25 Million
0.84% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
95,019
shares
|
$5.25 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
94,731
shares
|
$5.23 Million
1.61% of portfolio
|
Q4 2024
Added 55.77%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
93,812
shares
|
$5.18 Million
2.62% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
92,724
shares
|
$5.12 Million
1.84% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
92,475
shares
|
$5.11 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
91,027
shares
|
$5.03 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
84,802
shares
|
$4.68 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
84,385
shares
|
$4.66 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
83,583
shares
|
$4.62 Million
0.05% of portfolio
|
Q4 2024
Added 121.53%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
81,718
shares
|
$4.51 Million
3.78% of portfolio
|
Q4 2024
New holding
|