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 668 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,143,862
shares
|
$779 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,437,755
shares
|
$685 Million
7.18% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,783,379
shares
|
$484 Million
9.32% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
7,369,519
shares
|
$406 Million
22.37% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
5,190,562
shares
|
$286 Million
2.46% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,586,109
shares
|
$198 Million
4.56% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,558,354
shares
|
$196 Million
4.91% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,858,921
shares
|
$157 Million
21.14% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,772,135
shares
|
$153 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,348,951
shares
|
$129 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,251,013
shares
|
$124 Million
0.27% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,193,323
shares
|
$121 Million
8.34% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$114 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,057,946
shares
|
$113 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,043,021
shares
|
$113 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
1,891,364
shares
|
$104 Million
13.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,848,655
shares
|
$102 Million
0.91% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
1,827,593
shares
|
$101 Million
21.53% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,753,747
shares
|
$96.6 Million
4.05% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,746,773
shares
|
$96.2 Million
11.69% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,634,761
shares
|
$90 Million
3.73% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$86.6 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,485,616
shares
|
$81.8 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$75.1 Million
3.73% of portfolio
|
Q3 2022
Reduced 10.4%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,321,201
shares
|
$72.8 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|