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 627 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $8.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
13,695,016
shares
|
$737 Million
0.83% of portfolio
|
Q1 2024
Added 0.41%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
12,646,874
shares
|
$681 Million
7.81% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
9,086,153
shares
|
$489 Million
9.57% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Index Fund Advisors, Inc.
|
May 13, 2024 Q1 2024 |
7,732,381
shares
|
$416 Million
23.74% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
4,817,359
shares
|
$259 Million
3.04% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
3,735,668
shares
|
$201 Million
6.39% of portfolio
|
Q1 2024
Added 38.71%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,847,560
shares
|
$153 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
2,768,344
shares
|
$149 Million
0.24% of portfolio
|
Q1 2024
Added 0.71%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,716,941
shares
|
$146 Million
0.06% of portfolio
|
Q1 2024
Added 0.26%
|
|
Jackson Thornton Asset Management, LLC
|
May 15, 2024 Q1 2024 |
2,562,184
shares
|
$138 Million
23.82% of portfolio
|
Q1 2024
Added 1.6%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,295,880
shares
|
$124 Million
0.34% of portfolio
|
Q1 2024
Added 2.96%
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$112 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,062,366
shares
|
$111 Million
3.53% of portfolio
|
Q1 2024
Added 16.2%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,032,513
shares
|
$109 Million
0.18% of portfolio
|
Q1 2024
Added 262.39%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
1,979,614
shares
|
$107 Million
8.04% of portfolio
|
Q1 2024
Added 5.84%
|
|
Trust CO Of The South
Greensboro, NC |
Apr 10, 2024 Q1 2024 |
1,864,868
shares
|
$100 Million
23.45% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Rw Investment Management LLC
Eagle, ID |
May 15, 2024 Q1 2024 |
1,817,725
shares
|
$97.8 Million
13.77% of portfolio
|
Q1 2024
New holding
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,746,773
shares
|
$94 Million
11.69% of portfolio
|
Q4 2023
Added 1.93%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
1,670,937
shares
|
$89.9 Million
3.96% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
1,573,506
shares
|
$84.7 Million
2.48% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$84.6 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
1,452,640
shares
|
$78.2 Million
4.01% of portfolio
|
Q1 2024
Added 2.62%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$73.4 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
|
$71.1 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,317,564
shares
|
$70.9 Million
0.85% of portfolio
|
Q1 2024
Added 4.33%
|