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 753 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 $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,583
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2023
Added 12.58%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
19,567
shares
|
$1.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
19,148
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 41.77%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
18,961
shares
|
$998,486
0.22% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
18,902
shares
|
$995,379
0.59% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
18,765
shares
|
$988,164
0.29% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
18,699
shares
|
$984,689
0.01% of portfolio
|
Q4 2024
Added 45.73%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
18,677
shares
|
$983,530
0.85% of portfolio
|
Q4 2022
Added 85.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
18,563
shares
|
$977,527
0.04% of portfolio
|
Q4 2024
Added 170.68%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
18,441
shares
|
$971,103
0.76% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
18,436
shares
|
$970,839
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,311
shares
|
$964,257
0.02% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
18,278
shares
|
$962,519
0.59% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
18,211
shares
|
$958,991
0.04% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
18,196
shares
|
$958,201
0.48% of portfolio
|
Q4 2024
Reduced 90.44%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
18,119
shares
|
$954,146
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
17,728
shares
|
$933,556
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
17,672
shares
|
$930,607
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
17,657
shares
|
$929,817
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
17,580
shares
|
$925,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,580
shares
|
$925,762
0.15% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
17,382
shares
|
$915,336
0.04% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,323
shares
|
$912,229
0.68% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
16,867
shares
|
$888,216
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,751
shares
|
$882,107
0.01% of portfolio
|
Q4 2024
Added 15.38%
|