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 770 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 $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
21,676
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
21,668
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,325
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Added 81.44%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
21,190
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
20,474
shares
|
$1.08 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
20,161
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
19,973
shares
|
$1.05 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
19,970
shares
|
$1.05 Million
0.63% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
19,941
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
19,794
shares
|
$1.04 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
19,724
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,583
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2023
Added 12.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
19,536
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
19,350
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
19,131
shares
|
$1.01 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
18,993
shares
|
$998,272
0.2% of portfolio
|
Q3 2021
Added 0.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
18,960
shares
|
$996,537
0.53% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
18,935
shares
|
$995,223
0.04% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
18,677
shares
|
$981,663
0.85% of portfolio
|
Q4 2022
Added 85.4%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,662
shares
|
$980,874
0.11% of portfolio
|
Q1 2025
Added 84.35%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
18,499
shares
|
$972,307
0.26% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
18,482
shares
|
$971,413
0.66% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
18,387
shares
|
$966,420
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
18,140
shares
|
$953,438
1.7% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
18,119
shares
|
$952,334
0.78% of portfolio
|
Q4 2024
New holding
|