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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
11,848
shares
|
$717,514
0.25% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
11,826
shares
|
$716,182
0.17% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
11,816
shares
|
$715,576
0.33% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
11,787
shares
|
$713,820
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,601
shares
|
$702,556
0.0% of portfolio
|
Q3 2024
Added 157.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
11,600
shares
|
$702,496
0.21% of portfolio
|
Q3 2024
Added 58.9%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,584
shares
|
$701,527
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
11,480
shares
|
$695,228
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
11,474
shares
|
$694,865
0.21% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$677,605
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
11,082
shares
|
$671,125
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$669,248
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,978
shares
|
$664,827
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
10,852
shares
|
$657,197
0.32% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$656,954
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
10,753
shares
|
$651,201
0.42% of portfolio
|
Q3 2024
Added 48.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,720
shares
|
$649,203
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
10,714
shares
|
$648,839
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
10,648
shares
|
$644,842
0.09% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,542
shares
|
$638,423
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,452
shares
|
$632,973
0.04% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
10,439
shares
|
$632,185
0.0% of portfolio
|
Q3 2024
Added 62.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,359
shares
|
$627,341
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$624,313
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
10,305
shares
|
$624,070
0.13% of portfolio
|
Q2 2023
New holding
|