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 667 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 $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
10,134
shares
|
$609,864
0.03% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
10,079
shares
|
$606,554
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,079
shares
|
$606,554
0.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,077
shares
|
$606,433
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$601,800
0.07% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
9,944
shares
|
$598,429
0.29% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
9,835
shares
|
$591,870
0.11% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,654
shares
|
$580,977
0.02% of portfolio
|
Q3 2024
Added 50.26%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
9,636
shares
|
$579,894
0.13% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,624
shares
|
$579,172
0.01% of portfolio
|
Q2 2024
Reduced 28.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
9,585
shares
|
$576,825
0.24% of portfolio
|
Q1 2024
Reduced 17.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,410
shares
|
$566,293
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,389
shares
|
$565,030
0.25% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
9,359
shares
|
$563,224
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$559,974
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,260
shares
|
$557,266
0.03% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,234
shares
|
$555,702
0.09% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,221
shares
|
$554,919
0.08% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,203
shares
|
$553,836
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,100
shares
|
$547,638
0.09% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
9,033
shares
|
$543,605
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
9,030
shares
|
$543,425
0.3% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$541,860
0.03% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,874
shares
|
$534,037
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,842
shares
|
$532,111
0.03% of portfolio
|
Q2 2024
Added 44.08%
|