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 $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
8,874
shares
|
$510,698
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,842
shares
|
$508,857
0.03% of portfolio
|
Q2 2024
Added 44.08%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
8,810
shares
|
$507,015
0.13% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
8,785
shares
|
$505,576
0.38% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
8,672
shares
|
$499,073
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,549
shares
|
$491,994
0.11% of portfolio
|
Q2 2023
Reduced 11.23%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
8,521
shares
|
$490,383
0.21% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,494
shares
|
$488,829
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
8,421
shares
|
$484,628
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
8,379
shares
|
$482,211
0.24% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,317
shares
|
$478,643
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
8,160
shares
|
$469,608
0.01% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,904
shares
|
$454,875
0.03% of portfolio
|
Q3 2024
Added 35.41%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,647
shares
|
$440,084
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,629
shares
|
$439,048
0.08% of portfolio
|
Q3 2022
Reduced 69.48%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
7,591
shares
|
$436,862
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,589
shares
|
$436,746
0.03% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,558
shares
|
$434,962
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,397
shares
|
$425,697
0.01% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
7,349
shares
|
$422,934
0.0% of portfolio
|
Q3 2024
Added 47.22%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
7,328
shares
|
$421,726
0.19% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$421,266
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
7,303
shares
|
$420,287
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,302
shares
|
$420,230
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
7,295
shares
|
$419,827
0.14% of portfolio
|
Q2 2024
Reduced 19.65%
|