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 $9.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
1,204,295
shares
|
$69.9 Million
22.99% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
1,189,667
shares
|
$69 Million
9.92% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,111,835
shares
|
$64.5 Million
4.57% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
1,007,674
shares
|
$58.5 Million
10.81% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
921,731
shares
|
$53.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
919,865
shares
|
$53.4 Million
2.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
895,323
shares
|
$51.9 Million
4.5% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
871,542
shares
|
$50.6 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
865,993
shares
|
$50.2 Million
0.02% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
860,349
shares
|
$49.9 Million
0.07% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
854,213
shares
|
$49.6 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
846,284
shares
|
$49.1 Million
1.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
832,741
shares
|
$48.3 Million
21.15% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
813,319
shares
|
$47.2 Million
10.18% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
808,842
shares
|
$46.9 Million
6.19% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
803,320
shares
|
$46.6 Million
13.77% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
797,666
shares
|
$46.3 Million
1.96% of portfolio
|
Q3 2022
Reduced 7.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
783,693
shares
|
$45.5 Million
0.49% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
768,897
shares
|
$44.6 Million
2.54% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
748,877
shares
|
$43.4 Million
18.2% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
707,737
shares
|
$41.1 Million
0.09% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
656,627
shares
|
$38.1 Million
1.77% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
638,280
shares
|
$37 Million
4.57% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
629,323
shares
|
$36.5 Million
0.06% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
628,857
shares
|
$36.5 Million
12.21% of portfolio
|
Q3 2024
Reduced 0.05%
|