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 771 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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,834
shares
|
$621,995
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
11,832
shares
|
$621,889
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
11,826
shares
|
$621,574
0.15% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
11,820
shares
|
$621,259
0.45% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
11,787
shares
|
$619,524
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,778
shares
|
$619,051
0.1% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,733
shares
|
$616,686
0.01% of portfolio
|
Q1 2025
Reduced 28.16%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
11,633
shares
|
$611,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
11,512
shares
|
$605,070
0.08% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
11,500
shares
|
$604,440
0.2% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
11,435
shares
|
$601,023
0.26% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
11,232
shares
|
$590,353
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
11,192
shares
|
$588,251
0.27% of portfolio
|
Q1 2025
Reduced 64.95%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$588,093
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
11,082
shares
|
$582,469
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$580,840
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
10,988
shares
|
$577,529
0.1% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$570,170
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
10,845
shares
|
$570,013
0.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,760
shares
|
$565,545
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,732
shares
|
$564,073
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
10,714
shares
|
$563,127
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
10,648
shares
|
$559,658
0.08% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
10,325
shares
|
$542,682
0.0% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$541,841
0.01% of portfolio
|
Q4 2023
New holding
|