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 |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
7,211
shares
|
$433,957
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,211
shares
|
$433,957
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
7,188
shares
|
$432,573
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
7,150
shares
|
$430,287
0.41% of portfolio
|
Q4 2022
Reduced 16.37%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,129
shares
|
$429,023
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,090
shares
|
$426,676
0.15% of portfolio
|
Q2 2024
Added 17.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,032
shares
|
$423,185
0.04% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,953
shares
|
$418,431
0.0% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$418,070
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,858
shares
|
$412,714
0.02% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,827
shares
|
$410,848
0.14% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
6,763
shares
|
$406,997
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
6,762
shares
|
$406,937
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
6,748
shares
|
$406,094
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
6,700
shares
|
$403,206
0.1% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,671
shares
|
$401,460
0.01% of portfolio
|
Q3 2024
Added 42.39%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,664
shares
|
$401,039
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$397,127
0.0% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,588
shares
|
$396,465
0.0% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,523
shares
|
$392,554
0.03% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,516
shares
|
$392,132
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,408
shares
|
$385,633
0.19% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
6,391
shares
|
$384,610
0.07% of portfolio
|
Q2 2023
Added 11.32%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,358
shares
|
$382,624
0.06% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
6,347
shares
|
$381,962
0.25% of portfolio
|
Q2 2024
Reduced 48.61%
|