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 682 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,858
shares
|
$397,764
0.02% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,855
shares
|
$397,590
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
6,827
shares
|
$395,966
0.14% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
6,767
shares
|
$392,486
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
6,762
shares
|
$392,196
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
6,748
shares
|
$391,384
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
6,725
shares
|
$390,050
0.1% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,664
shares
|
$386,512
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$382,742
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
|
$382,104
0.0% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,516
shares
|
$377,928
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,408
shares
|
$371,664
0.19% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
6,391
shares
|
$370,678
0.07% of portfolio
|
Q2 2023
Added 11.32%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,358
shares
|
$368,764
0.06% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
6,347
shares
|
$368,126
0.25% of portfolio
|
Q2 2024
Reduced 48.61%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
6,267
shares
|
$363,486
0.15% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,221
shares
|
$360,818
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,110
shares
|
$354,380
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
6,096
shares
|
$353,568
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,049
shares
|
$350,842
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
6,036
shares
|
$350,088
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,005
shares
|
$348,290
0.05% of portfolio
|
Q2 2024
Added 28.15%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,941
shares
|
$344,578
0.1% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,932
shares
|
$344,056
0.28% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,932
shares
|
$344,056
0.0% of portfolio
|
Q1 2024
Reduced 10.66%
|