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 681 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 $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,923
shares
|
$341,164
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,730
shares
|
$330,048
0.01% of portfolio
|
Q3 2024
Added 29.05%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
5,720
shares
|
$329,472
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
5,699
shares
|
$328,262
0.05% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$326,592
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,658
shares
|
$325,900
0.09% of portfolio
|
Q3 2023
Reduced 15.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,640
shares
|
$324,864
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,606
shares
|
$322,905
0.22% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,605
shares
|
$322,848
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
5,541
shares
|
$319,161
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,487
shares
|
$316,051
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
5,471
shares
|
$315,129
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
5,455
shares
|
$314,208
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,454
shares
|
$314,150
0.17% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,310
shares
|
$305,856
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
5,279
shares
|
$304,070
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,248
shares
|
$302,284
0.11% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,236
shares
|
$301,593
0.02% of portfolio
|
Q3 2024
Added 891.67%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,229
shares
|
$301,190
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,229
shares
|
$301,190
0.02% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
5,204
shares
|
$299,750
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
5,188
shares
|
$298,828
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
5,156
shares
|
$296,985
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5,117
shares
|
$294,739
0.05% of portfolio
|
Q1 2024
Added 7.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
5,082
shares
|
$292,723
0.21% of portfolio
|
Q4 2024
Reduced 50.0%
|