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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,521
shares
|
$262,263
0.06% of portfolio
|
Q3 2022
Reduced 6.07%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
4,494
shares
|
$260,696
0.07% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,491
shares
|
$260,522
0.03% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
4,483
shares
|
$260,058
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,471
shares
|
$259,362
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,457
shares
|
$258,550
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,453
shares
|
$258,318
0.01% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,449
shares
|
$258,086
0.06% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,434
shares
|
$257,216
0.01% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
4,410
shares
|
$255,824
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
4,363
shares
|
$253,097
0.14% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
4,358
shares
|
$252,807
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
4,350
shares
|
$252,343
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,315
shares
|
$250,313
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,233
shares
|
$245,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$245,382
0.19% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
4,224
shares
|
$245,034
0.1% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,204
shares
|
$243,874
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
4,113
shares
|
$238,595
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
4,090
shares
|
$237,260
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
4,079
shares
|
$236,622
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,078
shares
|
$236,564
0.0% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,037
shares
|
$234,186
0.07% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
4,025
shares
|
$233,490
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
3,983
shares
|
$231,053
0.03% of portfolio
|
Q4 2023
New holding
|