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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,966
shares
|
$230,067
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,959
shares
|
$229,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,956
shares
|
$229,487
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,944
shares
|
$228,791
0.15% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
3,921
shares
|
$227,457
0.07% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,901
shares
|
$226,297
0.07% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
3,868
shares
|
$224,382
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
3,858
shares
|
$223,802
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
3,835
shares
|
$222,468
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,808
shares
|
$220,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
3,762
shares
|
$218,233
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$217,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,726
shares
|
$216,145
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,680
shares
|
$213,476
0.04% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,665
shares
|
$212,606
0.01% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,653
shares
|
$211,910
0.04% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,595
shares
|
$208,545
0.16% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,561
shares
|
$206,573
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$204,253
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,296
shares
|
$191,200
0.03% of portfolio
|
Q1 2024
Reduced 34.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,176
shares
|
$184,239
0.11% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
3,175
shares
|
$184,181
0.09% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,123
shares
|
$181,165
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,829
shares
|
$164,110
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,824
shares
|
$163,820
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|