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 668 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 $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,824
shares
|
$162,521
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,743
shares
|
$157,859
0.02% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,733
shares
|
$157,284
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$150,493
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$149,112
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,424
shares
|
$139,501
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,352
shares
|
$135,357
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,314
shares
|
$133,170
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,247
shares
|
$129,314
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,238
shares
|
$128,796
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
2,228
shares
|
$128,221
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$125,919
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$120,855
0.02% of portfolio
|
Q3 2023
Reduced 16.63%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
2,054
shares
|
$118,207
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
2,005
shares
|
$115,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,968
shares
|
$113,258
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$110,956
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,921
shares
|
$110,553
0.14% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,782
shares
|
$102,554
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$99,561
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,512
shares
|
$87,015
0.02% of portfolio
|
Q4 2023
Added 281.82%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,495
shares
|
$86,037
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,490
shares
|
$85,749
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,437
shares
|
$82,699
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,342
shares
|
$77,232
0.04% of portfolio
|
Q3 2024
Reduced 5.43%
|