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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$74,194
0.01% of portfolio
|
Q3 2024
Added 27.9%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,180
shares
|
$68,451
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,107
shares
|
$64,217
0.01% of portfolio
|
Q3 2024
Reduced 35.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,101
shares
|
$63,869
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,036
shares
|
$60,098
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
976
shares
|
$56,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
942
shares
|
$54,645
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
939
shares
|
$54,471
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
850
shares
|
$49,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
832
shares
|
$48,264
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
784
shares
|
$45,479
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
784
shares
|
$45,479
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
752
shares
|
$43,623
0.02% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
749
shares
|
$43,449
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
725
shares
|
$42,057
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
714
shares
|
$41,419
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
712
shares
|
$41,303
0.01% of portfolio
|
Q2 2024
Added 134.21%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
711
shares
|
$41,245
0.01% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
575
shares
|
$33,355
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
574
shares
|
$33,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$33,297
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$33,181
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
570
shares
|
$33,065
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
543
shares
|
$31,499
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
541
shares
|
$31,383
0.0% of portfolio
|
Q3 2024
Reduced 12.46%
|