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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
508
shares
|
$29,469
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
428
shares
|
$24,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$23,204
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
335
shares
|
$19,433
0.0% of portfolio
|
Q1 2024
Added 857.14%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
288
shares
|
$16,706
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
206
shares
|
$11,950
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
192
shares
|
$11,137
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
189
shares
|
$10,963
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
170
shares
|
$9,861
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$8,063
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
134
shares
|
$7,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
114
shares
|
$6,613
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
113
shares
|
$6,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
112
shares
|
$6,497
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
102
shares
|
$5,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
80
shares
|
$4,640
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,900
0.01% of portfolio
|
Q2 2022
New holding
|