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 771 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,238
shares
|
$117,629
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$115,001
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$101,335
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,896
shares
|
$99,653
0.13% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,782
shares
|
$93,661
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$90,928
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,709
shares
|
$89,825
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,660
shares
|
$87,249
0.0% of portfolio
|
Q4 2024
Added 95.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,544
shares
|
$81,152
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,512
shares
|
$79,470
0.02% of portfolio
|
Q4 2023
Added 281.82%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,510
shares
|
$79,365
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,495
shares
|
$78,577
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,458
shares
|
$76,632
0.02% of portfolio
|
Q4 2024
Added 155.79%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,446
shares
|
$76,001
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,328
shares
|
$69,799
0.0% of portfolio
|
Q4 2024
Reduced 89.51%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,301
shares
|
$68,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,300
shares
|
$68,328
0.01% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,292
shares
|
$67,907
0.03% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,233
shares
|
$64,806
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,213
shares
|
$63,755
0.03% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,206
shares
|
$63,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,180
shares
|
$62,020
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,123
shares
|
$59,024
0.0% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,101
shares
|
$57,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
976
shares
|
$51,298
0.0% of portfolio
|
Q1 2024
New holding
|