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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
624,174
shares
|
$36.2 Million
0.22% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
609,970
shares
|
$35.4 Million
4.58% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
566,906
shares
|
$32.9 Million
25.94% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
540,537
shares
|
$31.4 Million
4.78% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
535,869
shares
|
$31.1 Million
25.82% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
532,595
shares
|
$30.9 Million
0.08% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
516,845
shares
|
$30 Million
9.6% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
516,159
shares
|
$29.9 Million
2.65% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
507,493
shares
|
$29.4 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
507,090
shares
|
$29.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
503,211
shares
|
$29.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
503,162
shares
|
$29.2 Million
18.12% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
472,277
shares
|
$27.4 Million
21.76% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
466,855
shares
|
$27.1 Million
6.4% of portfolio
|
Q3 2022
Added 3.8%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
465,986
shares
|
$27 Million
5.37% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
461,944
shares
|
$26.8 Million
15.9% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
459,653
shares
|
$26.7 Million
7.73% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
453,546
shares
|
$26.3 Million
4.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
448,471
shares
|
$26 Million
1.99% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
444,086
shares
|
$25.8 Million
11.75% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
443,467
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
423,518
shares
|
$24.6 Million
0.11% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
418,286
shares
|
$24.3 Million
0.22% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
415,250
shares
|
$24.1 Million
4.87% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
411,098
shares
|
$23.8 Million
3.39% of portfolio
|
Q3 2024
Added 6.23%
|