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 $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
403,133
shares
|
$24.5 Million
6.65% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
398,746
shares
|
$24.2 Million
4.07% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
394,902
shares
|
$24 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
394,585
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
388,101
shares
|
$23.5 Million
5.83% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
387,692
shares
|
$23.5 Million
13.77% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$23.1 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
372,406
shares
|
$22.6 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$22.4 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
364,285
shares
|
$22.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
361,837
shares
|
$21.9 Million
1.39% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
360,117
shares
|
$21.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
355,409
shares
|
$21.6 Million
0.73% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
338,358
shares
|
$20.5 Million
11.88% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
337,187
shares
|
$20.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
324,777
shares
|
$19.7 Million
5.67% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
324,581
shares
|
$19.7 Million
0.19% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$19.1 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
310,114
shares
|
$18.8 Million
4.19% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
299,748
shares
|
$18.2 Million
1.28% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
295,752
shares
|
$17.9 Million
4.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
293,508
shares
|
$17.8 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
293,343
shares
|
$17.8 Million
11.55% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
287,772
shares
|
$17.5 Million
1.95% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
285,643
shares
|
$17.3 Million
13.23% of portfolio
|
Q3 2024
Reduced 15.05%
|