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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
283,948
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
280,282
shares
|
$16.3 Million
6.87% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
276,297
shares
|
$16 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
275,991
shares
|
$16 Million
2.53% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
274,915
shares
|
$15.9 Million
2.38% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
274,283
shares
|
$15.9 Million
9.05% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
272,929
shares
|
$15.8 Million
6.1% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
262,717
shares
|
$15.2 Million
4.39% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
261,293
shares
|
$15.2 Million
5.43% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
259,769
shares
|
$15.1 Million
9.61% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
259,750
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
257,562
shares
|
$14.9 Million
0.14% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
257,399
shares
|
$14.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
254,737
shares
|
$14.8 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
251,654
shares
|
$14.6 Million
4.19% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
251,127
shares
|
$14.6 Million
0.58% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
248,953
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
247,065
shares
|
$14.3 Million
4.76% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
246,608
shares
|
$14.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 57.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
235,925
shares
|
$13.7 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
234,501
shares
|
$13.6 Million
4.48% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
232,452
shares
|
$13.5 Million
5.22% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
231,456
shares
|
$13.4 Million
7.63% of portfolio
|
Q4 2022
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
220,178
shares
|
$12.8 Million
6.21% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
215,017
shares
|
$12.5 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.55%
|