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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
209,481
shares
|
$12.7 Million
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
207,677
shares
|
$12.6 Million
2.55% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
201,410
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
199,996
shares
|
$12.1 Million
10.48% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
199,987
shares
|
$12.1 Million
4.94% of portfolio
|
Q3 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
193,869
shares
|
$11.8 Million
3.67% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
190,280
shares
|
$11.5 Million
5.89% of portfolio
|
Q3 2024
Reduced 30.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
187,488
shares
|
$11.4 Million
0.39% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
187,027
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
184,190
shares
|
$11.2 Million
3.98% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.7 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.7 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
176,149
shares
|
$10.7 Million
2.21% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
171,748
shares
|
$10.4 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
169,586
shares
|
$10.3 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
167,778
shares
|
$10.2 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
167,393
shares
|
$10.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
165,377
shares
|
$10 Million
5.62% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
163,560
shares
|
$9.92 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
163,163
shares
|
$9.9 Million
3.19% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
158,925
shares
|
$9.64 Million
4.28% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
157,312
shares
|
$9.54 Million
6.23% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
156,112
shares
|
$9.47 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
152,794
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2024
Added 91.04%
|