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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
151,770
shares
|
$9.2 Million
0.52% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
145,890
shares
|
$8.85 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
145,622
shares
|
$8.83 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
144,017
shares
|
$8.73 Million
2.84% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
141,381
shares
|
$8.57 Million
1.38% of portfolio
|
Q3 2024
Reduced 62.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
139,593
shares
|
$8.47 Million
0.0% of portfolio
|
Q3 2024
Added 57.42%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
137,169
shares
|
$8.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
136,035
shares
|
$8.25 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
134,365
shares
|
$8.15 Million
2.61% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
132,566
shares
|
$8.04 Million
4.86% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
130,056
shares
|
$7.89 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
129,908
shares
|
$7.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
128,131
shares
|
$7.77 Million
1.69% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
125,969
shares
|
$7.64 Million
4.05% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
125,371
shares
|
$7.6 Million
0.22% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
123,458
shares
|
$7.49 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
121,015
shares
|
$7.34 Million
0.06% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
118,830
shares
|
$7.21 Million
3.39% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
118,453
shares
|
$7.18 Million
0.38% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
114,950
shares
|
$6.97 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
113,135
shares
|
$6.86 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
112,517
shares
|
$6.82 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
110,554
shares
|
$6.71 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
110,458
shares
|
$6.7 Million
3.57% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
109,644
shares
|
$6.65 Million
0.07% of portfolio
|
Q3 2024
Added 4.5%
|