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 $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
109,280
shares
|
$6.47 Million
3.98% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
109,072
shares
|
$6.46 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
105,106
shares
|
$6.22 Million
2.33% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
103,370
shares
|
$6.12 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
103,289
shares
|
$6.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
103,121
shares
|
$6.11 Million
0.41% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
100,214
shares
|
$5.93 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
99,934
shares
|
$5.92 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
99,802
shares
|
$5.91 Million
0.35% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
98,106
shares
|
$5.81 Million
2.6% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
94,381
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
94,380
shares
|
$5.59 Million
0.44% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
93,312
shares
|
$5.53 Million
2.18% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
91,562
shares
|
$5.42 Million
2.66% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
91,418
shares
|
$5.41 Million
0.71% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
88,620
shares
|
$5.25 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
87,659
shares
|
$5.19 Million
1.79% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
84,934
shares
|
$5.03 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
84,476
shares
|
$5 Million
0.45% of portfolio
|
Q3 2024
Reduced 74.89%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
84,412
shares
|
$5 Million
3.26% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
84,282
shares
|
$4.99 Million
0.06% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
83,323
shares
|
$4.93 Million
0.42% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
80,620
shares
|
$4.77 Million
2.29% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
80,204
shares
|
$4.75 Million
0.7% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
80,135
shares
|
$4.75 Million
0.36% of portfolio
|
Q2 2024
Reduced 31.7%
|