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 |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
78,910
shares
|
$4.58 Million
0.34% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
78,475
shares
|
$4.55 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
75,063
shares
|
$4.35 Million
0.93% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
74,398
shares
|
$4.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
74,345
shares
|
$4.31 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.3 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.3 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
74,096
shares
|
$4.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
74,020
shares
|
$4.29 Million
2.67% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
73,501
shares
|
$4.26 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
72,171
shares
|
$4.19 Million
0.15% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
70,918
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
69,992
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 115.94%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
69,296
shares
|
$4.02 Million
2.65% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,100
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
66,956
shares
|
$3.88 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
66,466
shares
|
$3.86 Million
1.89% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
64,786
shares
|
$3.76 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
64,783
shares
|
$3.76 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
64,226
shares
|
$3.73 Million
2.79% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
62,478
shares
|
$3.62 Million
1.35% of portfolio
|
Q3 2024
Added 23.05%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
62,218
shares
|
$3.61 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
61,265
shares
|
$3.55 Million
2.53% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
60,895
shares
|
$3.53 Million
1.69% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
60,814
shares
|
$3.53 Million
1.04% of portfolio
|
Q3 2024
Added 44.04%
|