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 $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
60,632
shares
|
$3.36 Million
0.8% of portfolio
|
Q3 2024
Reduced 89.77%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$3.26 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
58,685
shares
|
$3.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
57,041
shares
|
$3.16 Million
0.81% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
57,010
shares
|
$3.16 Million
0.03% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
56,003
shares
|
$3.11 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
55,736
shares
|
$3.09 Million
0.21% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
55,211
shares
|
$3.06 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
54,605
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
51,540
shares
|
$2.86 Million
1.13% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
50,490
shares
|
$2.8 Million
0.66% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
49,874
shares
|
$2.77 Million
1.22% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
49,741
shares
|
$2.76 Million
0.38% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
49,236
shares
|
$2.73 Million
1.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
48,681
shares
|
$2.7 Million
0.83% of portfolio
|
Q3 2023
Added 11.32%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
48,053
shares
|
$2.67 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
47,886
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
47,417
shares
|
$2.63 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
47,078
shares
|
$2.61 Million
1.41% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
46,588
shares
|
$2.58 Million
1.64% of portfolio
|
Q3 2024
Reduced 50.34%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
46,020
shares
|
$2.55 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,605
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
44,931
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
44,132
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 41.61%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
43,336
shares
|
$2.4 Million
0.9% of portfolio
|
Q3 2024
Added 0.12%
|