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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
42,950
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
42,627
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
42,419
shares
|
$2.35 Million
0.7% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
42,234
shares
|
$2.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
41,297
shares
|
$2.29 Million
0.99% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
40,005
shares
|
$2.22 Million
0.52% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
39,416
shares
|
$2.19 Million
1.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
38,568
shares
|
$2.14 Million
0.63% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
38,237
shares
|
$2.12 Million
0.2% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
37,938
shares
|
$2.1 Million
0.19% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
37,875
shares
|
$2.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
37,730
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
37,715
shares
|
$2.09 Million
1.38% of portfolio
|
Q3 2024
Added 18.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
37,346
shares
|
$2.07 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
36,921
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
36,857
shares
|
$2.04 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
36,741
shares
|
$2.04 Million
1.34% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
36,630
shares
|
$2.03 Million
1.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
36,113
shares
|
$2 Million
1.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
35,887
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
35,727
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
35,541
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
35,279
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 38.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
34,592
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
34,525
shares
|
$1.91 Million
0.74% of portfolio
|
Q3 2024
Reduced 6.49%
|