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 669 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 $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
34,065
shares
|
$1.9 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
33,490
shares
|
$1.86 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,343
shares
|
$1.86 Million
0.46% of portfolio
|
Q4 2023
Added 220.39%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
32,593
shares
|
$1.81 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
32,557
shares
|
$1.81 Million
0.35% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
31,870
shares
|
$1.77 Million
1.57% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
31,766
shares
|
$1.77 Million
1.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,651
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
31,586
shares
|
$1.76 Million
0.45% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
31,321
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
30,158
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
29,869
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
29,849
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.81%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
29,598
shares
|
$1.65 Million
0.72% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
29,512
shares
|
$1.64 Million
0.72% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
29,191
shares
|
$1.63 Million
1.09% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
29,075
shares
|
$1.62 Million
1.23% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
28,777
shares
|
$1.6 Million
1.41% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
28,542
shares
|
$1.59 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,452
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2023
Added 76.36%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
28,370
shares
|
$1.58 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
28,254
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
28,159
shares
|
$1.57 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,000
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 428.3%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
27,910
shares
|
$1.55 Million
0.22% of portfolio
|
Q3 2024
Added 5.8%
|