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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,500
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
27,411
shares
|
$1.53 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
27,008
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
26,169
shares
|
$1.46 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
25,792
shares
|
$1.44 Million
0.62% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,725
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 121.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,710
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,998
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,844
shares
|
$1.38 Million
0.07% of portfolio
|
Q2 2022
Added 75.91%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
24,089
shares
|
$1.34 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
23,849
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
23,571
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
23,334
shares
|
$1.3 Million
0.85% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,169
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
22,877
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
22,480
shares
|
$1.25 Million
0.83% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
22,056
shares
|
$1.23 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,917
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
21,462
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
21,384
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
21,298
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
21,191
shares
|
$1.18 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
20,708
shares
|
$1.15 Million
0.83% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
20,412
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
20,303
shares
|
$1.13 Million
1.06% of portfolio
|
Q1 2023
Reduced 3.09%
|