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 768 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
41,070
shares
|
$2.02 Million
1.37% of portfolio
|
Q1 2025
Added 40.87%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
41,062
shares
|
$2.01 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
40,996
shares
|
$2.01 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
39,021
shares
|
$1.91 Million
1.82% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
38,556
shares
|
$1.89 Million
0.25% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
38,131
shares
|
$1.87 Million
1.42% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
38,068
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
37,875
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
37,670
shares
|
$1.85 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
37,454
shares
|
$1.84 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
37,256
shares
|
$1.83 Million
1.76% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
37,148
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
37,085
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
36,921
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
36,582
shares
|
$1.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
36,516
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
36,244
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
36,162
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Added 26.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
35,767
shares
|
$1.76 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
35,665
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
35,249
shares
|
$1.73 Million
0.77% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,487
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
33,818
shares
|
$1.66 Million
1.91% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
33,724
shares
|
$1.65 Million
0.33% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
33,707
shares
|
$1.65 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.27%
|