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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,343
shares
|
$1.64 Million
0.46% of portfolio
|
Q4 2023
Added 220.39%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
32,593
shares
|
$1.6 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
32,517
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,280
shares
|
$1.58 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,991
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
31,928
shares
|
$1.57 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,371
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
30,673
shares
|
$1.51 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
30,482
shares
|
$1.5 Million
0.39% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
30,314
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
30,260
shares
|
$1.48 Million
1.61% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,849
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
29,730
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
29,555
shares
|
$1.45 Million
1.13% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
29,338
shares
|
$1.44 Million
0.56% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
29,014
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,452
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2023
Added 76.36%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
28,312
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
28,257
shares
|
$1.39 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
27,795
shares
|
$1.36 Million
0.68% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
27,657
shares
|
$1.36 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
27,520
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
27,493
shares
|
$1.35 Million
1.22% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
27,362
shares
|
$1.34 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
27,214
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.69%
|