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 $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,078
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
20,039
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
20,024
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
19,992
shares
|
$1.11 Million
0.43% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,920
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
19,834
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,583
shares
|
$1.09 Million
0.36% of portfolio
|
Q1 2023
Added 12.58%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,180
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2023
Reduced 3.31%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
18,831
shares
|
$1.05 Million
0.61% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
18,764
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,720
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
18,677
shares
|
$1.04 Million
0.85% of portfolio
|
Q4 2022
Added 85.4%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
18,441
shares
|
$1.03 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
18,311
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
17,997
shares
|
$1 Million
0.59% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,717
shares
|
$987,191
0.07% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,580
shares
|
$979,557
0.15% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,382
shares
|
$968,525
0.02% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,229
shares
|
$959,999
0.03% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
17,003
shares
|
$947,407
0.04% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
16,855
shares
|
$939,160
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
16,714
shares
|
$931,304
0.57% of portfolio
|
Q1 2024
Added 29.07%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
16,608
shares
|
$925,397
0.18% of portfolio
|
Q3 2023
Reduced 85.5%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
16,481
shares
|
$918,321
0.0% of portfolio
|
Q3 2024
Added 81.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,465
shares
|
$917,429
0.0% of portfolio
|
Q3 2024
Added 9.72%
|