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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
26,730
shares
|
$1.31 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
26,725
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
26,528
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
26,044
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
26,024
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
25,806
shares
|
$1.27 Million
0.55% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
25,324
shares
|
$1.24 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,998
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,844
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2022
Added 75.91%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
24,818
shares
|
$1.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
24,693
shares
|
$1.21 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
24,547
shares
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 62.15%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
23,466
shares
|
$1.15 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
23,358
shares
|
$1.15 Million
0.57% of portfolio
|
Q1 2025
Added 28.37%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
22,826
shares
|
$1.12 Million
0.13% of portfolio
|
Q1 2025
Added 102.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
22,819
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
22,540
shares
|
$1.11 Million
0.78% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
22,507
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
22,454
shares
|
$1.1 Million
0.45% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
22,221
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
22,207
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
22,137
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,881
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
21,800
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 445.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
21,676
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.09%
|