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 $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
16,196
shares
|
$898,230
0.05% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
16,080
shares
|
$891,796
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
15,903
shares
|
$881,980
0.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,887
shares
|
$881,093
0.11% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
15,846
shares
|
$878,819
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,838
shares
|
$878,375
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
15,816
shares
|
$877,155
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,526
shares
|
$861,071
0.58% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15,399
shares
|
$854,028
0.23% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
15,359
shares
|
$851,810
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
15,333
shares
|
$850,368
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,301
shares
|
$848,593
0.03% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,134
shares
|
$839,331
0.0% of portfolio
|
Q3 2023
Added 7.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,954
shares
|
$829,348
0.09% of portfolio
|
Q3 2024
Added 62.92%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
14,893
shares
|
$825,965
0.34% of portfolio
|
Q3 2023
Reduced 5.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,817
shares
|
$821,750
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$817,535
0.62% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,631
shares
|
$811,435
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,530
shares
|
$805,833
0.02% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,518
shares
|
$805,168
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
14,341
shares
|
$795,351
0.38% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
14,186
shares
|
$786,755
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14,136
shares
|
$783,982
0.05% of portfolio
|
Q3 2024
Reduced 34.17%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
13,986
shares
|
$775,663
0.07% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
13,940
shares
|
$773,112
0.35% of portfolio
|
Q1 2024
Reduced 3.82%
|