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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
13,652
shares
|
$757,139
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,506
shares
|
$749,042
0.01% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
13,368
shares
|
$741,389
0.12% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
13,272
shares
|
$736,065
0.45% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,267
shares
|
$735,787
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
13,214
shares
|
$732,848
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
13,103
shares
|
$726,692
0.28% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
13,101
shares
|
$726,581
0.42% of portfolio
|
Q3 2024
Added 496.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
12,954
shares
|
$718,428
0.03% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,831
shares
|
$711,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
12,802
shares
|
$709,998
0.34% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,708
shares
|
$704,785
0.02% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,656
shares
|
$701,901
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,622
shares
|
$700,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,588
shares
|
$698,130
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
12,575
shares
|
$697,409
0.35% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
12,271
shares
|
$680,549
0.04% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
12,271
shares
|
$680,549
0.47% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
12,251
shares
|
$679,440
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
12,186
shares
|
$675,835
0.09% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,089
shares
|
$670,455
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
12,041
shares
|
$667,793
0.02% of portfolio
|
Q3 2024
Added 52.21%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
11,993
shares
|
$665,131
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
11,942
shares
|
$662,303
0.32% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,850
shares
|
$657,201
0.0% of portfolio
|
Q3 2024
Added 0.14%
|