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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
10,164
shares
|
$563,695
0.41% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
10,134
shares
|
$562,031
0.03% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,079
shares
|
$558,981
0.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
10,079
shares
|
$558,981
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,077
shares
|
$558,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$554,600
0.07% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
9,944
shares
|
$551,494
0.29% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
9,835
shares
|
$545,449
0.11% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
9,654
shares
|
$535,410
0.02% of portfolio
|
Q3 2024
Added 50.26%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
9,636
shares
|
$534,412
0.13% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,624
shares
|
$533,747
0.01% of portfolio
|
Q2 2024
Reduced 28.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
9,585
shares
|
$531,584
0.24% of portfolio
|
Q1 2024
Reduced 17.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,410
shares
|
$521,878
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,389
shares
|
$520,713
0.25% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
9,359
shares
|
$519,050
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
9,308
shares
|
$516,221
0.01% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$516,055
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,260
shares
|
$513,559
0.03% of portfolio
|
Q3 2024
Reduced 39.8%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,234
shares
|
$512,117
0.09% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,221
shares
|
$511,396
0.08% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,203
shares
|
$510,398
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,100
shares
|
$504,686
0.09% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
9,033
shares
|
$500,970
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
9,030
shares
|
$500,803
0.3% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$499,361
0.03% of portfolio
|
Q4 2023
Added 9.18%
|