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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
6,358
shares
|
$352,614
0.06% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
6,347
shares
|
$352,004
0.25% of portfolio
|
Q2 2024
Reduced 48.61%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
6,267
shares
|
$347,567
0.15% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,221
shares
|
$345,016
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,110
shares
|
$338,860
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
6,096
shares
|
$338,084
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,049
shares
|
$335,477
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
6,036
shares
|
$334,756
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,005
shares
|
$333,037
0.05% of portfolio
|
Q2 2024
Added 28.15%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,932
shares
|
$328,988
0.28% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,932
shares
|
$328,988
0.0% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,923
shares
|
$328,489
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,804
shares
|
$321,889
0.17% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,730
shares
|
$317,785
0.01% of portfolio
|
Q3 2024
Added 29.05%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
5,720
shares
|
$317,231
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
5,699
shares
|
$316,066
0.05% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$314,458
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
5,658
shares
|
$313,792
0.09% of portfolio
|
Q3 2023
Reduced 15.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,640
shares
|
$312,794
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,605
shares
|
$310,853
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
5,585
shares
|
$309,744
0.22% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,544
shares
|
$307,470
0.09% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
5,541
shares
|
$307,303
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
5,487
shares
|
$304,309
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
5,471
shares
|
$303,421
0.02% of portfolio
|
Q3 2024
Added 0.35%
|