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 |
---|---|---|---|---|---|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
5,455
shares
|
$302,534
0.06% of portfolio
|
Q2 2022
New holding
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
5,310
shares
|
$294,492
0.04% of portfolio
|
Q4 2022
New holding
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
5,279
shares
|
$292,773
0.19% of portfolio
|
Q4 2023
New holding
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,236
shares
|
$290,388
0.02% of portfolio
|
Q3 2024
Added 891.67%
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
5,229
shares
|
$290,000
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,229
shares
|
$290,000
0.02% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
5,204
shares
|
$288,613
0.24% of portfolio
|
Q4 2023
New holding
|
|
Peavine Capital, LLC
|
Oct 21, 2024 Q3 2024 |
5,188
shares
|
$287,726
0.07% of portfolio
|
Q2 2021
New holding
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
5,136
shares
|
$284,842
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
5,117
shares
|
$283,788
0.05% of portfolio
|
Q1 2024
Added 7.34%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,064
shares
|
$280,849
0.02% of portfolio
|
Q4 2023
New holding
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,037
shares
|
$279,352
0.01% of portfolio
|
Q3 2024
Added 4.33%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,020
shares
|
$278,409
0.01% of portfolio
|
Q1 2024
New holding
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
4,999
shares
|
$277,244
0.02% of portfolio
|
Q1 2024
Reduced 78.04%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,996
shares
|
$277,078
0.0% of portfolio
|
Q3 2024
Added 18.44%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$275,968
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,906
shares
|
$272,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,899
shares
|
$271,698
0.1% of portfolio
|
Q3 2024
Added 7.98%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,822
shares
|
$267,428
0.22% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
4,726
shares
|
$262,103
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
4,679
shares
|
$259,497
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,660
shares
|
$258,443
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
4,638
shares
|
$257,223
0.06% of portfolio
|
Q4 2023
New holding
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
4,611
shares
|
$255,726
0.13% of portfolio
|
Q1 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,595
shares
|
$254,838
0.01% of portfolio
|
Q3 2024
Added 0.22%
|