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 753 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,032
shares
|
$370,305
0.04% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$365,829
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,855
shares
|
$360,984
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
6,814
shares
|
$358,825
0.14% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
6,801
shares
|
$358,140
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
6,767
shares
|
$356,350
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
6,762
shares
|
$356,086
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,748
shares
|
$355,349
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
6,725
shares
|
$354,138
0.1% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
6,693
shares
|
$352,453
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,664
shares
|
$350,926
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$347,503
0.0% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
6,516
shares
|
$343,132
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
6,512
shares
|
$342,921
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,358
shares
|
$334,812
0.05% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,343
shares
|
$334,022
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
6,300
shares
|
$331,758
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
6,234
shares
|
$328,282
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,110
shares
|
$321,752
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
6,096
shares
|
$321,015
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,061
shares
|
$319,172
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
6,045
shares
|
$318,329
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
6,036
shares
|
$317,855
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
5,967
shares
|
$314,222
0.14% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
5,941
shares
|
$312,853
0.1% of portfolio
|
Q4 2024
Added 7.16%
|