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 771 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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
6,623
shares
|
$373,206
0.06% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$371,853
0.0% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
6,586
shares
|
$371,121
0.02% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,516
shares
|
$367,176
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
6,512
shares
|
$366,951
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,481
shares
|
$365,204
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
6,449
shares
|
$363,401
0.25% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
6,358
shares
|
$358,273
0.05% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,348
shares
|
$357,709
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
6,337
shares
|
$357,089
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
6,300
shares
|
$355,005
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
6,290
shares
|
$354,441
0.25% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
6,251
shares
|
$352,243
0.04% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
6,135
shares
|
$345,707
0.05% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
6,131
shares
|
$345,481
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
6,090
shares
|
$343,171
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,071
shares
|
$342,100
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
6,058
shares
|
$341,368
0.09% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
6,036
shares
|
$340,128
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6,004
shares
|
$338,325
0.1% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
5,932
shares
|
$334,268
0.27% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
5,841
shares
|
$329,140
0.1% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,779
shares
|
$325,646
0.04% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
5,775
shares
|
$325,421
0.25% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,745
shares
|
$323,730
0.09% of portfolio
|
Q1 2025
Reduced 3.3%
|