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 768 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,161
shares
|
$253,250
0.02% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,090
shares
|
$249,766
0.01% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
5,082
shares
|
$249,373
0.2% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,049
shares
|
$247,754
0.0% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
5,020
shares
|
$246,331
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,970
shares
|
$243,877
0.14% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,939
shares
|
$242,356
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
4,937
shares
|
$242,258
0.04% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
4,931
shares
|
$241,964
0.22% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,917
shares
|
$241,277
0.01% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,847
shares
|
$237,842
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,822
shares
|
$236,615
0.22% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,811
shares
|
$236,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
4,811
shares
|
$236,075
0.22% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
4,750
shares
|
$233,082
0.22% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,719
shares
|
$231,561
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
4,697
shares
|
$230,481
0.16% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,691
shares
|
$230,187
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,686
shares
|
$229,942
0.03% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,638
shares
|
$227,586
0.01% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,613
shares
|
$226,359
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
4,611
shares
|
$226,261
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
4,557
shares
|
$223,611
0.11% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
4,547
shares
|
$223,121
0.05% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,529
shares
|
$222,238
0.0% of portfolio
|
Q1 2025
Reduced 39.22%
|