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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,521
shares
|
$221,845
0.05% of portfolio
|
Q3 2022
Reduced 6.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,483
shares
|
$219,980
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,457
shares
|
$218,704
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,457
shares
|
$218,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
4,453
shares
|
$218,508
0.01% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
4,356
shares
|
$213,748
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
4,320
shares
|
$211,982
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,297
shares
|
$210,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
4,234
shares
|
$207,762
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
4,224
shares
|
$207,271
0.1% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
4,216
shares
|
$206,879
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
4,204
shares
|
$206,290
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
4,113
shares
|
$201,824
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
4,094
shares
|
$200,892
0.05% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,090
shares
|
$200,696
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
4,050
shares
|
$198,733
0.17% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,043
shares
|
$198,390
0.0% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
4,025
shares
|
$197,506
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,986
shares
|
$195,593
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,984
shares
|
$195,494
0.02% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,969
shares
|
$194,758
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
3,959
shares
|
$194,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,956
shares
|
$194,120
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
3,916
shares
|
$192,158
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,915
shares
|
$192,109
0.13% of portfolio
|
Q1 2025
Reduced 62.11%
|