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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,751
shares
|
$184,061
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$183,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,603
shares
|
$176,799
0.01% of portfolio
|
Q1 2025
Added 36.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
3,595
shares
|
$176,406
0.14% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,408
shares
|
$167,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,296
shares
|
$161,734
0.02% of portfolio
|
Q1 2024
Reduced 34.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,176
shares
|
$155,846
0.1% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3,175
shares
|
$155,797
0.08% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,123
shares
|
$153,245
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,048
shares
|
$149,565
0.0% of portfolio
|
Q1 2025
Added 31.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,889
shares
|
$141,763
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,861
shares
|
$140,389
0.03% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,829
shares
|
$138,819
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,824
shares
|
$138,573
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$128,318
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$127,140
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,537
shares
|
$124,490
0.02% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,518
shares
|
$123,558
0.03% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,518
shares
|
$123,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,465
shares
|
$120,957
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,451
shares
|
$120,270
0.01% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,352
shares
|
$115,412
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,247
shares
|
$110,260
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,238
shares
|
$109,818
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$107,365
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|