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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$94,606
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,896
shares
|
$93,036
0.13% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,782
shares
|
$87,442
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$84,891
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,709
shares
|
$83,860
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,660
shares
|
$81,456
0.0% of portfolio
|
Q4 2024
Added 95.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,544
shares
|
$75,764
0.0% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,512
shares
|
$74,193
0.02% of portfolio
|
Q4 2023
Added 281.82%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,510
shares
|
$74,095
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,495
shares
|
$73,359
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,458
shares
|
$71,544
0.02% of portfolio
|
Q4 2024
Added 155.79%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,446
shares
|
$70,955
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,328
shares
|
$65,164
0.0% of portfolio
|
Q4 2024
Reduced 89.51%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,301
shares
|
$63,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,300
shares
|
$63,791
0.01% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,292
shares
|
$63,398
0.03% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,233
shares
|
$60,503
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,213
shares
|
$59,521
0.03% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,206
shares
|
$59,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,180
shares
|
$57,902
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,123
shares
|
$55,105
0.0% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,101
shares
|
$54,026
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
976
shares
|
$47,892
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
942
shares
|
$46,223
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
936
shares
|
$45,929
0.07% of portfolio
|
Q1 2025
Reduced 51.88%
|