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 748 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 $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
428
shares
|
$23,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
421
shares
|
$23,247
0.01% of portfolio
|
Q4 2024
Reduced 41.93%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
407
shares
|
$22,474
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$22,088
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
392
shares
|
$21,646
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
392
shares
|
$21,646
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
335
shares
|
$18,498
0.0% of portfolio
|
Q1 2024
Added 857.14%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
200
shares
|
$11,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
192
shares
|
$10,602
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
189
shares
|
$10,436
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
170
shares
|
$9,387
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$7,675
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
134
shares
|
$7,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,295
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$6,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
112
shares
|
$6,184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
102
shares
|
$5,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
80
shares
|
$4,417
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,761
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
43
shares
|
$2,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$1,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
27
shares
|
$1,490
0.0% of portfolio
|
Q4 2024
New holding
|