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 753 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 $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
429,167
shares
|
$22.6 Million
3.45% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
423,068
shares
|
$22.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
421,974
shares
|
$22.2 Million
0.05% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
421,383
shares
|
$22.2 Million
4.85% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
416,501
shares
|
$21.9 Million
0.03% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
415,145
shares
|
$21.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
401,733
shares
|
$21.2 Million
6.42% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
398,953
shares
|
$21 Million
18.74% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
398,638
shares
|
$21 Million
0.05% of portfolio
|
Q4 2024
Added 44.28%
|
|
|
Tfo Tdc, LLC
|
Feb 07, 2025 Q4 2024 |
392,197
shares
|
$20.7 Million
10.36% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
391,208
shares
|
$20.6 Million
5.87% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$20.1 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
377,989
shares
|
$19.9 Million
13.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
377,625
shares
|
$19.9 Million
13.88% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
369,752
shares
|
$19.5 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$19.4 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
362,607
shares
|
$19.1 Million
1.94% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
360,124
shares
|
$19 Million
0.19% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
354,130
shares
|
$18.6 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
345,711
shares
|
$18.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
343,272
shares
|
$18.1 Million
0.07% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
339,318
shares
|
$17.9 Million
1.37% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
337,395
shares
|
$17.8 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
332,628
shares
|
$17.5 Million
12.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Feb 06, 2025 Q4 2024 |
330,360
shares
|
$17.4 Million
14.82% of portfolio
|
Q4 2024
New holding
|