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 |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
329,400
shares
|
$17.3 Million
5.77% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
326,625
shares
|
$17.2 Million
9.63% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
317,735
shares
|
$16.7 Million
5.25% of portfolio
|
Q4 2024
Added 8003.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$16.6 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
312,233
shares
|
$16.4 Million
2.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
297,456
shares
|
$15.7 Million
3.41% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
294,438
shares
|
$15.5 Million
11.59% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
292,771
shares
|
$15.4 Million
4.25% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
290,716
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
287,988
shares
|
$15.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
284,478
shares
|
$15 Million
8.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
279,506
shares
|
$14.7 Million
5.75% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
279,453
shares
|
$14.7 Million
9.17% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
278,459
shares
|
$14.7 Million
2.42% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
277,919
shares
|
$14.6 Million
6.6% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
275,106
shares
|
$14.5 Million
0.15% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
270,306
shares
|
$14.2 Million
2.44% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
265,023
shares
|
$14 Million
5.97% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
264,900
shares
|
$13.9 Million
5.8% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
264,842
shares
|
$13.9 Million
4.41% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
262,780
shares
|
$13.8 Million
0.04% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
262,259
shares
|
$13.8 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
259,327
shares
|
$13.7 Million
9.8% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
258,606
shares
|
$13.6 Million
0.59% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
251,203
shares
|
$13.2 Million
4.41% of portfolio
|
Q4 2024
Added 7.12%
|