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 802 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $9.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,095,721
shares
|
$798 Million
0.66% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,437,755
shares
|
$704 Million
7.18% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
9,753,142
shares
|
$552 Million
8.82% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
6,520,506
shares
|
$369 Million
19.13% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,974,930
shares
|
$282 Million
1.62% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,959,303
shares
|
$281 Million
4.76% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,859,841
shares
|
$275 Million
3.74% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,270,120
shares
|
$185 Million
1.21% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,836,023
shares
|
$161 Million
16.99% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,396,117
shares
|
$136 Million
9.6% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
2,270,663
shares
|
$129 Million
0.18% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,113,784
shares
|
$120 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
2,099,217
shares
|
$119 Million
10.72% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$117 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,895,203
shares
|
$107 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
1,779,073
shares
|
$101 Million
17.18% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,663,239
shares
|
$94.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,655,470
shares
|
$93.7 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,647,101
shares
|
$93.2 Million
9.9% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$89 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,553,224
shares
|
$87.9 Million
0.03% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,535,250
shares
|
$86.9 Million
2.12% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,480,606
shares
|
$83.8 Million
2.78% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,472,191
shares
|
$83.3 Million
12.12% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
1,390,328
shares
|
$78.7 Million
21.33% of portfolio
|
Q3 2025
Added 3.93%
|