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 784 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
86,551
shares
|
$5.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
84,573
shares
|
$5 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
84,450
shares
|
$4.99 Million
2.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
82,963
shares
|
$4.91 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
81,620
shares
|
$4.83 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
81,110
shares
|
$4.8 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
80,740
shares
|
$4.77 Million
2.0% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
80,135
shares
|
$4.74 Million
0.3% of portfolio
|
Q2 2024
Reduced 31.7%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
79,227
shares
|
$4.68 Million
0.63% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
77,437
shares
|
$4.58 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
75,964
shares
|
$4.49 Million
1.12% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
75,709
shares
|
$4.48 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
75,188
shares
|
$4.45 Million
0.85% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
74,746
shares
|
$4.42 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
74,537
shares
|
$4.41 Million
1.76% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.38 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.38 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
73,805
shares
|
$4.36 Million
1.85% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
73,172
shares
|
$4.33 Million
2.47% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
72,984
shares
|
$4.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
72,521
shares
|
$4.29 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
71,920
shares
|
$4.25 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
71,803
shares
|
$4.25 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
71,655
shares
|
$4.24 Million
2.65% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
70,106
shares
|
$4.15 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.68%
|