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 779 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
86,947
shares
|
$4.88 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
86,551
shares
|
$4.86 Million
0.38% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
84,450
shares
|
$4.74 Million
2.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
82,963
shares
|
$4.66 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
81,886
shares
|
$4.6 Million
3.37% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
81,110
shares
|
$4.56 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
80,135
shares
|
$4.5 Million
0.32% of portfolio
|
Q2 2024
Reduced 31.7%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
78,403
shares
|
$4.4 Million
2.42% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
78,184
shares
|
$4.39 Million
1.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
77,606
shares
|
$4.36 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
77,437
shares
|
$4.35 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
76,341
shares
|
$4.29 Million
0.54% of portfolio
|
Q1 2025
Reduced 86.66%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
74,746
shares
|
$4.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
74,537
shares
|
$4.19 Million
1.76% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.16 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.16 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
|
$4.15 Million
1.85% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
73,144
shares
|
$4.11 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
72,984
shares
|
$4.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
71,981
shares
|
$4.04 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
71,655
shares
|
$4.02 Million
2.65% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
70,228
shares
|
$3.94 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
70,106
shares
|
$3.94 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
69,641
shares
|
$3.91 Million
2.67% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
69,256
shares
|
$3.89 Million
0.77% of portfolio
|
Q1 2025
Added 143.19%
|