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 |
|---|---|---|---|---|---|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
84,454
shares
|
$4.82 Million
2.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
84,433
shares
|
$4.81 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
82,740
shares
|
$4.72 Million
2.89% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
82,135
shares
|
$4.68 Million
1.73% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
81,620
shares
|
$4.65 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
81,199
shares
|
$4.63 Million
0.6% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
81,110
shares
|
$4.62 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
81,094
shares
|
$4.62 Million
2.99% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
77,726
shares
|
$4.43 Million
0.9% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
77,704
shares
|
$4.43 Million
1.83% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
77,222
shares
|
$4.4 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
76,632
shares
|
$4.37 Million
3.54% of portfolio
|
Q3 2025
Reduced 21.57%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
75,833
shares
|
$4.32 Million
1.65% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
75,709
shares
|
$4.32 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
75,635
shares
|
$4.31 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
74,746
shares
|
$4.26 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.23 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.23 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
73,487
shares
|
$4.19 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
73,369
shares
|
$4.18 Million
1.07% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
73,172
shares
|
$4.17 Million
2.47% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
72,984
shares
|
$4.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
72,521
shares
|
$4.14 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
71,926
shares
|
$4.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
71,803
shares
|
$4.09 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.94%
|