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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
69,719
shares
|
$4.12 Million
0.52% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
69,641
shares
|
$4.12 Million
2.67% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
68,843
shares
|
$4.07 Million
0.19% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
68,798
shares
|
$4.07 Million
1.09% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
68,237
shares
|
$4.03 Million
1.73% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
67,844
shares
|
$4.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
65,144
shares
|
$3.85 Million
1.36% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
64,317
shares
|
$3.8 Million
0.71% of portfolio
|
Q2 2025
Reduced 52.65%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
64,236
shares
|
$3.8 Million
2.58% of portfolio
|
Q2 2025
Added 819.5%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
63,638
shares
|
$3.76 Million
1.39% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
62,331
shares
|
$3.69 Million
1.19% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
62,218
shares
|
$3.68 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
62,205
shares
|
$3.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
62,015
shares
|
$3.67 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
61,743
shares
|
$3.65 Million
0.58% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,112
shares
|
$3.55 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
59,868
shares
|
$3.54 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
59,841
shares
|
$3.54 Million
0.75% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
59,343
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$3.48 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
57,761
shares
|
$3.42 Million
1.37% of portfolio
|
Q2 2025
Added 125467.39%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
57,751
shares
|
$3.41 Million
0.48% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
56,848
shares
|
$3.36 Million
1.04% of portfolio
|
Q2 2025
Added 37.83%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
56,771
shares
|
$3.36 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
56,550
shares
|
$3.34 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.25%
|