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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
71,368
shares
|
$4.04 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
71,267
shares
|
$4.03 Million
3.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
71,219
shares
|
$4.03 Million
0.53% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
70,885
shares
|
$4.01 Million
1.6% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
70,724
shares
|
$4 Million
1.26% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
68,843
shares
|
$3.9 Million
0.19% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
68,798
shares
|
$3.89 Million
1.09% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
67,844
shares
|
$3.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
67,342
shares
|
$3.81 Million
2.62% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
66,579
shares
|
$3.77 Million
0.03% of portfolio
|
Q3 2025
Added 531.38%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
62,331
shares
|
$3.53 Million
1.19% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
62,205
shares
|
$3.52 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
61,618
shares
|
$3.49 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
61,587
shares
|
$3.49 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
61,182
shares
|
$3.46 Million
0.39% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
60,415
shares
|
$3.42 Million
0.45% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
60,265
shares
|
$3.41 Million
0.94% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,112
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
59,554
shares
|
$3.37 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
59,343
shares
|
$3.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$3.33 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
58,799
shares
|
$3.33 Million
0.07% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
57,761
shares
|
$3.27 Million
1.37% of portfolio
|
Q2 2025
Added 125467.39%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
57,751
shares
|
$3.27 Million
0.49% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
56,905
shares
|
$3.22 Million
0.21% of portfolio
|
Q3 2025
Reduced 51.9%
|