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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
68,991
shares
|
$3.88 Million
1.09% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
68,237
shares
|
$3.83 Million
1.73% of portfolio
|
Q2 2025
Added 31.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
65,579
shares
|
$3.68 Million
0.15% of portfolio
|
Q1 2025
Added 355.92%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
65,144
shares
|
$3.66 Million
1.36% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
64,317
shares
|
$3.61 Million
0.71% of portfolio
|
Q2 2025
Reduced 52.65%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
64,236
shares
|
$3.61 Million
2.58% of portfolio
|
Q2 2025
Added 819.5%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
63,638
shares
|
$3.57 Million
1.39% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
62,331
shares
|
$3.5 Million
1.19% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
62,218
shares
|
$3.49 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
62,015
shares
|
$3.48 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,112
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
59,868
shares
|
$3.36 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
58,992
shares
|
$3.31 Million
0.74% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$3.31 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
58,436
shares
|
$3.28 Million
0.44% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
57,751
shares
|
$3.24 Million
0.5% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
57,263
shares
|
$3.22 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
57,126
shares
|
$3.21 Million
0.08% of portfolio
|
Q1 2025
Added 693.64%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
56,848
shares
|
$3.19 Million
1.04% of portfolio
|
Q2 2025
Added 37.83%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
56,771
shares
|
$3.19 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
56,368
shares
|
$3.17 Million
0.58% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,857
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
55,600
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
55,021
shares
|
$3.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
53,274
shares
|
$2.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 60.77%
|