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 808 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 $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
56,848
shares
|
$3.24 Million
1.04% of portfolio
|
Q2 2025
Added 37.83%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
56,703
shares
|
$3.23 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
56,695
shares
|
$3.23 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
56,364
shares
|
$3.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
55,961
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
55,428
shares
|
$3.16 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
54,858
shares
|
$3.12 Million
0.03% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
53,430
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
50,988
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
48,926
shares
|
$2.79 Million
1.1% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
48,913
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
48,734
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
48,681
shares
|
$2.77 Million
0.83% of portfolio
|
Q3 2023
Added 11.32%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,617
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2025
Added 60.08%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
47,815
shares
|
$2.72 Million
1.03% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
46,620
shares
|
$2.65 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
46,351
shares
|
$2.64 Million
1.45% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
46,242
shares
|
$2.63 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
46,120
shares
|
$2.63 Million
0.43% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
46,011
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
45,920
shares
|
$2.61 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
45,717
shares
|
$2.6 Million
1.9% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,605
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
45,038
shares
|
$2.56 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
44,907
shares
|
$2.56 Million
0.25% of portfolio
|
Q3 2025
Added 3.17%
|
|