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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
55,741
shares
|
$3.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
53,985
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
53,430
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
53,126
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
52,993
shares
|
$3.13 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,626
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Added 200.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
52,149
shares
|
$3.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
51,305
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
50,235
shares
|
$2.97 Million
0.37% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
48,765
shares
|
$2.88 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
48,681
shares
|
$2.88 Million
0.83% of portfolio
|
Q3 2023
Added 11.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
47,429
shares
|
$2.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
46,989
shares
|
$2.78 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
46,843
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
46,722
shares
|
$2.76 Million
2.19% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
46,410
shares
|
$2.74 Million
1.2% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
45,920
shares
|
$2.72 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
45,889
shares
|
$2.71 Million
0.87% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,605
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
44,975
shares
|
$2.66 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
44,801
shares
|
$2.65 Million
0.78% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
44,323
shares
|
$2.62 Million
1.87% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
43,529
shares
|
$2.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
43,288
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
43,278
shares
|
$2.56 Million
0.95% of portfolio
|
Q2 2025
Added 22.78%
|