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 |
|---|---|---|---|---|---|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
42,666
shares
|
$2.43 Million
2.55% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
41,994
shares
|
$2.39 Million
0.88% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
41,952
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
41,892
shares
|
$2.39 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
41,627
shares
|
$2.37 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
41,302
shares
|
$2.36 Million
1.71% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
40,251
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2025
Added 61.95%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
39,988
shares
|
$2.28 Million
1.46% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
39,944
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Added 43.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
39,889
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 217.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
39,267
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
39,038
shares
|
$2.23 Million
0.34% of portfolio
|
Q3 2025
Reduced 39.3%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
38,939
shares
|
$2.22 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
37,898
shares
|
$2.16 Million
1.04% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
37,875
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
37,777
shares
|
$2.15 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
37,670
shares
|
$2.15 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
36,984
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
36,964
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
36,921
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
35,759
shares
|
$2.04 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
35,567
shares
|
$2.03 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
35,503
shares
|
$2.02 Million
0.71% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
34,869
shares
|
$1.99 Million
1.68% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,343
shares
|
$1.9 Million
0.46% of portfolio
|
Q4 2023
Added 220.39%
|