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 |
|---|---|---|---|---|---|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
42,999
shares
|
$2.54 Million
1.07% of portfolio
|
Q2 2025
Added 31.93%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
42,666
shares
|
$2.52 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
41,983
shares
|
$2.48 Million
1.87% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
41,952
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
41,892
shares
|
$2.48 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
41,302
shares
|
$2.44 Million
1.71% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
41,226
shares
|
$2.44 Million
1.48% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
40,930
shares
|
$2.42 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
40,755
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
40,677
shares
|
$2.41 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
39,988
shares
|
$2.36 Million
1.46% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
39,889
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 217.23%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
39,135
shares
|
$2.31 Million
0.83% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
39,103
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
37,875
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
37,670
shares
|
$2.23 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
36,921
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
36,728
shares
|
$2.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
36,422
shares
|
$2.15 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
35,759
shares
|
$2.11 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
35,665
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
35,503
shares
|
$2.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
35,159
shares
|
$2.08 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
33,973
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,343
shares
|
$1.97 Million
0.46% of portfolio
|
Q4 2023
Added 220.39%
|