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 |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
33,052
shares
|
$1.95 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
32,777
shares
|
$1.94 Million
1.03% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
32,650
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,615
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,280
shares
|
$1.91 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
32,004
shares
|
$1.89 Million
1.48% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,371
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Aug 06, 2025 Q2 2025 |
30,944
shares
|
$1.83 Million
1.53% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
30,674
shares
|
$1.81 Million
1.25% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
30,439
shares
|
$1.8 Million
0.33% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,370
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
29,774
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
29,701
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
29,516
shares
|
$1.75 Million
0.44% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
29,190
shares
|
$1.73 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,452
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2023
Added 76.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
28,361
shares
|
$1.68 Million
0.15% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
28,284
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
28,257
shares
|
$1.67 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
28,109
shares
|
$1.66 Million
1.37% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
27,944
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2025
Reduced 34.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
27,800
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
27,493
shares
|
$1.63 Million
1.49% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
27,446
shares
|
$1.62 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
27,208
shares
|
$1.61 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.62%
|