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 |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
32,916
shares
|
$1.88 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
32,636
shares
|
$1.86 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
32,618
shares
|
$1.86 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,615
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
32,354
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
32,280
shares
|
$1.84 Million
0.67% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
32,218
shares
|
$1.84 Million
0.6% of portfolio
|
Q3 2025
Reduced 28.09%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
32,004
shares
|
$1.82 Million
1.48% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,371
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
Nov 04, 2025 Q3 2025 |
30,875
shares
|
$1.76 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
30,802
shares
|
$1.76 Million
1.26% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
30,439
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,370
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
30,187
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
29,701
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
29,690
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
29,456
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
28,927
shares
|
$1.65 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
28,452
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2023
Added 76.36%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
28,345
shares
|
$1.62 Million
0.52% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
28,257
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
28,248
shares
|
$1.61 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,818
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
27,767
shares
|
$1.58 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
27,232
shares
|
$1.55 Million
0.86% of portfolio
|
Q3 2025
Added 0.09%
|