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 807 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$1.58 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%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
26,943
shares
|
$1.53 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
26,674
shares
|
$1.52 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,242
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
26,117
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
25,987
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
25,857
shares
|
$1.47 Million
0.51% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
25,679
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
25,679
shares
|
$1.46 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
25,669
shares
|
$1.46 Million
1.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
25,324
shares
|
$1.44 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,998
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,844
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2022
Added 75.91%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
24,489
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
24,142
shares
|
$1.37 Million
1.16% of portfolio
|
Q3 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
23,799
shares
|
$1.36 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
23,690
shares
|
$1.35 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
23,634
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
23,466
shares
|
$1.34 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
23,466
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
23,138
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
22,975
shares
|
$1.31 Million
0.61% of portfolio
|
Q2 2025
Added 0.68%
|