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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
26,711
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
26,388
shares
|
$1.56 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
26,044
shares
|
$1.54 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
26,044
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
26,024
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
25,788
shares
|
$1.52 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
25,658
shares
|
$1.52 Million
1.07% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
25,324
shares
|
$1.5 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,998
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2023
Reduced 22.39%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
24,854
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
24,844
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2022
Added 75.91%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
24,602
shares
|
$1.45 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
24,165
shares
|
$1.43 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
23,941
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
23,753
shares
|
$1.4 Million
0.47% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
23,466
shares
|
$1.39 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,325
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 100.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
22,975
shares
|
$1.36 Million
0.69% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
22,800
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
22,626
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
22,595
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
22,360
shares
|
$1.32 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
22,195
shares
|
$1.31 Million
0.38% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
21,846
shares
|
$1.29 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
21,729
shares
|
$1.28 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.66%
|