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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
21,668
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,309
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,296
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
21,173
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
21,016
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
20,635
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Added 54.53%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
20,474
shares
|
$1.21 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
19,973
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,583
shares
|
$1.16 Million
0.36% of portfolio
|
Q1 2023
Added 12.58%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
19,047
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
19,016
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
18,894
shares
|
$1.12 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
18,852
shares
|
$1.11 Million
1.66% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
18,677
shares
|
$1.1 Million
0.85% of portfolio
|
Q4 2022
Added 85.4%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
18,641
shares
|
$1.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
18,100
shares
|
$1.07 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
17,815
shares
|
$1.05 Million
0.5% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
17,779
shares
|
$1.05 Million
0.41% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
17,735
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
17,592
shares
|
$1.04 Million
0.53% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,580
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
17,546
shares
|
$1.04 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,528
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,382
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
17,361
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
New holding
|