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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
21,846
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
21,668
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
21,638
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 43.11%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
21,591
shares
|
$1.23 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,309
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,296
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
21,173
shares
|
$1.21 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
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
20,648
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,172
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
19,868
shares
|
$1.13 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
19,687
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
19,662
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,583
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2023
Added 12.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
19,137
shares
|
$1.09 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
19,137
shares
|
$1.09 Million
0.5% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
19,016
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
18,727
shares
|
$1.07 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
18,677
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2022
Added 85.4%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
18,670
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
18,361
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
18,230
shares
|
$1.04 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
18,230
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
17,634
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 48.09%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,580
shares
|
$1 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.51%
|