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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,323
shares
|
$1.02 Million
0.68% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
17,131
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
17,033
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,962
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
16,876
shares
|
$997,877
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
16,848
shares
|
$996,222
0.02% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
16,714
shares
|
$988,298
0.57% of portfolio
|
Q1 2024
Added 29.07%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
16,607
shares
|
$981,971
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
16,581
shares
|
$980,434
0.45% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
16,501
shares
|
$975,704
0.4% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
16,490
shares
|
$975,053
0.04% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
16,256
shares
|
$961,217
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,188
shares
|
$957,196
0.01% of portfolio
|
Q1 2025
Added 81.74%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
16,169
shares
|
$956,072
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
16,116
shares
|
$952,939
0.65% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
16,086
shares
|
$951,165
0.17% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
16,080
shares
|
$950,810
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,996
shares
|
$945,843
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
15,986
shares
|
$945,252
0.42% of portfolio
|
Q2 2025
Added 97.07%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,822
shares
|
$935,554
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
15,816
shares
|
$935,200
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,732
shares
|
$930,233
0.02% of portfolio
|
Q2 2025
Added 56.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
15,587
shares
|
$921,659
0.07% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,526
shares
|
$918,052
0.58% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,485
shares
|
$915,628
0.48% of portfolio
|
Q2 2025
Reduced 8.97%
|