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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,528
shares
|
$999,446
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
17,503
shares
|
$998,021
0.53% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
17,398
shares
|
$992,033
0.46% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
17,385
shares
|
$991,292
0.64% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,382
shares
|
$991,121
0.02% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,323
shares
|
$987,757
0.68% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,085
shares
|
$974,186
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
17,033
shares
|
$971,221
0.23% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
16,968
shares
|
$967,515
0.17% of portfolio
|
Q3 2025
Reduced 72.52%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,962
shares
|
$967,173
0.1% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
16,876
shares
|
$962,269
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
16,714
shares
|
$953,032
0.57% of portfolio
|
Q1 2024
Added 29.07%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
16,681
shares
|
$951,150
0.57% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
16,634
shares
|
$948,470
0.41% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,519
shares
|
$941,913
0.01% of portfolio
|
Q3 2025
Added 272.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
16,507
shares
|
$941,229
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
16,475
shares
|
$939,404
0.43% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
16,285
shares
|
$928,570
0.02% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
16,226
shares
|
$925,206
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
16,188
shares
|
$923,039
0.01% of portfolio
|
Q1 2025
Added 81.74%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
16,169
shares
|
$921,956
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
16,162
shares
|
$921,557
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
16,145
shares
|
$920,587
0.5% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
16,116
shares
|
$918,934
0.65% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
16,080
shares
|
$916,881
0.06% of portfolio
|
Q3 2021
New holding
|