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 807 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
16,188
shares
|
$921,744
0.02% of portfolio
|
Q1 2025
Added 81.74%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
16,169
shares
|
$920,662
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
16,162
shares
|
$920,264
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
16,145
shares
|
$919,296
0.5% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
16,116
shares
|
$917,645
0.65% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
16,080
shares
|
$915,595
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,822
shares
|
$900,904
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
15,818
shares
|
$900,676
0.17% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
15,816
shares
|
$900,563
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
15,669
shares
|
$892,192
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,526
shares
|
$884,050
0.58% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15,486
shares
|
$881,772
0.02% of portfolio
|
Q3 2025
Added 39.01%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
15,478
shares
|
$881,317
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
15,475
shares
|
$881,146
0.02% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
15,427
shares
|
$878,413
0.03% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
15,317
shares
|
$872,149
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,232
shares
|
$867,310
0.02% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,134
shares
|
$861,729
0.0% of portfolio
|
Q3 2023
Added 7.6%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
14,933
shares
|
$850,285
0.23% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,781
shares
|
$841,630
0.02% of portfolio
|
Q3 2025
Added 221.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,746
shares
|
$839,637
0.07% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$839,352
0.62% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
14,534
shares
|
$827,565
0.24% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
14,516
shares
|
$826,541
0.08% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,349
shares
|
$817,032
0.05% of portfolio
|
Q3 2025
Added 0.01%
|