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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
15,478
shares
|
$915,214
0.64% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
15,475
shares
|
$915,036
0.02% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,344
shares
|
$907,290
0.26% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
15,281
shares
|
$903,565
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,134
shares
|
$894,873
0.0% of portfolio
|
Q3 2023
Added 7.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
15,120
shares
|
$894,045
0.05% of portfolio
|
Q2 2025
Added 178.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,973
shares
|
$885,353
0.07% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
14,815
shares
|
$876,010
0.25% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$871,635
0.62% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,631
shares
|
$865,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
14,516
shares
|
$858,331
0.09% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,421
shares
|
$852,713
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
14,378
shares
|
$850,171
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,362
shares
|
$849,225
0.03% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
14,347
shares
|
$848,338
0.05% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
14,341
shares
|
$847,983
0.38% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
14,222
shares
|
$840,946
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
14,021
shares
|
$829,061
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
13,953
shares
|
$825,040
0.36% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,940
shares
|
$824,272
0.28% of portfolio
|
Q1 2024
Reduced 3.82%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
13,845
shares
|
$818,654
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,822
shares
|
$817,294
0.49% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
13,385
shares
|
$791,455
0.09% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,267
shares
|
$784,477
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
13,243
shares
|
$783,058
0.06% of portfolio
|
Q2 2025
Reduced 40.4%
|