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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
13,221
shares
|
$781,757
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
13,112
shares
|
$775,312
0.1% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
13,061
shares
|
$772,296
0.35% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
13,020
shares
|
$769,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,902
shares
|
$762,895
0.0% of portfolio
|
Q1 2025
Added 188.57%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
12,900
shares
|
$762,777
0.21% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
12,868
shares
|
$760,884
0.05% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
12,802
shares
|
$756,982
0.27% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
12,791
shares
|
$756,331
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
12,623
shares
|
$746,397
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
12,271
shares
|
$725,584
0.47% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
12,271
shares
|
$725,584
0.04% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
12,259
shares
|
$724,874
0.58% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
12,251
shares
|
$724,401
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,218
shares
|
$722,450
0.03% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
12,186
shares
|
$720,558
0.08% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,131
shares
|
$717,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,103
shares
|
$715,650
0.02% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,089
shares
|
$714,822
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,041
shares
|
$711,984
0.01% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
11,993
shares
|
$709,146
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
11,942
shares
|
$706,130
0.27% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,834
shares
|
$699,744
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
11,826
shares
|
$699,271
0.13% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
11,787
shares
|
$696,965
0.01% of portfolio
|
Q4 2022
New holding
|