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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
14,021
shares
|
$799,477
0.05% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
13,902
shares
|
$792,692
0.24% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
13,845
shares
|
$789,441
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
13,651
shares
|
$778,380
0.37% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13,597
shares
|
$775,300
0.1% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
13,385
shares
|
$763,212
0.1% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,267
shares
|
$756,484
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
13,243
shares
|
$755,115
0.06% of portfolio
|
Q2 2025
Reduced 40.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
13,221
shares
|
$753,861
0.41% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
13,020
shares
|
$742,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,902
shares
|
$735,672
0.0% of portfolio
|
Q1 2025
Added 188.57%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
12,868
shares
|
$733,733
0.05% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
12,802
shares
|
$729,970
0.26% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
12,791
shares
|
$729,342
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
12,775
shares
|
$728,430
0.03% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
12,623
shares
|
$719,763
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,569
shares
|
$716,684
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
12,343
shares
|
$703,797
0.58% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
12,314
shares
|
$702,144
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
12,271
shares
|
$699,692
0.47% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
12,271
shares
|
$699,692
0.04% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
12,251
shares
|
$698,552
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
12,186
shares
|
$694,845
0.08% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,131
shares
|
$691,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,104
shares
|
$690,170
0.01% of portfolio
|
Q3 2025
Added 0.01%
|