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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$80.6 Million
3.73% of portfolio
|
Q3 2022
Reduced 10.4%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
1,337,702
shares
|
$79.1 Million
21.47% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,321,201
shares
|
$78.1 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,198,473
shares
|
$70.9 Million
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,185,067
shares
|
$70.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
1,168,197
shares
|
$69.1 Million
18.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,100,761
shares
|
$65.1 Million
0.11% of portfolio
|
Q2 2025
Added 59.42%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,100,428
shares
|
$65.1 Million
4.15% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
976,037
shares
|
$57.7 Million
18.99% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
926,004
shares
|
$54.8 Million
0.25% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
922,479
shares
|
$54.5 Million
1.14% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
903,198
shares
|
$53.4 Million
18.47% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
880,267
shares
|
$52.1 Million
2.13% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
860,757
shares
|
$50.9 Million
0.07% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
860,349
shares
|
$50.9 Million
0.07% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
838,424
shares
|
$49.6 Million
20.95% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
835,698
shares
|
$49.4 Million
2.77% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
813,319
shares
|
$48.1 Million
10.18% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
797,666
shares
|
$47.2 Million
1.96% of portfolio
|
Q3 2022
Reduced 7.74%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
794,874
shares
|
$47 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
776,401
shares
|
$45.9 Million
8.32% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
724,343
shares
|
$42.8 Million
1.64% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
708,143
shares
|
$41.9 Million
2.89% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
705,637
shares
|
$41.7 Million
2.31% of portfolio
|
Q2 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
691,301
shares
|
$40.9 Million
10.22% of portfolio
|
Q2 2025
Added 7.6%
|