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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$77.2 Million
3.73% of portfolio
|
Q3 2022
Reduced 10.4%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,321,201
shares
|
$74.8 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,295,374
shares
|
$73.3 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,198,473
shares
|
$67.8 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
|
$67.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1,171,295
shares
|
$66.3 Million
18.08% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,095,335
shares
|
$62 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,062,293
shares
|
$60.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
976,037
shares
|
$55.3 Million
18.99% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
926,004
shares
|
$52.4 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
|
$52.2 Million
1.14% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
903,198
shares
|
$51.1 Million
18.47% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
880,267
shares
|
$49.8 Million
2.13% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
860,757
shares
|
$48.7 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
|
$48.7 Million
0.07% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
852,628
shares
|
$48.3 Million
16.93% of portfolio
|
Q3 2025
Added 33.17%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
838,816
shares
|
$47.5 Million
21.25% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
813,319
shares
|
$46 Million
10.18% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
797,666
shares
|
$45.2 Million
1.96% of portfolio
|
Q3 2022
Reduced 7.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
788,013
shares
|
$44.6 Million
2.5% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
777,675
shares
|
$44 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
763,549
shares
|
$43.2 Million
3.07% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
747,201
shares
|
$42.3 Million
7.28% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
734,847
shares
|
$41.6 Million
5.05% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
731,470
shares
|
$41.4 Million
1.59% of portfolio
|
Q3 2025
Added 0.98%
|