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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,637
shares
|
$688,095
0.0% of portfolio
|
Q2 2025
Added 29.73%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
11,630
shares
|
$687,681
0.27% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
11,612
shares
|
$686,617
0.34% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
11,507
shares
|
$680,408
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,505
shares
|
$680,290
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
11,435
shares
|
$676,151
0.25% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$661,605
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
11,140
shares
|
$658,708
0.01% of portfolio
|
Q2 2025
Added 525.14%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
11,082
shares
|
$655,278
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$653,445
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
11,019
shares
|
$651,553
0.21% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
10,986
shares
|
$649,602
0.31% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
10,882
shares
|
$643,452
0.02% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$641,442
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
10,830
shares
|
$640,377
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
10,820
shares
|
$639,786
0.43% of portfolio
|
Q2 2025
Added 80.48%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
10,760
shares
|
$636,238
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,742
shares
|
$635,174
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
10,658
shares
|
$630,207
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
10,648
shares
|
$629,616
0.01% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,545
shares
|
$623,525
0.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$609,571
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
10,305
shares
|
$609,334
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,255
shares
|
$606,378
0.02% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
10,254
shares
|
$606,319
0.36% of portfolio
|
Q1 2025
Added 0.29%
|