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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,089
shares
|
$689,314
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,041
shares
|
$686,577
0.01% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
11,993
shares
|
$683,840
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
11,942
shares
|
$680,932
0.27% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,844
shares
|
$675,344
0.19% of portfolio
|
Q3 2025
Added 67.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,834
shares
|
$674,774
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
11,826
shares
|
$674,318
0.13% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
11,787
shares
|
$672,094
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,637
shares
|
$663,541
0.0% of portfolio
|
Q2 2025
Added 29.73%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
11,630
shares
|
$663,142
0.27% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
11,612
shares
|
$662,116
0.34% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
11,508
shares
|
$656,186
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,505
shares
|
$656,015
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
11,435
shares
|
$652,023
0.25% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
11,189
shares
|
$637,996
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
11,082
shares
|
$631,895
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
11,051
shares
|
$630,128
0.78% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,050
shares
|
$630,071
0.17% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
11,049
shares
|
$630,013
0.29% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
10,986
shares
|
$626,421
0.31% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
10,892
shares
|
$621,061
0.34% of portfolio
|
Q3 2025
Reduced 29.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,848
shares
|
$618,552
0.05% of portfolio
|
Q4 2022
Reduced 14.02%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
10,830
shares
|
$617,526
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
10,820
shares
|
$616,956
0.43% of portfolio
|
Q2 2025
Added 80.48%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
10,760
shares
|
$613,535
0.34% of portfolio
|
Q4 2024
New holding
|