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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
10,183
shares
|
$602,120
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
10,149
shares
|
$600,110
0.15% of portfolio
|
Q2 2025
Reduced 49.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,124
shares
|
$598,632
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
10,095
shares
|
$596,917
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
10,079
shares
|
$595,971
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,062
shares
|
$594,966
0.16% of portfolio
|
Q2 2025
Added 113.22%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
10,036
shares
|
$593,428
0.0% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$591,300
0.05% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
9,961
shares
|
$588,993
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,944
shares
|
$587,988
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
9,943
shares
|
$587,929
0.11% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
9,636
shares
|
$569,776
0.07% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
9,587
shares
|
$566,879
0.25% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
9,478
shares
|
$560,434
0.01% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
9,428
shares
|
$557,477
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
9,426
shares
|
$557,359
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
9,376
shares
|
$554,402
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,370
shares
|
$554,048
0.02% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$550,204
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
9,284
shares
|
$548,962
0.06% of portfolio
|
Q2 2025
Reduced 35.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,208
shares
|
$544,469
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
9,122
shares
|
$539,383
0.08% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,113
shares
|
$538,851
0.02% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,100
shares
|
$538,083
0.09% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
9,053
shares
|
$535,303
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|