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 803 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 $9.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,742
shares
|
$619,061
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
10,735
shares
|
$618,658
0.3% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
10,658
shares
|
$614,220
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
10,648
shares
|
$613,644
0.07% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,309
shares
|
$594,107
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
10,305
shares
|
$593,877
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
10,254
shares
|
$590,938
0.36% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,221
shares
|
$589,036
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
10,183
shares
|
$586,846
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
10,171
shares
|
$586,154
0.03% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,124
shares
|
$583,446
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
10,079
shares
|
$580,852
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
10,036
shares
|
$578,374
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
|
$576,300
0.05% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,985
shares
|
$575,435
0.02% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
9,961
shares
|
$574,052
0.14% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
9,758
shares
|
$562,353
0.18% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
9,636
shares
|
$555,322
0.07% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
9,592
shares
|
$552,786
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,503
shares
|
$547,657
0.07% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
9,470
shares
|
$545,756
0.02% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
9,428
shares
|
$543,335
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,426
shares
|
$543,220
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,370
shares
|
$539,993
0.02% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,367
shares
|
$539,820
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|