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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,367
shares
|
$539,820
0.01% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
9,338
shares
|
$538,148
0.02% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$536,247
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
9,305
shares
|
$536,247
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
9,208
shares
|
$530,657
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
9,127
shares
|
$525,989
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,120
shares
|
$525,585
0.02% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
9,100
shares
|
$524,433
0.09% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
9,053
shares
|
$521,724
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
9,033
shares
|
$520,571
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$518,900
0.03% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
8,876
shares
|
$511,523
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,815
shares
|
$508,008
0.0% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,789
shares
|
$506,510
0.01% of portfolio
|
Q2 2025
Added 84.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,757
shares
|
$504,665
0.01% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
8,700
shares
|
$501,381
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
8,672
shares
|
$499,767
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
8,660
shares
|
$499,075
0.22% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
8,652
shares
|
$498,614
0.02% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,573
shares
|
$494,061
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,549
shares
|
$492,678
0.09% of portfolio
|
Q2 2023
Reduced 11.23%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
8,467
shares
|
$487,953
0.29% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,458
shares
|
$487,434
0.06% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
8,420
shares
|
$485,244
0.04% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,374
shares
|
$482,593
0.01% of portfolio
|
Q2 2025
New holding
|