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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
9,033
shares
|
$534,121
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$532,406
0.03% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
8,876
shares
|
$524,837
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,815
shares
|
$521,230
0.0% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,789
shares
|
$519,693
0.01% of portfolio
|
Q2 2025
Added 84.45%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
8,730
shares
|
$516,204
0.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
8,700
shares
|
$514,431
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,672
shares
|
$512,775
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
8,652
shares
|
$511,592
0.02% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
8,619
shares
|
$509,641
0.21% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
8,608
shares
|
$508,991
0.04% of portfolio
|
Q2 2025
Added 56.88%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,550
shares
|
$505,561
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,549
shares
|
$505,502
0.11% of portfolio
|
Q2 2023
Reduced 11.23%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,549
shares
|
$505,502
0.09% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,512
shares
|
$503,314
0.01% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,374
shares
|
$495,154
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,317
shares
|
$491,784
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,289
shares
|
$490,128
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,182
shares
|
$483,801
0.02% of portfolio
|
Q2 2025
Added 231.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,103
shares
|
$479,130
0.02% of portfolio
|
Q2 2025
Reduced 72.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,090
shares
|
$478,361
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
7,939
shares
|
$469,433
0.51% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
7,900
shares
|
$467,127
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,767
shares
|
$459,262
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,762
shares
|
$458,967
0.06% of portfolio
|
Q1 2025
Added 94.63%
|