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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
8,182
shares
|
$466,537
0.02% of portfolio
|
Q2 2025
Added 231.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,103
shares
|
$462,033
0.02% of portfolio
|
Q2 2025
Reduced 72.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,090
shares
|
$461,291
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
7,982
shares
|
$455,133
0.06% of portfolio
|
Q3 2025
Added 433.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,961
shares
|
$453,936
0.01% of portfolio
|
Q3 2025
Added 63.04%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
7,939
shares
|
$452,681
0.34% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
7,762
shares
|
$442,589
0.06% of portfolio
|
Q1 2025
Added 94.63%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
7,755
shares
|
$442,190
0.02% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,714
shares
|
$439,852
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,593
shares
|
$432,952
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,548
shares
|
$430,386
0.04% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
7,469
shares
|
$425,882
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
7,461
shares
|
$425,426
0.11% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
7,439
shares
|
$424,171
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,397
shares
|
$421,776
0.01% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
7,395
shares
|
$421,662
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
7,358
shares
|
$419,553
0.06% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$417,386
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,303
shares
|
$416,417
0.01% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
7,271
shares
|
$414,592
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
7,261
shares
|
$414,022
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
7,242
shares
|
$412,938
0.33% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,211
shares
|
$411,171
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
7,211
shares
|
$411,171
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
7,150
shares
|
$407,693
0.36% of portfolio
|
Q4 2022
Reduced 16.37%
|