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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
7,707
shares
|
$455,714
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
7,593
shares
|
$448,974
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
7,591
shares
|
$448,855
0.11% of portfolio
|
Q2 2021
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,449
shares
|
$440,459
0.18% of portfolio
|
Q2 2025
Added 63.46%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
7,436
shares
|
$439,690
0.32% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,397
shares
|
$437,384
0.01% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
7,358
shares
|
$435,078
0.06% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,333
shares
|
$433,600
0.04% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
7,328
shares
|
$433,304
0.15% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$432,831
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
7,303
shares
|
$431,826
0.01% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
7,271
shares
|
$429,934
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
7,261
shares
|
$429,342
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,211
shares
|
$426,386
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,211
shares
|
$426,386
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
7,150
shares
|
$422,779
0.36% of portfolio
|
Q4 2022
Reduced 16.37%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
7,122
shares
|
$421,123
0.04% of portfolio
|
Q2 2025
Reduced 87.25%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
7,089
shares
|
$419,172
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,053
shares
|
$417,043
0.01% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
7,029
shares
|
$415,624
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
6,947
shares
|
$410,776
0.3% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$410,776
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,867
shares
|
$406,045
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
6,845
shares
|
$404,744
0.02% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,840
shares
|
$404,449
0.01% of portfolio
|
Q2 2025
Added 39.11%
|