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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
6,799
shares
|
$402,024
0.02% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
6,762
shares
|
$399,837
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
6,748
shares
|
$399,009
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,746
shares
|
$398,890
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
6,702
shares
|
$396,289
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
6,693
shares
|
$395,757
0.15% of portfolio
|
Q2 2025
Reduced 50.03%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,689
shares
|
$395,520
0.15% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
6,664
shares
|
$394,042
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,623
shares
|
$391,617
0.07% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$390,198
0.0% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
6,563
shares
|
$388,070
0.37% of portfolio
|
Q2 2025
Reduced 52.21%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,516
shares
|
$385,291
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
6,481
shares
|
$383,221
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
6,451
shares
|
$381,447
3.93% of portfolio
|
Q2 2025
Reduced 95.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,358
shares
|
$375,948
0.05% of portfolio
|
Q1 2023
Reduced 3.78%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
6,309
shares
|
$373,051
0.1% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
6,305
shares
|
$372,814
0.26% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
6,300
shares
|
$372,519
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,296
shares
|
$372,282
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
6,269
shares
|
$370,685
0.24% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
6,253
shares
|
$369,739
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
6,090
shares
|
$360,101
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,064
shares
|
$358,564
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
6,058
shares
|
$358,209
0.09% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
6,036
shares
|
$356,908
0.07% of portfolio
|
Q2 2021
New holding
|