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 |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
7,150
shares
|
$412,054
0.36% of portfolio
|
Q4 2022
Reduced 16.37%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,053
shares
|
$406,464
0.01% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$400,355
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
6,881
shares
|
$396,552
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,867
shares
|
$395,745
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,840
shares
|
$394,189
0.01% of portfolio
|
Q2 2025
Added 39.11%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,817
shares
|
$392,863
0.06% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
6,799
shares
|
$391,826
0.02% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
6,762
shares
|
$389,694
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
6,748
shares
|
$388,887
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,746
shares
|
$388,771
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
6,693
shares
|
$385,717
0.15% of portfolio
|
Q2 2025
Reduced 50.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
6,661
shares
|
$383,873
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
6,623
shares
|
$381,683
0.07% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,599
shares
|
$380,300
0.0% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,518
shares
|
$375,632
0.14% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,516
shares
|
$375,517
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
6,481
shares
|
$373,500
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
6,479
shares
|
$373,384
0.07% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,342
shares
|
$365,489
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
6,335
shares
|
$365,086
0.26% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6,322
shares
|
$364,336
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
6,300
shares
|
$363,069
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
6,263
shares
|
$360,936
0.27% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,261
shares
|
$360,821
0.02% of portfolio
|
Q2 2025
Added 0.56%
|