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 |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
6,213
shares
|
$354,265
0.24% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
6,153
shares
|
$350,844
0.12% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
6,116
shares
|
$348,734
0.26% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
6,090
shares
|
$347,251
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,064
shares
|
$345,769
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
6,058
shares
|
$345,427
0.09% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,932
shares
|
$338,242
0.26% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,906
shares
|
$336,760
0.02% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
5,892
shares
|
$335,961
0.17% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
5,865
shares
|
$334,422
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,844
shares
|
$333,224
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,844
shares
|
$333,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
5,814
shares
|
$331,514
0.23% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,744
shares
|
$327,522
0.0% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,722
shares
|
$326,268
0.11% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,720
shares
|
$326,154
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
5,699
shares
|
$324,956
0.04% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
5,681
shares
|
$323,930
0.03% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
5,676
shares
|
$323,645
0.19% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$323,303
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,634
shares
|
$321,250
0.01% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,605
shares
|
$319,597
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,604
shares
|
$319,540
0.13% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
5,589
shares
|
$318,684
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,567
shares
|
$317,430
0.0% of portfolio
|
Q3 2025
Added 0.32%
|