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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,932
shares
|
$350,759
0.26% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,906
shares
|
$349,221
0.02% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
5,865
shares
|
$346,797
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,844
shares
|
$345,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,844
shares
|
$345,555
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
5,807
shares
|
$343,367
0.24% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,722
shares
|
$338,341
0.11% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,720
shares
|
$338,223
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
5,699
shares
|
$336,981
0.04% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$335,267
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
5,649
shares
|
$334,025
0.19% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,634
shares
|
$333,138
0.01% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,605
shares
|
$331,423
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
5,589
shares
|
$330,477
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,552
shares
|
$328,289
0.0% of portfolio
|
Q2 2025
Reduced 39.87%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,549
shares
|
$328,112
0.0% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
5,541
shares
|
$327,639
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
5,534
shares
|
$327,225
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
5,455
shares
|
$322,554
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,323
shares
|
$314,748
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,316
shares
|
$314,335
0.24% of portfolio
|
Q2 2025
Added 35.75%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
5,310
shares
|
$313,980
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,288
shares
|
$312,679
0.08% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
5,279
shares
|
$312,147
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,261
shares
|
$311,082
0.19% of portfolio
|
Q2 2025
Reduced 41.15%
|