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 806 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 $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,811
shares
|
$277,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,712
shares
|
$271,552
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
4,697
shares
|
$270,688
0.15% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,686
shares
|
$270,054
0.03% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,638
shares
|
$267,287
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
4,611
shares
|
$265,731
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
4,602
shares
|
$265,213
0.05% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,581
shares
|
$264,003
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
4,564
shares
|
$263,023
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,521
shares
|
$260,545
0.05% of portfolio
|
Q3 2022
Reduced 6.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
4,483
shares
|
$258,355
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,461
shares
|
$257,087
0.01% of portfolio
|
Q3 2025
Reduced 14.8%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,457
shares
|
$256,856
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,457
shares
|
$256,856
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,412
shares
|
$254,263
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4,397
shares
|
$253,399
0.2% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
4,390
shares
|
$252,995
0.03% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
4,362
shares
|
$251,382
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
4,320
shares
|
$248,961
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,301
shares
|
$247,866
0.0% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,297
shares
|
$247,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,296
shares
|
$247,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,236
shares
|
$244,120
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,204
shares
|
$242,276
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
4,176
shares
|
$240,662
0.0% of portfolio
|
Q3 2025
New holding
|