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 808 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
4,826
shares
|
$274,792
0.2% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,822
shares
|
$274,564
0.22% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,811
shares
|
$273,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,733
shares
|
$269,497
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
4,697
shares
|
$267,447
0.15% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,686
shares
|
$266,820
0.03% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,638
shares
|
$264,087
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
4,611
shares
|
$262,550
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,581
shares
|
$260,842
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
4,564
shares
|
$259,874
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,552
shares
|
$259,190
0.04% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,521
shares
|
$257,425
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
|
$255,262
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,461
shares
|
$254,009
0.01% of portfolio
|
Q3 2025
Reduced 14.8%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,457
shares
|
$253,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,457
shares
|
$253,781
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,428
shares
|
$252,130
0.01% of portfolio
|
Q3 2025
Reduced 39.02%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,412
shares
|
$251,219
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4,397
shares
|
$250,365
0.2% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
4,362
shares
|
$248,372
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
4,320
shares
|
$245,980
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,301
shares
|
$244,898
0.0% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,297
shares
|
$244,671
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
4,296
shares
|
$244,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,236
shares
|
$241,197
0.02% of portfolio
|
Q3 2025
New holding
|
|