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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,686
shares
|
$277,083
0.03% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,625
shares
|
$273,476
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
4,611
shares
|
$272,648
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
4,602
shares
|
$272,116
0.05% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,593
shares
|
$271,584
0.01% of portfolio
|
Q2 2025
Added 197.47%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
4,555
shares
|
$269,337
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,521
shares
|
$267,326
0.05% of portfolio
|
Q3 2022
Reduced 6.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,483
shares
|
$265,079
0.01% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,483
shares
|
$265,079
0.03% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,457
shares
|
$263,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,457
shares
|
$263,542
0.01% of portfolio
|
Q2 2024
Reduced 7.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,435
shares
|
$262,241
0.0% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
4,428
shares
|
$261,827
0.13% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,412
shares
|
$260,881
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
4,390
shares
|
$259,580
0.03% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
4,375
shares
|
$258,693
0.2% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
4,320
shares
|
$255,441
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,297
shares
|
$254,081
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,296
shares
|
$254,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,234
shares
|
$250,356
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,204
shares
|
$248,582
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
4,130
shares
|
$244,206
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
4,114
shares
|
$243,260
0.05% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
4,113
shares
|
$243,201
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
4,098
shares
|
$242,314
0.08% of portfolio
|
Q2 2025
Added 1.81%
|