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 |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
4,113
shares
|
$237,032
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
4,094
shares
|
$235,937
0.04% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,080
shares
|
$235,130
0.05% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,071
shares
|
$234,611
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
4,050
shares
|
$233,401
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
4,025
shares
|
$231,960
0.08% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,023
shares
|
$231,845
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
4,000
shares
|
$230,520
0.09% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,990
shares
|
$229,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,983
shares
|
$229,540
0.03% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,969
shares
|
$228,733
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,959
shares
|
$228,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,956
shares
|
$227,984
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
3,920
shares
|
$225,909
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$224,757
0.0% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
3,868
shares
|
$222,912
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,855
shares
|
$222,163
0.01% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,844
shares
|
$221,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
3,800
shares
|
$218,994
0.0% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,785
shares
|
$218,129
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$215,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,717
shares
|
$214,210
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,709
shares
|
$213,749
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
3,700
shares
|
$213,231
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
3,653
shares
|
$210,522
0.04% of portfolio
|
Q3 2025
New holding
|