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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,204
shares
|
$239,375
0.01% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
4,176
shares
|
$237,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
4,113
shares
|
$234,194
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
4,094
shares
|
$233,112
0.04% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,080
shares
|
$232,315
0.05% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,071
shares
|
$231,802
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
4,050
shares
|
$230,607
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
4,050
shares
|
$230,607
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,027
shares
|
$229,297
0.0% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
4,025
shares
|
$229,183
0.08% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,023
shares
|
$229,069
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
4,000
shares
|
$227,760
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
|
$227,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,983
shares
|
$226,792
0.03% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,956
shares
|
$225,254
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
3,920
shares
|
$223,204
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,911
shares
|
$222,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$222,066
0.0% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
3,868
shares
|
$220,243
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,855
shares
|
$219,503
0.01% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,825
shares
|
$217,795
0.0% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
3,800
shares
|
$216,372
0.0% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,785
shares
|
$215,517
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$213,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,717
shares
|
$211,645
0.06% of portfolio
|
Q3 2025
New holding
|
|