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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
4,094
shares
|
$242,078
0.04% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,090
shares
|
$241,841
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
4,050
shares
|
$239,476
0.17% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,004
shares
|
$236,756
0.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
4,000
shares
|
$236,520
0.09% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,963
shares
|
$234,332
0.0% of portfolio
|
Q2 2025
Reduced 54.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,959
shares
|
$234,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,956
shares
|
$233,918
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,902
shares
|
$230,725
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,868
shares
|
$228,714
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,844
shares
|
$227,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
3,800
shares
|
$224,694
0.0% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,775
shares
|
$223,215
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,768
shares
|
$222,801
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$221,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
3,716
shares
|
$219,727
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
3,709
shares
|
$219,313
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,667
shares
|
$216,829
0.14% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
3,605
shares
|
$213,163
0.14% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,408
shares
|
$201,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,296
shares
|
$194,892
0.02% of portfolio
|
Q1 2024
Reduced 34.26%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,175
shares
|
$187,737
0.08% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,139
shares
|
$185,609
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,123
shares
|
$184,662
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$177,390
0.13% of portfolio
|
Q2 2025
Reduced 36.84%
|