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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,920
shares
|
$172,659
0.01% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,891
shares
|
$170,944
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,829
shares
|
$167,278
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,824
shares
|
$166,983
0.0% of portfolio
|
Q1 2024
Reduced 2.96%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,655
shares
|
$156,990
0.0% of portfolio
|
Q2 2025
Reduced 26.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$154,624
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$153,205
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,518
shares
|
$148,889
0.03% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
2,500
shares
|
$147,825
0.03% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,363
shares
|
$139,724
0.07% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
2,352
shares
|
$139,073
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,247
shares
|
$132,865
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,238
shares
|
$132,332
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,215
shares
|
$130,972
0.07% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$129,376
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,054
shares
|
$121,453
0.02% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,954
shares
|
$115,540
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$114,002
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$102,294
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,651
shares
|
$97,623
0.11% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,608
shares
|
$95,081
0.0% of portfolio
|
Q2 2025
Reduced 68.41%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,557
shares
|
$92,065
0.0% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,550
shares
|
$91,651
0.01% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$88,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,495
shares
|
$88,399
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|