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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
690,456
shares
|
$40.8 Million
4.85% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
640,246
shares
|
$37.9 Million
19.93% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
608,546
shares
|
$36 Million
15.26% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
601,814
shares
|
$35.6 Million
0.74% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
586,205
shares
|
$34.7 Million
4.13% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
539,287
shares
|
$31.9 Million
0.25% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
535,869
shares
|
$31.7 Million
25.82% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
526,750
shares
|
$31.1 Million
8.73% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
507,099
shares
|
$30 Million
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
506,498
shares
|
$29.9 Million
0.05% of portfolio
|
Q2 2025
Added 33.74%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
498,843
shares
|
$29.5 Million
2.26% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
498,065
shares
|
$29.5 Million
4.17% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
491,885
shares
|
$29.1 Million
6.61% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
485,275
shares
|
$28.7 Million
0.94% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
482,301
shares
|
$28.5 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
472,943
shares
|
$28 Million
3.25% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
466,855
shares
|
$27.6 Million
6.4% of portfolio
|
Q3 2022
Added 3.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
466,243
shares
|
$27.6 Million
16.02% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
465,775
shares
|
$27.5 Million
0.21% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
464,470
shares
|
$27.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
453,903
shares
|
$26.8 Million
18.31% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
453,080
shares
|
$26.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
452,257
shares
|
$26.7 Million
4.53% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
449,800
shares
|
$26.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
437,580
shares
|
$25.9 Million
7.39% of portfolio
|
Q2 2025
Added 1.97%
|