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 779 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 $9.54 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
|
$38.8 Million
4.85% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
685,274
shares
|
$38.5 Million
0.88% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
667,003
shares
|
$37.5 Million
2.77% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
640,246
shares
|
$36 Million
19.93% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
563,732
shares
|
$31.7 Million
15.14% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
544,487
shares
|
$30.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
535,869
shares
|
$30.1 Million
25.82% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
527,987
shares
|
$29.7 Million
4.18% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
515,177
shares
|
$28.9 Million
8.91% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
507,294
shares
|
$28.5 Million
0.25% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
507,099
shares
|
$28.5 Million
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
500,785
shares
|
$28.1 Million
0.09% of portfolio
|
Q1 2025
Added 45.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
492,571
shares
|
$27.7 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
491,885
shares
|
$27.6 Million
6.61% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
487,367
shares
|
$27.4 Million
5.54% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
485,275
shares
|
$27.3 Million
0.94% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
482,301
shares
|
$27.1 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
466,855
shares
|
$26.2 Million
6.4% of portfolio
|
Q3 2022
Added 3.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
466,243
shares
|
$26.2 Million
16.02% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
458,393
shares
|
$25.7 Million
3.35% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
456,398
shares
|
$25.6 Million
3.92% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
453,903
shares
|
$25.5 Million
18.31% of portfolio
|
Q2 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
452,257
shares
|
$25.4 Million
4.53% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
434,857
shares
|
$24.4 Million
0.03% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
431,620
shares
|
$24.2 Million
12.8% of portfolio
|
Q2 2025
Reduced 1.15%
|