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 802 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $9.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
2,238
shares
|
$127,610
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,215
shares
|
$126,299
0.06% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$124,759
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,054
shares
|
$117,119
0.02% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,983
shares
|
$113,070
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,954
shares
|
$111,417
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$109,934
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$98,644
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,657
shares
|
$94,482
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,620
shares
|
$92,372
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,609
shares
|
$91,745
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,550
shares
|
$88,381
0.01% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$85,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,447
shares
|
$82,507
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,329
shares
|
$75,779
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,329
shares
|
$75,779
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,318
shares
|
$75,152
0.02% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,301
shares
|
$74,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,300
shares
|
$74,126
0.01% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,292
shares
|
$73,669
0.03% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,264
shares
|
$72,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1,237
shares
|
$70,533
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,233
shares
|
$70,305
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,224
shares
|
$69,792
0.01% of portfolio
|
Q3 2025
Added 70.71%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,213
shares
|
$69,165
0.03% of portfolio
|
Q1 2025
Added 29.18%
|