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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,447
shares
|
$85,561
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,329
shares
|
$78,583
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,328
shares
|
$78,524
0.0% of portfolio
|
Q4 2024
Reduced 89.51%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,318
shares
|
$77,933
0.02% of portfolio
|
Q2 2025
Reduced 22.88%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,301
shares
|
$76,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,300
shares
|
$76,869
0.01% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,292
shares
|
$76,395
0.03% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,285
shares
|
$75,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,264
shares
|
$74,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,233
shares
|
$72,907
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,213
shares
|
$71,724
0.03% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,206
shares
|
$71,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,180
shares
|
$69,773
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,123
shares
|
$66,402
0.0% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,116
shares
|
$65,989
0.01% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,101
shares
|
$65,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,036
shares
|
$61,258
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,009
shares
|
$59,662
0.01% of portfolio
|
Q2 2025
Reduced 85.22%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
976
shares
|
$57,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
976
shares
|
$57,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
942
shares
|
$55,700
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
832
shares
|
$49,196
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
786
shares
|
$46,476
0.02% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
749
shares
|
$44,288
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
729
shares
|
$43,105
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|