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 808 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 $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,615
shares
|
$148,898
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,591
shares
|
$147,531
0.02% of portfolio
|
Q3 2022
Reduced 12.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,518
shares
|
$143,374
0.03% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
2,500
shares
|
$142,350
0.03% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,499
shares
|
$142,293
0.0% of portfolio
|
Q3 2025
Reduced 55.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,489
shares
|
$141,723
0.01% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,352
shares
|
$133,922
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,284
shares
|
$130,050
0.07% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
2,238
shares
|
$127,431
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,215
shares
|
$126,122
0.06% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,188
shares
|
$124,584
0.01% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,054
shares
|
$116,954
0.02% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,983
shares
|
$112,912
0.0% of portfolio
|
Q3 2025
Reduced 11.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,934
shares
|
$110,121
0.0% of portfolio
|
Q3 2025
Added 28.93%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,928
shares
|
$109,780
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,730
shares
|
$98,506
0.0% of portfolio
|
Q2 2022
Added 45.75%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,657
shares
|
$94,349
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,620
shares
|
$92,242
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,609
shares
|
$91,616
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,550
shares
|
$88,257
0.01% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,447
shares
|
$82,392
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,329
shares
|
$75,673
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,329
shares
|
$75,673
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,301
shares
|
$74,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,300
shares
|
$74,022
0.01% of portfolio
|
Q1 2025
Reduced 51.26%
|
|