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 776 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 |
---|---|---|---|---|---|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,285
shares
|
$72,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,233
shares
|
$69,257
0.04% of portfolio
|
Q4 2024
New holding
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,213
shares
|
$68,134
0.03% of portfolio
|
Q1 2025
Added 29.18%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,206
shares
|
$67,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,180
shares
|
$66,280
0.03% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,123
shares
|
$63,078
0.0% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,116
shares
|
$62,685
0.01% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,101
shares
|
$61,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
976
shares
|
$54,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
942
shares
|
$52,912
0.02% of portfolio
|
Q2 2023
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
936
shares
|
$52,575
0.07% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
832
shares
|
$46,733
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
749
shares
|
$42,071
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
729
shares
|
$40,947
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
716
shares
|
$40,217
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
712
shares
|
$39,993
0.0% of portfolio
|
Q2 2024
Added 134.21%
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
711
shares
|
$39,936
0.01% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
694
shares
|
$38,981
0.02% of portfolio
|
Q1 2025
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
644
shares
|
$36,173
0.06% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
575
shares
|
$32,297
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$32,241
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$32,129
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
544
shares
|
$30,556
0.02% of portfolio
|
Q1 2025
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
541
shares
|
$30,387
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
520
shares
|
$29,208
0.01% of portfolio
|
Q1 2025
New holding
|