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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
717
shares
|
$42,396
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
712
shares
|
$42,100
0.0% of portfolio
|
Q2 2024
Added 134.21%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
711
shares
|
$42,041
0.01% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
640
shares
|
$37,843
0.0% of portfolio
|
Q2 2025
Added 35.02%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
575
shares
|
$33,999
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$33,940
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$33,822
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
544
shares
|
$32,166
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
541
shares
|
$31,989
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
541
shares
|
$31,989
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
512
shares
|
$30,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
508
shares
|
$30,038
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
497
shares
|
$29,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
424
shares
|
$25,071
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$23,652
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
377
shares
|
$22,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
319
shares
|
$18,862
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
309
shares
|
$18,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
229
shares
|
$13,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
194
shares
|
$11,471
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
189
shares
|
$11,175
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
170
shares
|
$10,052
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$8,219
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,740
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
112
shares
|
$6,622
0.0% of portfolio
|
Q4 2022
New holding
|