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 779 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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
512
shares
|
$28,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
508
shares
|
$28,534
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
497
shares
|
$27,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
474
shares
|
$26,624
0.0% of portfolio
|
Q1 2025
Added 1655.56%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
422
shares
|
$23,703
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$22,468
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
392
shares
|
$22,018
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
392
shares
|
$22,018
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
377
shares
|
$21,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
335
shares
|
$18,816
0.0% of portfolio
|
Q1 2024
Added 857.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
309
shares
|
$17,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
193
shares
|
$10,840
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
189
shares
|
$10,616
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
180
shares
|
$10,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
170
shares
|
$9,548
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$7,807
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,403
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
112
shares
|
$6,291
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
102
shares
|
$5,729
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
62
shares
|
$3,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
55
shares
|
$3,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,808
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
46
shares
|
$2,583
1.69% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
43
shares
|
$2,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
41
shares
|
$2,302
0.0% of portfolio
|
Q1 2025
New holding
|