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 807 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$32,569
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
541
shares
|
$30,804
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
538
shares
|
$30,633
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
512
shares
|
$29,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
508
shares
|
$28,925
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
497
shares
|
$28,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
493
shares
|
$28,071
0.01% of portfolio
|
Q3 2025
Reduced 99.79%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
443
shares
|
$25,224
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$22,776
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
396
shares
|
$22,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
377
shares
|
$21,466
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
367
shares
|
$20,896
0.0% of portfolio
|
Q3 2025
Reduced 71.59%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
356
shares
|
$20,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
319
shares
|
$18,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
309
shares
|
$17,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
295
shares
|
$16,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
195
shares
|
$11,103
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
170
shares
|
$9,679
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
162
shares
|
$9,224
0.0% of portfolio
|
Q3 2025
Reduced 61.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$7,914
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
114
shares
|
$6,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,491
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
112
shares
|
$6,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
89
shares
|
$5,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
83
shares
|
$4,726
0.0% of portfolio
|
Q3 2025
New holding
|