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 |
---|---|---|---|---|---|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,956
0.01% of portfolio
|
Q2 2022
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
43
shares
|
$2,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36
shares
|
$2,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
35
shares
|
$2,069
0.0% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
33
shares
|
$1,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
31
shares
|
$1,833
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$1,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
15
shares
|
$886
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|