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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
430,450
shares
|
$24.2 Million
0.1% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
429,481
shares
|
$24.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
429,147
shares
|
$24.1 Million
7.43% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
426,428
shares
|
$24 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
423,908
shares
|
$23.8 Million
8.43% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
411,625
shares
|
$23.1 Million
4.98% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
397,554
shares
|
$22.3 Million
0.2% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
395,898
shares
|
$22.2 Million
12.28% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
393,466
shares
|
$22.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
391,743
shares
|
$22 Million
5.87% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
389,227
shares
|
$21.9 Million
20.25% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
384,170
shares
|
$21.6 Million
2.29% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$21.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
378,707
shares
|
$21.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
376,716
shares
|
$21.2 Million
1.21% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
371,992
shares
|
$20.9 Million
12.17% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
371,598
shares
|
$20.9 Million
2.01% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$20.7 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
368,966
shares
|
$20.7 Million
1.86% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
363,158
shares
|
$20.4 Million
0.71% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
359,326
shares
|
$20.2 Million
3.67% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
343,222
shares
|
$19.3 Million
14.16% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
341,897
shares
|
$19.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
338,448
shares
|
$19 Million
8.56% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
336,131
shares
|
$18.9 Million
12.13% of portfolio
|
Q1 2025
Added 1.05%
|