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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
431,620
shares
|
$25.5 Million
12.8% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
430,787
shares
|
$25.5 Million
3.22% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
423,908
shares
|
$25.1 Million
8.43% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
422,349
shares
|
$25 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
411,625
shares
|
$24.3 Million
4.98% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
402,185
shares
|
$23.8 Million
12.83% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
395,898
shares
|
$23.4 Million
12.28% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
392,013
shares
|
$23.2 Million
0.77% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
389,227
shares
|
$23 Million
20.25% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
384,170
shares
|
$22.7 Million
2.29% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
382,974
shares
|
$22.6 Million
3.65% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$22.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
377,887
shares
|
$22.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
376,716
shares
|
$22.3 Million
1.21% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
374,816
shares
|
$22.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
371,992
shares
|
$22 Million
12.17% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
371,598
shares
|
$22 Million
2.01% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$21.8 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
361,668
shares
|
$21.4 Million
3.52% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
358,514
shares
|
$21.2 Million
14.28% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
353,917
shares
|
$20.9 Million
5.4% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
351,786
shares
|
$20.8 Million
7.13% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
342,966
shares
|
$20.3 Million
0.04% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
338,895
shares
|
$20 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
338,448
shares
|
$20 Million
8.56% of portfolio
|
Q2 2025
Added 3.78%
|