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 770 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
429,147
shares
|
$22.6 Million
7.43% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
426,878
shares
|
$22.4 Million
20.98% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
426,428
shares
|
$22.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
399,562
shares
|
$21 Million
5.29% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
397,554
shares
|
$20.9 Million
0.2% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
393,466
shares
|
$20.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
391,784
shares
|
$20.6 Million
12.67% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
391,743
shares
|
$20.6 Million
5.87% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
384,170
shares
|
$20.2 Million
2.29% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$20.1 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
381,167
shares
|
$20 Million
12.79% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
378,707
shares
|
$19.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$19.4 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
|
$19.4 Million
1.86% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
366,488
shares
|
$19.3 Million
5.35% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
363,158
shares
|
$19.1 Million
0.71% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
359,326
shares
|
$18.9 Million
3.67% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
351,096
shares
|
$18.5 Million
1.19% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
May 05, 2025 Q1 2025 |
343,222
shares
|
$18 Million
14.16% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
341,897
shares
|
$18 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
336,131
shares
|
$17.7 Million
12.13% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
333,730
shares
|
$17.5 Million
5.46% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
327,020
shares
|
$17.2 Million
1.84% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
326,115
shares
|
$17.1 Million
8.86% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
324,440
shares
|
$17.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.84%
|