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 802 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $9.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
427,948
shares
|
$24.2 Million
8.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
424,828
shares
|
$24 Million
0.82% of portfolio
|
Q3 2025
Reduced 12.46%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
422,349
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
421,864
shares
|
$23.9 Million
12.16% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
416,495
shares
|
$23.6 Million
5.09% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
410,361
shares
|
$23.2 Million
1.28% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
406,601
shares
|
$23 Million
13.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
399,024
shares
|
$22.6 Million
2.27% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
395,898
shares
|
$22.4 Million
12.28% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
393,997
shares
|
$22.3 Million
0.77% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
389,227
shares
|
$22 Million
20.25% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
387,662
shares
|
$21.9 Million
2.1% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$21.6 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
381,268
shares
|
$21.6 Million
3.65% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
377,887
shares
|
$21.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
374,816
shares
|
$21.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$20.9 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
361,668
shares
|
$20.5 Million
3.52% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Aug 08, 2025 Q2 2025 |
358,514
shares
|
$20.3 Million
14.28% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
353,917
shares
|
$20 Million
5.4% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
352,502
shares
|
$20 Million
6.6% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
349,554
shares
|
$19.8 Million
4.75% of portfolio
|
Q3 2025
Added 2407.56%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
349,310
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
348,377
shares
|
$19.7 Million
5.11% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
342,966
shares
|
$19.4 Million
0.04% of portfolio
|
Q2 2025
Added 10.79%
|