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 |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
337,188
shares
|
$19.9 Million
5.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
327,483
shares
|
$19.4 Million
1.56% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
324,797
shares
|
$19.2 Million
8.18% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$18.6 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
311,986
shares
|
$18.4 Million
5.58% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
310,008
shares
|
$18.3 Million
0.15% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
306,195
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
300,782
shares
|
$17.8 Million
4.7% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
299,283
shares
|
$17.7 Million
4.53% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
299,201
shares
|
$17.7 Million
5.5% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
296,660
shares
|
$17.5 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
291,576
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
290,767
shares
|
$17.2 Million
4.25% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
289,898
shares
|
$17.1 Million
5.54% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
289,875
shares
|
$17.1 Million
10.08% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
289,256
shares
|
$17.1 Million
2.27% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
289,000
shares
|
$17.1 Million
0.64% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
286,633
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
286,572
shares
|
$16.9 Million
5.13% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
286,056
shares
|
$16.9 Million
8.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
283,406
shares
|
$16.8 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
273,448
shares
|
$16.2 Million
0.6% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
270,345
shares
|
$16 Million
3.14% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
263,445
shares
|
$15.6 Million
0.78% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
258,483
shares
|
$15.3 Million
3.81% of portfolio
|
Q2 2025
Reduced 1.03%
|