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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
338,895
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
334,609
shares
|
$18.9 Million
8.59% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
331,235
shares
|
$18.8 Million
8.37% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
327,483
shares
|
$18.5 Million
1.56% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$17.8 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
312,331
shares
|
$17.7 Million
4.82% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
311,202
shares
|
$17.6 Million
4.19% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
310,008
shares
|
$17.5 Million
0.15% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
304,219
shares
|
$17.2 Million
5.74% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
303,440
shares
|
$17.2 Million
0.35% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
300,291
shares
|
$17 Million
5.34% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
299,201
shares
|
$16.9 Million
5.5% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
297,553
shares
|
$16.8 Million
5.1% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
294,875
shares
|
$16.7 Million
4.38% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
293,835
shares
|
$16.6 Million
11.36% of portfolio
|
Q3 2025
Reduced 21.01%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
293,456
shares
|
$16.6 Million
2.31% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
293,151
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
290,556
shares
|
$16.4 Million
9.93% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
289,000
shares
|
$16.4 Million
0.64% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
286,633
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
286,056
shares
|
$16.2 Million
8.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
283,406
shares
|
$16 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
282,820
shares
|
$16 Million
4.69% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
273,448
shares
|
$15.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
263,445
shares
|
$14.9 Million
0.78% of portfolio
|
Q2 2025
Added 4.14%
|