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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
262,872
shares
|
$14.9 Million
2.92% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
253,581
shares
|
$14.4 Million
5.26% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
247,065
shares
|
$14 Million
4.76% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
243,616
shares
|
$13.8 Million
8.57% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
239,968
shares
|
$13.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
239,248
shares
|
$13.5 Million
2.9% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
237,832
shares
|
$13.5 Million
2.53% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
231,456
shares
|
$13.1 Million
7.63% of portfolio
|
Q4 2022
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
225,927
shares
|
$12.8 Million
8.4% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
225,901
shares
|
$12.8 Million
9.33% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
225,407
shares
|
$12.8 Million
7.22% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
220,462
shares
|
$12.5 Million
10.82% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
217,383
shares
|
$12.3 Million
3.48% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
216,330
shares
|
$12.2 Million
1.5% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
213,374
shares
|
$12.1 Million
3.36% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
211,407
shares
|
$12 Million
3.62% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
206,350
shares
|
$11.7 Million
9.25% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
204,264
shares
|
$11.6 Million
0.09% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
201,294
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
200,936
shares
|
$11.4 Million
2.56% of portfolio
|
Q3 2025
Added 51.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
199,099
shares
|
$11.3 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
196,446
shares
|
$11.1 Million
1.81% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
191,941
shares
|
$10.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
187,759
shares
|
$10.6 Million
6.33% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
187,289
shares
|
$10.6 Million
6.16% of portfolio
|
Q2 2025
Added 5.3%
|