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 |
|---|---|---|---|---|---|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
253,652
shares
|
$15 Million
8.92% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
247,065
shares
|
$14.6 Million
4.76% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
243,145
shares
|
$14.4 Million
2.56% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
242,299
shares
|
$14.3 Million
4.98% of portfolio
|
Q2 2025
Added 134.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
239,968
shares
|
$14.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
234,148
shares
|
$13.8 Million
5.22% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
232,777
shares
|
$13.8 Million
9.62% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
231,456
shares
|
$13.7 Million
7.63% of portfolio
|
Q4 2022
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
230,697
shares
|
$13.6 Million
8.16% of portfolio
|
Q2 2025
Added 39.65%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
229,601
shares
|
$13.6 Million
9.35% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
223,673
shares
|
$13.2 Million
10.67% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
220,282
shares
|
$13 Million
3.58% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
217,383
shares
|
$12.9 Million
3.48% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
215,040
shares
|
$12.7 Million
1.57% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
206,143
shares
|
$12.2 Million
9.75% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
201,404
shares
|
$11.9 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
201,294
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
196,397
shares
|
$11.6 Million
3.35% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
195,912
shares
|
$11.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 27.61%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
193,868
shares
|
$11.5 Million
0.34% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
187,952
shares
|
$11.1 Million
4.1% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
187,631
shares
|
$11.1 Million
6.94% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
187,289
shares
|
$11.1 Million
6.16% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
187,170
shares
|
$11.1 Million
1.87% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
186,623
shares
|
$11 Million
3.64% of portfolio
|
Q2 2025
Reduced 0.15%
|