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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
184,480
shares
|
$10.9 Million
6.74% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
182,896
shares
|
$10.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
180,090
shares
|
$10.6 Million
1.51% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.5 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.5 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
174,031
shares
|
$10.3 Million
0.09% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
172,106
shares
|
$10.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
170,130
shares
|
$10.1 Million
0.53% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
161,711
shares
|
$9.56 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
161,625
shares
|
$9.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
161,106
shares
|
$9.53 Million
0.02% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
161,076
shares
|
$9.52 Million
2.57% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
158,415
shares
|
$9.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
157,549
shares
|
$9.32 Million
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
156,852
shares
|
$9.27 Million
0.01% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
156,261
shares
|
$9.24 Million
2.1% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
156,124
shares
|
$9.23 Million
3.39% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
155,872
shares
|
$9.22 Million
2.93% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
154,307
shares
|
$9.12 Million
5.75% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
153,573
shares
|
$9.08 Million
2.5% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
151,497
shares
|
$8.96 Million
3.62% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
146,967
shares
|
$8.69 Million
2.13% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
144,360
shares
|
$8.54 Million
2.91% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
141,608
shares
|
$8.37 Million
0.59% of portfolio
|
Q2 2025
Added 0.25%
|