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 |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
186,623
shares
|
$10.6 Million
3.64% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
184,480
shares
|
$10.4 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
|
$10.4 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
|
$10.2 Million
1.51% of portfolio
|
Q2 2025
Reduced 32.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
179,536
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
171,949
shares
|
$9.73 Million
0.55% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
170,818
shares
|
$9.67 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$9.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
161,625
shares
|
$9.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
161,106
shares
|
$9.12 Million
0.02% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
159,731
shares
|
$9.04 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
159,311
shares
|
$9.02 Million
1.94% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
157,560
shares
|
$8.92 Million
2.51% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
157,549
shares
|
$8.92 Million
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
156,852
shares
|
$8.88 Million
0.01% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
156,124
shares
|
$8.84 Million
3.39% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
155,872
shares
|
$8.82 Million
2.93% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
155,852
shares
|
$8.82 Million
3.79% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
154,307
shares
|
$8.74 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
|
$8.69 Million
2.5% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
147,634
shares
|
$8.36 Million
0.06% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
146,967
shares
|
$8.32 Million
2.13% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
145,940
shares
|
$8.26 Million
0.13% of portfolio
|
Q3 2025
Added 46.67%
|