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 776 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
141,071
shares
|
$7.92 Million
2.79% of portfolio
|
Q1 2025
Added 1246.87%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
140,353
shares
|
$7.88 Million
2.3% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
140,123
shares
|
$7.87 Million
1.43% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
138,599
shares
|
$7.79 Million
3.4% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
138,350
shares
|
$7.77 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
137,017
shares
|
$7.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
135,956
shares
|
$7.64 Million
4.46% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
135,284
shares
|
$7.6 Million
3.6% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
132,919
shares
|
$7.47 Million
1.75% of portfolio
|
Q2 2025
Added 87.8%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
132,430
shares
|
$7.44 Million
5.81% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
132,267
shares
|
$7.43 Million
0.79% of portfolio
|
Q1 2025
Reduced 82.91%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
128,575
shares
|
$7.22 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
126,801
shares
|
$7.12 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
126,799
shares
|
$7.12 Million
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
125,935
shares
|
$7.07 Million
3.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
124,957
shares
|
$7.02 Million
0.01% of portfolio
|
Q1 2025
Added 68.33%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
123,150
shares
|
$6.92 Million
2.67% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
121,123
shares
|
$6.8 Million
2.42% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
120,792
shares
|
$6.78 Million
2.37% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
119,011
shares
|
$6.68 Million
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
118,316
shares
|
$6.65 Million
0.28% of portfolio
|
Q2 2025
Added 68.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
117,855
shares
|
$6.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
117,711
shares
|
$6.61 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
117,671
shares
|
$6.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
113,937
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|