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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
141,448
shares
|
$8.36 Million
0.01% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
141,421
shares
|
$8.36 Million
2.72% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
140,353
shares
|
$8.3 Million
2.3% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
139,814
shares
|
$8.27 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
138,350
shares
|
$8.18 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
136,348
shares
|
$8.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
135,956
shares
|
$8.04 Million
4.46% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
135,284
shares
|
$8 Million
3.6% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
132,919
shares
|
$7.86 Million
1.75% of portfolio
|
Q2 2025
Added 87.8%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
132,818
shares
|
$7.85 Million
0.16% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
132,430
shares
|
$7.83 Million
5.81% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
131,800
shares
|
$7.79 Million
0.05% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
129,926
shares
|
$7.68 Million
1.55% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
128,575
shares
|
$7.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
123,150
shares
|
$7.28 Million
2.67% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
122,249
shares
|
$7.23 Million
0.39% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
121,341
shares
|
$7.17 Million
1.34% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
121,123
shares
|
$7.16 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
|
$7.14 Million
2.37% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
119,501
shares
|
$7.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
118,391
shares
|
$7 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
118,316
shares
|
$7 Million
0.28% of portfolio
|
Q2 2025
Added 68.23%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
117,711
shares
|
$6.96 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
113,089
shares
|
$6.69 Million
2.98% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
111,904
shares
|
$6.62 Million
4.76% of portfolio
|
Q2 2025
Reduced 0.43%
|