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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
144,511
shares
|
$8.18 Million
4.72% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
142,393
shares
|
$8.06 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
141,608
shares
|
$8.02 Million
0.59% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
141,532
shares
|
$8.01 Million
2.77% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
141,448
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
140,382
shares
|
$7.95 Million
2.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
140,005
shares
|
$7.93 Million
1.2% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
137,046
shares
|
$7.76 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
136,348
shares
|
$7.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
136,337
shares
|
$7.72 Million
2.56% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
135,956
shares
|
$7.7 Million
4.46% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
134,523
shares
|
$7.62 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
132,384
shares
|
$7.49 Million
5.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
129,997
shares
|
$7.36 Million
1.49% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
128,575
shares
|
$7.28 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
125,048
shares
|
$7.08 Million
2.17% of portfolio
|
Q3 2025
Reduced 33.47%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
123,150
shares
|
$6.97 Million
2.67% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
122,806
shares
|
$6.95 Million
2.26% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
122,249
shares
|
$6.92 Million
0.39% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
119,501
shares
|
$6.76 Million
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
118,391
shares
|
$6.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
118,121
shares
|
$6.69 Million
0.09% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
116,741
shares
|
$6.61 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
116,675
shares
|
$6.6 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
114,401
shares
|
$6.48 Million
1.98% of portfolio
|
Q3 2025
Added 7.03%
|