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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
109,455
shares
|
$6.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
108,276
shares
|
$6.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
107,434
shares
|
$6.35 Million
3.02% of portfolio
|
Q2 2025
Added 37.03%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
106,890
shares
|
$6.32 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
106,067
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
105,703
shares
|
$6.25 Million
3.41% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
104,970
shares
|
$6.21 Million
0.43% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
104,684
shares
|
$6.19 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
104,097
shares
|
$6.16 Million
2.86% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
102,720
shares
|
$6.07 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
99,511
shares
|
$5.88 Million
1.25% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
99,502
shares
|
$5.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$5.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
99,098
shares
|
$5.86 Million
0.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
98,372
shares
|
$5.82 Million
4.06% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
97,712
shares
|
$5.78 Million
5.23% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
97,523
shares
|
$5.77 Million
1.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
97,447
shares
|
$5.76 Million
2.4% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
94,630
shares
|
$5.6 Million
1.95% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,220
shares
|
$5.51 Million
1.93% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
92,510
shares
|
$5.47 Million
4.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
90,764
shares
|
$5.37 Million
1.62% of portfolio
|
Q2 2025
Reduced 44.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
89,162
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 227.63%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
88,940
shares
|
$5.26 Million
0.18% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
87,884
shares
|
$5.2 Million
3.11% of portfolio
|
Q2 2025
Added 7.97%
|