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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
113,089
shares
|
$6.4 Million
2.98% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
111,904
shares
|
$6.33 Million
4.76% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
111,078
shares
|
$6.29 Million
0.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
109,455
shares
|
$6.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
106,437
shares
|
$6.03 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
106,186
shares
|
$6.01 Million
3.24% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
106,067
shares
|
$6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
104,970
shares
|
$5.94 Million
0.43% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
104,684
shares
|
$5.93 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
104,097
shares
|
$5.89 Million
2.86% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
102,720
shares
|
$5.81 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
|
$5.63 Million
1.25% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
99,281
shares
|
$5.62 Million
2.52% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$5.62 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
|
$5.61 Million
0.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
93,521
shares
|
$5.29 Million
3.71% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
93,220
shares
|
$5.28 Million
1.94% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
92,510
shares
|
$5.24 Million
4.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
90,718
shares
|
$5.14 Million
3.02% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
90,591
shares
|
$5.13 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
90,201
shares
|
$5.11 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
89,949
shares
|
$5.09 Million
1.83% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
89,162
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Added 227.63%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
88,940
shares
|
$5.03 Million
0.18% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
85,928
shares
|
$4.86 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.72%
|