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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
113,089
shares
|
$6.35 Million
2.98% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
112,385
shares
|
$6.31 Million
4.97% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
108,486
shares
|
$6.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
108,366
shares
|
$6.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
107,686
shares
|
$6.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
107,600
shares
|
$6.04 Million
1.87% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
107,398
shares
|
$6.03 Million
1.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
106,807
shares
|
$6 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
105,703
shares
|
$5.94 Million
3.41% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
104,544
shares
|
$5.87 Million
2.32% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
102,720
shares
|
$5.77 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
99,502
shares
|
$5.59 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$5.57 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
99,226
shares
|
$5.57 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
98,372
shares
|
$5.53 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
|
$5.49 Million
5.23% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
97,705
shares
|
$5.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
97,154
shares
|
$5.46 Million
1.52% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
97,123
shares
|
$5.46 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
94,578
shares
|
$5.31 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
93,220
shares
|
$5.24 Million
1.93% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
92,597
shares
|
$5.2 Million
4.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
92,135
shares
|
$5.18 Million
2.52% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
90,764
shares
|
$5.1 Million
1.62% of portfolio
|
Q2 2025
Reduced 44.69%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
87,884
shares
|
$4.94 Million
3.11% of portfolio
|
Q2 2025
Added 7.97%
|