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 781 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 $9.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,095,721
shares
|
$807 Million
0.66% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,437,755
shares
|
$712 Million
7.18% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
9,353,565
shares
|
$535 Million
8.76% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
6,171,419
shares
|
$353 Million
19.45% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,945,212
shares
|
$283 Million
1.74% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,859,841
shares
|
$278 Million
3.74% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,601,657
shares
|
$263 Million
4.52% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,270,120
shares
|
$187 Million
1.21% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,857,878
shares
|
$164 Million
18.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,758,756
shares
|
$158 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,305,024
shares
|
$132 Million
9.82% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,171,151
shares
|
$124 Million
0.21% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
2,099,217
shares
|
$120 Million
10.72% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$119 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,895,203
shares
|
$108 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,894,802
shares
|
$108 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,795,383
shares
|
$103 Million
17.2% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,663,239
shares
|
$95.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,657,077
shares
|
$94.9 Million
2.55% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,647,101
shares
|
$94.3 Million
9.9% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$90 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,553,224
shares
|
$88.9 Million
0.03% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,535,663
shares
|
$87.9 Million
2.91% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,535,250
shares
|
$87.9 Million
2.12% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,472,191
shares
|
$84.3 Million
12.12% of portfolio
|
Q2 2025
Added 11.51%
|