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 768 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,945,494
shares
|
$684 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,437,755
shares
|
$610 Million
7.18% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,877,036
shares
|
$436 Million
8.65% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
6,312,286
shares
|
$310 Million
20.84% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,049,031
shares
|
$248 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,915,377
shares
|
$241 Million
4.12% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,269,836
shares
|
$210 Million
4.75% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,016,203
shares
|
$148 Million
1.3% of portfolio
|
Q1 2025
Added 35.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
2,878,712
shares
|
$141 Million
18.79% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,850,436
shares
|
$140 Million
0.25% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,305,024
shares
|
$113 Million
9.82% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,165,412
shares
|
$106 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,073,628
shares
|
$102 Million
28.29% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,989,104
shares
|
$97.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,952,837
shares
|
$95.8 Million
11.51% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,906,733
shares
|
$93.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,775,076
shares
|
$87.1 Million
19.1% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,740,360
shares
|
$85.4 Million
0.21% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
1,657,644
shares
|
$81.3 Million
10.49% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
1,637,566
shares
|
$80.4 Million
2.93% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,598,110
shares
|
$78.4 Million
3.28% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,572,359
shares
|
$77.2 Million
14.09% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,461,439
shares
|
$71.7 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,411,584
shares
|
$69.3 Million
0.03% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,362,995
shares
|
$66.9 Million
3.73% of portfolio
|
Q3 2022
Reduced 10.4%
|