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 771 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
81,886
shares
|
$4.61 Million
3.37% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
81,399
shares
|
$4.59 Million
3.03% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
81,110
shares
|
$4.57 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
80,920
shares
|
$4.56 Million
1.79% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
80,264
shares
|
$4.52 Million
1.47% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
80,135
shares
|
$4.52 Million
0.32% of portfolio
|
Q2 2024
Reduced 31.7%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
78,403
shares
|
$4.42 Million
2.42% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
78,184
shares
|
$4.41 Million
1.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
77,612
shares
|
$4.37 Million
0.85% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
77,606
shares
|
$4.37 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
76,341
shares
|
$4.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 86.66%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
74,746
shares
|
$4.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
74,118
shares
|
$4.18 Million
0.27% of portfolio
|
Q3 2022
Added 101.09%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,110
shares
|
$4.18 Million
1.94% of portfolio
|
Q3 2023
Added 4.88%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
73,805
shares
|
$4.16 Million
1.85% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
73,779
shares
|
$4.16 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
73,144
shares
|
$4.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
72,795
shares
|
$4.1 Million
1.89% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
72,033
shares
|
$4.06 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
71,981
shares
|
$4.06 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
71,655
shares
|
$4.04 Million
2.65% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
70,777
shares
|
$3.99 Million
1.1% of portfolio
|
Q1 2025
Added 112.54%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
70,329
shares
|
$3.96 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
70,228
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
69,256
shares
|
$3.9 Million
0.77% of portfolio
|
Q1 2025
Added 143.19%
|