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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
65,384
shares
|
$3.21 Million
2.38% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
63,874
shares
|
$3.13 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
63,073
shares
|
$3.09 Million
1.63% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
62,331
shares
|
$3.06 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
62,331
shares
|
$3.06 Million
1.19% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
62,218
shares
|
$3.05 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
60,112
shares
|
$2.95 Million
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
60,076
shares
|
$2.95 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
58,992
shares
|
$2.89 Million
0.74% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
58,843
shares
|
$2.89 Million
1.79% of portfolio
|
Q1 2023
Reduced 4.22%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
58,436
shares
|
$2.87 Million
0.44% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
57,751
shares
|
$2.83 Million
0.5% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
57,640
shares
|
$2.83 Million
1.27% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
57,592
shares
|
$2.83 Million
1.48% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
57,263
shares
|
$2.81 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
57,126
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2025
Added 693.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
56,480
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
56,368
shares
|
$2.77 Million
0.58% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,857
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
55,600
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
55,021
shares
|
$2.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
53,274
shares
|
$2.61 Million
0.08% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
52,993
shares
|
$2.6 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
52,919
shares
|
$2.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
51,822
shares
|
$2.54 Million
1.46% of portfolio
|
Q1 2025
Added 11.17%
|