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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
51,304
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
51,088
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
50,036
shares
|
$2.46 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
49,768
shares
|
$2.44 Million
1.17% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
48,681
shares
|
$2.39 Million
0.83% of portfolio
|
Q3 2023
Added 11.32%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
48,618
shares
|
$2.39 Million
1.14% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
48,000
shares
|
$2.36 Million
0.87% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
47,257
shares
|
$2.32 Million
0.1% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
47,064
shares
|
$2.31 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
46,719
shares
|
$2.29 Million
0.33% of portfolio
|
Q1 2025
Added 64.61%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
46,657
shares
|
$2.29 Million
1.04% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
46,585
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
45,920
shares
|
$2.25 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
45,735
shares
|
$2.24 Million
0.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
45,720
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
45,605
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
44,535
shares
|
$2.19 Million
2.35% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
43,753
shares
|
$2.15 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
43,570
shares
|
$2.14 Million
1.25% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
42,774
shares
|
$2.1 Million
0.22% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
42,666
shares
|
$2.09 Million
2.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
42,419
shares
|
$2.08 Million
0.54% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
41,376
shares
|
$2.03 Million
0.19% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
41,263
shares
|
$2.02 Million
1.08% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
41,246
shares
|
$2.02 Million
1.42% of portfolio
|
Q1 2025
Reduced 9.67%
|