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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
17,735
shares
|
$999,367
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,580
shares
|
$990,633
0.14% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,523
shares
|
$987,421
0.01% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
17,498
shares
|
$986,012
0.53% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
17,382
shares
|
$979,475
0.03% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
17,336
shares
|
$976,883
0.02% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
17,323
shares
|
$976,151
0.68% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
17,292
shares
|
$974,404
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,901
shares
|
$952,371
0.02% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
16,876
shares
|
$950,962
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
16,714
shares
|
$941,833
0.57% of portfolio
|
Q1 2024
Added 29.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
16,710
shares
|
$941,608
0.0% of portfolio
|
Q1 2025
Added 101.62%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
16,608
shares
|
$935,860
0.17% of portfolio
|
Q3 2023
Reduced 85.5%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
16,581
shares
|
$934,339
0.45% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
16,309
shares
|
$919,012
0.45% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
16,256
shares
|
$916,025
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
16,188
shares
|
$912,193
0.01% of portfolio
|
Q1 2025
Added 81.74%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
16,080
shares
|
$906,108
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
16,012
shares
|
$902,276
0.17% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,999
shares
|
$901,543
0.02% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,996
shares
|
$901,374
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,859
shares
|
$893,654
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
15,816
shares
|
$891,231
0.0% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,526
shares
|
$874,890
0.58% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,485
shares
|
$872,579
0.48% of portfolio
|
Q2 2025
Reduced 8.97%
|