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 |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,485
shares
|
$872,579
0.48% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,344
shares
|
$864,634
0.26% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
15,337
shares
|
$864,239
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,225
shares
|
$857,928
0.03% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,134
shares
|
$852,800
0.0% of portfolio
|
Q3 2023
Added 7.6%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
15,113
shares
|
$851,617
0.01% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
15,068
shares
|
$849,081
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,973
shares
|
$843,728
0.07% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,912
shares
|
$840,291
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,741
shares
|
$830,655
0.62% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,687
shares
|
$827,612
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,669
shares
|
$826,598
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,631
shares
|
$824,456
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
14,341
shares
|
$808,115
0.38% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
14,295
shares
|
$805,523
0.1% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
14,186
shares
|
$799,381
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,145
shares
|
$797,070
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
14,036
shares
|
$790,928
0.06% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,940
shares
|
$785,519
0.28% of portfolio
|
Q1 2024
Reduced 3.82%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
13,735
shares
|
$773,967
0.03% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
13,733
shares
|
$773,854
0.7% of portfolio
|
Q1 2025
Reduced 86.09%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
13,413
shares
|
$755,822
0.02% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
13,393
shares
|
$754,695
0.29% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
13,385
shares
|
$754,244
0.1% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
13,353
shares
|
$752,441
0.12% of portfolio
|
Q1 2025
Added 0.07%
|