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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
13,271
shares
|
$651,207
0.42% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,267
shares
|
$651,011
0.02% of portfolio
|
Q3 2022
Reduced 5.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
13,215
shares
|
$648,460
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,902
shares
|
$633,101
0.0% of portfolio
|
Q1 2025
Added 188.57%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
12,802
shares
|
$628,194
0.29% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
12,739
shares
|
$625,102
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
12,600
shares
|
$618,282
0.05% of portfolio
|
Q1 2025
Reduced 54.7%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
12,600
shares
|
$618,282
0.19% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,574
shares
|
$617,006
0.0% of portfolio
|
Q1 2025
Added 51.22%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
12,524
shares
|
$614,552
0.19% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,413
shares
|
$609,105
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
12,394
shares
|
$608,173
0.36% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
12,271
shares
|
$602,137
0.04% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
12,271
shares
|
$602,137
0.47% of portfolio
|
Q4 2023
Reduced 5.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,260
shares
|
$601,598
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
12,251
shares
|
$601,156
0.04% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,197
shares
|
$598,506
0.08% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,103
shares
|
$593,894
0.02% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,089
shares
|
$593,207
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,041
shares
|
$590,851
0.02% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,024
shares
|
$590,017
0.04% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
11,993
shares
|
$588,496
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
11,942
shares
|
$585,993
0.27% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
11,837
shares
|
$580,841
0.29% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,834
shares
|
$580,694
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|