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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,321,201
shares
|
$64.8 Million
23.97% of portfolio
|
Q3 2022
Added 0.86%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
1,320,249
shares
|
$64.8 Million
10.22% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
1,213,060
shares
|
$59.5 Million
22.39% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,133,892
shares
|
$55.6 Million
0.02% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,107,107
shares
|
$54.3 Million
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,085,486
shares
|
$53.3 Million
4.21% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,014,429
shares
|
$49.8 Million
0.45% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,007,674
shares
|
$49.4 Million
22.87% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
888,370
shares
|
$43.6 Million
1.19% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
880,267
shares
|
$43.2 Million
2.13% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
863,039
shares
|
$42.3 Million
3.23% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
860,349
shares
|
$42.2 Million
0.07% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
848,025
shares
|
$41.6 Million
18.71% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
837,562
shares
|
$41.1 Million
21.78% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
813,319
shares
|
$39.9 Million
10.18% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
813,311
shares
|
$39.9 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
812,869
shares
|
$39.9 Million
0.24% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
797,666
shares
|
$39.1 Million
1.96% of portfolio
|
Q3 2022
Reduced 7.74%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
797,617
shares
|
$39.1 Million
0.07% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
793,086
shares
|
$38.9 Million
9.09% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
784,110
shares
|
$38.5 Million
5.85% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
695,628
shares
|
$34.1 Million
1.65% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
690,494
shares
|
$33.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
685,274
shares
|
$33.6 Million
0.88% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
669,674
shares
|
$32.9 Million
4.78% of portfolio
|
Q1 2025
Reduced 4.29%
|