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 |
|---|---|---|---|---|---|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
10,254
shares
|
$577,812
0.36% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
10,183
shares
|
$573,812
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
10,182
shares
|
$573,755
0.28% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
10,149
shares
|
$571,896
0.15% of portfolio
|
Q2 2025
Reduced 49.1%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
10,134
shares
|
$571,050
0.03% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
10,079
shares
|
$567,951
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,062
shares
|
$566,993
0.02% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
10,036
shares
|
$565,528
0.0% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
10,024
shares
|
$564,852
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,000
shares
|
$563,500
0.06% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
9,916
shares
|
$558,766
0.14% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
9,636
shares
|
$542,988
0.12% of portfolio
|
Q2 2024
Added 86.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,426
shares
|
$531,155
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,372
shares
|
$528,112
0.02% of portfolio
|
Q1 2025
Added 134.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,308
shares
|
$524,505
0.01% of portfolio
|
Q3 2024
Added 72.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,305
shares
|
$524,336
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,233
shares
|
$520,279
0.01% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,113
shares
|
$513,517
0.02% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,100
shares
|
$512,785
0.09% of portfolio
|
Q1 2023
Reduced 8.73%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
9,053
shares
|
$510,136
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
9,033
shares
|
$509,009
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9,004
shares
|
$507,375
0.03% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,970
shares
|
$505,459
0.0% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
8,940
shares
|
$503,769
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
8,876
shares
|
$500,162
0.13% of portfolio
|
Q3 2024
New holding
|