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 |
|---|---|---|---|---|---|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
8,732
shares
|
$492,048
0.31% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,729
shares
|
$491,879
0.01% of portfolio
|
Q1 2025
Added 124.22%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
8,700
shares
|
$490,245
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,685
shares
|
$489,399
0.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,672
shares
|
$488,667
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
8,652
shares
|
$487,540
0.02% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
8,579
shares
|
$483,426
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,550
shares
|
$481,792
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,549
shares
|
$481,736
0.11% of portfolio
|
Q2 2023
Reduced 11.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,545
shares
|
$481,510
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,539
shares
|
$481,172
0.0% of portfolio
|
Q1 2025
Added 43.95%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,358
shares
|
$470,973
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,317
shares
|
$468,662
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,210
shares
|
$462,633
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
8,112
shares
|
$457,111
0.22% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
8,096
shares
|
$456,209
0.19% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,090
shares
|
$455,871
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
7,957
shares
|
$448,376
0.13% of portfolio
|
Q1 2025
Added 54.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,940
shares
|
$447,419
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
7,939
shares
|
$447,362
0.51% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
7,900
shares
|
$445,165
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,762
shares
|
$437,388
0.06% of portfolio
|
Q1 2025
Added 94.63%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,712
shares
|
$434,571
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
7,707
shares
|
$434,289
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,654
shares
|
$431,302
0.08% of portfolio
|
Q1 2025
Added 46.74%
|