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 |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
7,591
shares
|
$427,752
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,552
shares
|
$425,555
0.04% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
7,501
shares
|
$422,681
0.3% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
7,464
shares
|
$420,596
0.07% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
7,432
shares
|
$418,793
0.38% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,397
shares
|
$416,820
0.01% of portfolio
|
Q3 2022
Reduced 40.48%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
7,358
shares
|
$414,623
0.07% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
7,328
shares
|
$412,932
0.16% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,320
shares
|
$412,482
0.0% of portfolio
|
Q4 2022
Added 3.7%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
7,237
shares
|
$407,804
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,211
shares
|
$406,339
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
7,211
shares
|
$406,339
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,174
shares
|
$404,254
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
7,150
shares
|
$402,902
0.38% of portfolio
|
Q4 2022
Reduced 16.37%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
7,089
shares
|
$399,465
0.12% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
6,986
shares
|
$393,661
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
6,947
shares
|
$391,463
0.3% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6,947
shares
|
$391,463
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,867
shares
|
$386,955
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
6,825
shares
|
$384,588
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
6,799
shares
|
$383,123
0.02% of portfolio
|
Q1 2025
Added 36.01%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
6,762
shares
|
$381,038
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
6,748
shares
|
$380,249
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
6,746
shares
|
$380,137
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
6,664
shares
|
$375,516
0.16% of portfolio
|
Q3 2024
New holding
|