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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,720
shares
|
$322,322
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
5,699
shares
|
$321,138
0.04% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,670
shares
|
$319,504
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
5,661
shares
|
$318,997
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,623
shares
|
$316,856
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,605
shares
|
$315,841
0.0% of portfolio
|
Q4 2023
Added 124.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
5,589
shares
|
$314,940
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
5,541
shares
|
$312,235
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
5,509
shares
|
$310,432
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
5,487
shares
|
$309,192
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
5,455
shares
|
$307,389
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,424
shares
|
$305,642
0.02% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
5,422
shares
|
$305,529
0.11% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,367
shares
|
$302,430
0.12% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,323
shares
|
$299,951
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
5,310
shares
|
$299,218
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,299
shares
|
$298,598
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
5,279
shares
|
$297,471
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
5,257
shares
|
$296,231
0.05% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
5,236
shares
|
$295,048
0.02% of portfolio
|
Q3 2024
Added 891.67%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,229
shares
|
$294,654
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
5,204
shares
|
$293,245
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Peavine Capital, LLC
|
Apr 23, 2025 Q1 2025 |
5,188
shares
|
$292,343
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
5,172
shares
|
$291,442
0.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
5,163
shares
|
$290,935
0.24% of portfolio
|
Q1 2025
Added 0.14%
|