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 808 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
5,484
shares
|
$312,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
5,455
shares
|
$310,607
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,454
shares
|
$310,550
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,363
shares
|
$305,369
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
5,349
shares
|
$304,572
0.08% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5,340
shares
|
$304,059
0.16% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5,310
shares
|
$302,351
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,300
shares
|
$301,782
0.01% of portfolio
|
Q3 2025
Reduced 42.44%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
5,279
shares
|
$300,586
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
5,265
shares
|
$299,789
0.32% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,258
shares
|
$299,390
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,227
shares
|
$297,625
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
5,220
shares
|
$297,226
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
5,204
shares
|
$296,315
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Peavine Capital, LLC
|
Oct 21, 2025 Q3 2025 |
5,188
shares
|
$295,404
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
5,082
shares
|
$289,369
0.19% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
5,072
shares
|
$288,799
0.04% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
5,020
shares
|
$285,838
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,990
shares
|
$284,130
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,985
shares
|
$283,845
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
4,965
shares
|
$282,707
0.03% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
4,951
shares
|
$281,909
0.06% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,942
shares
|
$281,397
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
4,931
shares
|
$280,771
0.2% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
4,856
shares
|
$276,500
0.21% of portfolio
|
Q3 2025
Added 0.48%
|
|