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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
942
shares
|
$53,081
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
936
shares
|
$52,743
0.07% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
832
shares
|
$46,883
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
749
shares
|
$42,206
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
729
shares
|
$41,079
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
716
shares
|
$40,346
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
712
shares
|
$40,121
0.0% of portfolio
|
Q2 2024
Added 134.21%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
711
shares
|
$40,064
0.01% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
694
shares
|
$39,106
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
644
shares
|
$36,289
0.06% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
575
shares
|
$32,401
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$32,344
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$32,232
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
544
shares
|
$30,654
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
541
shares
|
$30,485
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
520
shares
|
$29,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
512
shares
|
$28,851
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
508
shares
|
$28,625
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
474
shares
|
$26,709
0.0% of portfolio
|
Q1 2025
Added 1655.56%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
422
shares
|
$23,779
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
400
shares
|
$22,540
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
392
shares
|
$22,089
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
392
shares
|
$22,089
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
377
shares
|
$21,243
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
335
shares
|
$18,877
0.0% of portfolio
|
Q1 2024
Added 857.14%
|