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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
309
shares
|
$17,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
193
shares
|
$10,875
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
189
shares
|
$10,650
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
181
shares
|
$10,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
180
shares
|
$10,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
170
shares
|
$9,579
0.0% of portfolio
|
Q3 2021
Reduced 19.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
139
shares
|
$7,832
0.0% of portfolio
|
Q2 2021
Reduced 18.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
114
shares
|
$6,423
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
112
shares
|
$6,311
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
102
shares
|
$5,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
83
shares
|
$4,677
0.0% of portfolio
|
Q1 2025
Reduced 26.55%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
62
shares
|
$3,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
55
shares
|
$3,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
50
shares
|
$2,817
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
46
shares
|
$2,592
1.69% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
43
shares
|
$2,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
41
shares
|
$2,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
36
shares
|
$2,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
33
shares
|
$1,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|