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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
1,272
shares
|
$72,427
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,237
shares
|
$70,434
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,233
shares
|
$70,207
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,224
shares
|
$69,694
0.01% of portfolio
|
Q3 2025
Added 70.71%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,213
shares
|
$69,068
0.03% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,123
shares
|
$63,943
0.0% of portfolio
|
Q1 2025
Reduced 58.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
1,116
shares
|
$63,545
0.01% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,101
shares
|
$62,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$57,452
0.01% of portfolio
|
Q2 2025
Reduced 85.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
977
shares
|
$55,630
0.0% of portfolio
|
Q3 2025
Reduced 22.71%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
976
shares
|
$55,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
976
shares
|
$55,573
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
942
shares
|
$53,637
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
852
shares
|
$48,512
0.01% of portfolio
|
Q3 2025
Added 350.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
832
shares
|
$47,374
0.01% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
796
shares
|
$45,324
0.0% of portfolio
|
Q3 2025
Added 24.38%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
786
shares
|
$44,754
0.02% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
749
shares
|
$42,648
0.0% of portfolio
|
Q2 2024
Reduced 92.73%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
729
shares
|
$41,509
0.02% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
712
shares
|
$40,541
0.0% of portfolio
|
Q2 2024
Added 134.21%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
711
shares
|
$40,484
0.01% of portfolio
|
Q2 2023
Reduced 13.82%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
680
shares
|
$38,719
0.02% of portfolio
|
Q3 2025
Reduced 42.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
655
shares
|
$37,295
0.0% of portfolio
|
Q3 2025
Reduced 91.9%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
575
shares
|
$32,740
0.01% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
574
shares
|
$32,683
0.0% of portfolio
|
Q4 2022
Added 0.35%
|
|