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 768 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$15.4 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
309,559
shares
|
$15.2 Million
0.04% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
301,777
shares
|
$14.8 Million
4.97% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
299,372
shares
|
$14.7 Million
3.7% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
295,134
shares
|
$14.5 Million
7.98% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
292,848
shares
|
$14.4 Million
10.78% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
290,767
shares
|
$14.3 Million
4.25% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
289,938
shares
|
$14.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
289,658
shares
|
$14.2 Million
0.15% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
289,000
shares
|
$14.2 Million
0.64% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
283,406
shares
|
$13.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
283,068
shares
|
$13.9 Million
2.26% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
282,363
shares
|
$13.9 Million
8.26% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
279,506
shares
|
$13.7 Million
5.75% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
279,325
shares
|
$13.7 Million
5.18% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
270,781
shares
|
$13.3 Million
5.48% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
270,619
shares
|
$13.3 Million
0.16% of portfolio
|
Q1 2025
Added 23.32%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
269,339
shares
|
$13.2 Million
4.33% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
267,379
shares
|
$13.1 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
262,612
shares
|
$12.9 Million
9.28% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
261,374
shares
|
$12.8 Million
5.1% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
261,178
shares
|
$12.8 Million
3.86% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
254,385
shares
|
$12.5 Million
4.1% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
252,971
shares
|
$12.4 Million
0.83% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
252,942
shares
|
$12.4 Million
3.77% of portfolio
|
Q1 2025
Added 0.79%
|