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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
251,757
shares
|
$14.2 Million
0.04% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
250,427
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Added 143.7%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
247,065
shares
|
$13.9 Million
4.76% of portfolio
|
Q4 2023
Added 3.95%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
241,312
shares
|
$13.6 Million
10.66% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
239,437
shares
|
$13.5 Million
2.62% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
238,582
shares
|
$13.4 Million
0.01% of portfolio
|
Q1 2025
Added 48.98%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
234,148
shares
|
$13.2 Million
5.22% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
231,456
shares
|
$13 Million
7.63% of portfolio
|
Q4 2022
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
230,287
shares
|
$13 Million
10.27% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
222,309
shares
|
$12.5 Million
5.61% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
220,282
shares
|
$12.4 Million
3.58% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
206,246
shares
|
$11.6 Million
1.52% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
205,960
shares
|
$11.6 Million
10.57% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
202,657
shares
|
$11.4 Million
10.64% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
199,056
shares
|
$11.2 Million
1.56% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
196,397
shares
|
$11.1 Million
3.35% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
193,232
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
190,141
shares
|
$10.7 Million
0.34% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
189,258
shares
|
$10.7 Million
7.71% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
187,952
shares
|
$10.6 Million
4.1% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
187,170
shares
|
$10.5 Million
1.87% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
186,908
shares
|
$10.5 Million
4.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
185,610
shares
|
$10.5 Million
6.92% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
184,499
shares
|
$10.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
177,859
shares
|
$10 Million
6.13% of portfolio
|
Q1 2025
Added 0.92%
|