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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$8.69 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$8.69 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
174,712
shares
|
$8.57 Million
2.76% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
173,454
shares
|
$8.51 Million
0.3% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
172,121
shares
|
$8.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$8.31 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
166,778
shares
|
$8.18 Million
0.55% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
165,197
shares
|
$8.11 Million
6.75% of portfolio
|
Q1 2025
Added 66.23%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
164,100
shares
|
$8.05 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
162,606
shares
|
$7.98 Million
1.53% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
162,106
shares
|
$7.95 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
161,739
shares
|
$7.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
161,729
shares
|
$7.94 Million
5.45% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
160,770
shares
|
$7.89 Million
2.66% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
160,687
shares
|
$7.88 Million
2.39% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
160,140
shares
|
$7.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
159,675
shares
|
$7.84 Million
8.49% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
159,321
shares
|
$7.82 Million
0.13% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
157,541
shares
|
$7.73 Million
4.55% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
154,217
shares
|
$7.57 Million
5.92% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
150,399
shares
|
$7.38 Million
3.42% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
149,502
shares
|
$7.34 Million
0.02% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
141,253
shares
|
$6.93 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
141,071
shares
|
$6.92 Million
2.79% of portfolio
|
Q1 2025
Added 1246.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
140,330
shares
|
$6.89 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.46%
|