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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
140,123
shares
|
$6.88 Million
1.43% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
140,027
shares
|
$6.87 Million
0.09% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
139,304
shares
|
$6.84 Million
2.4% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
138,599
shares
|
$6.8 Million
3.4% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
137,839
shares
|
$6.76 Million
4.15% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
137,017
shares
|
$6.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
135,835
shares
|
$6.67 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
132,267
shares
|
$6.49 Million
0.79% of portfolio
|
Q1 2025
Reduced 82.91%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
129,214
shares
|
$6.34 Million
2.77% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
128,575
shares
|
$6.31 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
126,801
shares
|
$6.22 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
126,799
shares
|
$6.22 Million
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
125,935
shares
|
$6.18 Million
3.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
124,957
shares
|
$6.13 Million
0.01% of portfolio
|
Q1 2025
Added 68.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
122,889
shares
|
$6.03 Million
0.16% of portfolio
|
Q1 2025
Added 61.49%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
119,858
shares
|
$5.88 Million
3.02% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
119,011
shares
|
$5.84 Million
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
118,860
shares
|
$5.83 Million
2.64% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
118,198
shares
|
$5.8 Million
1.23% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
117,855
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Added 52.81%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
117,671
shares
|
$5.77 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
113,937
shares
|
$5.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
112,385
shares
|
$5.51 Million
4.97% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
111,995
shares
|
$5.5 Million
2.31% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
108,486
shares
|
$5.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|