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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
140,123
shares
|
$7.9 Million
1.43% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
140,027
shares
|
$7.89 Million
0.09% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
139,304
shares
|
$7.85 Million
2.4% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
138,599
shares
|
$7.81 Million
3.4% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
137,017
shares
|
$7.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
135,835
shares
|
$7.65 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
135,284
shares
|
$7.62 Million
3.6% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
132,430
shares
|
$7.46 Million
5.81% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
132,267
shares
|
$7.45 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
|
$7.28 Million
2.77% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
128,575
shares
|
$7.25 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
126,801
shares
|
$7.15 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
126,799
shares
|
$7.15 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
|
$7.1 Million
3.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
124,957
shares
|
$7.04 Million
0.01% of portfolio
|
Q1 2025
Added 68.33%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
121,123
shares
|
$6.83 Million
2.42% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
119,011
shares
|
$6.71 Million
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
118,198
shares
|
$6.66 Million
1.23% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
117,855
shares
|
$6.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
117,671
shares
|
$6.63 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
113,937
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
112,385
shares
|
$6.33 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
|
$6.31 Million
2.31% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
108,486
shares
|
$6.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
108,366
shares
|
$6.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.87%
|