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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
108,366
shares
|
$5.32 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
107,686
shares
|
$5.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
107,600
shares
|
$5.28 Million
1.87% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
107,398
shares
|
$5.27 Million
1.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
106,807
shares
|
$5.24 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
106,537
shares
|
$5.23 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
104,544
shares
|
$5.13 Million
2.32% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
103,488
shares
|
$5.08 Million
2.22% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
102,720
shares
|
$5.04 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$4.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
99,226
shares
|
$4.87 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
97,712
shares
|
$4.79 Million
5.23% of portfolio
|
Q1 2025
Reduced 24.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
97,705
shares
|
$4.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
97,154
shares
|
$4.77 Million
1.52% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
97,123
shares
|
$4.77 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
95,019
shares
|
$4.66 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
94,578
shares
|
$4.64 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
93,413
shares
|
$4.58 Million
0.44% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
92,597
shares
|
$4.54 Million
4.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
92,135
shares
|
$4.52 Million
2.52% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
91,722
shares
|
$4.5 Million
4.15% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
87,420
shares
|
$4.29 Million
2.29% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
86,947
shares
|
$4.27 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
83,460
shares
|
$4.1 Million
3.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
81,886
shares
|
$4.02 Million
3.37% of portfolio
|
Q1 2025
Added 0.21%
|