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 807 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
693,812
shares
|
$39.5 Million
4.31% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
688,392
shares
|
$39.2 Million
9.87% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
603,995
shares
|
$34.4 Million
15.62% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
580,105
shares
|
$33 Million
0.04% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
574,623
shares
|
$32.7 Million
0.0% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
553,247
shares
|
$31.5 Million
0.68% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
535,869
shares
|
$30.5 Million
25.82% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
528,700
shares
|
$30.1 Million
8.76% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
518,479
shares
|
$29.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 72.64%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
508,502
shares
|
$29 Million
6.66% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
504,527
shares
|
$28.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
500,864
shares
|
$28.5 Million
2.28% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
496,372
shares
|
$28.3 Million
3.38% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
494,791
shares
|
$28.2 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
478,831
shares
|
$27.3 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
467,620
shares
|
$26.6 Million
0.0% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
466,855
shares
|
$26.6 Million
6.4% of portfolio
|
Q3 2022
Added 3.8%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
466,243
shares
|
$26.5 Million
16.02% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
462,825
shares
|
$26.4 Million
18.15% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
451,899
shares
|
$25.7 Million
4.32% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
450,153
shares
|
$25.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
444,646
shares
|
$25.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
439,850
shares
|
$25 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
432,188
shares
|
$24.6 Million
7.3% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
428,890
shares
|
$24.4 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.44%
|
|