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 810 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
428,890
shares
|
$24.4 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
427,948
shares
|
$24.4 Million
8.11% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
427,169
shares
|
$24.3 Million
4.69% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
417,953
shares
|
$23.8 Million
12.87% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
410,390
shares
|
$23.4 Million
11.75% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
410,361
shares
|
$23.4 Million
1.28% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
403,300
shares
|
$23 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
401,964
shares
|
$22.9 Million
0.74% of portfolio
|
Q4 2025
Reduced 5.38%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
399,024
shares
|
$22.7 Million
2.27% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
397,849
shares
|
$22.7 Million
12.18% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
393,997
shares
|
$22.4 Million
0.77% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
389,227
shares
|
$22.2 Million
20.25% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
387,662
shares
|
$22.1 Million
2.1% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$21.7 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
381,268
shares
|
$21.7 Million
3.65% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
378,882
shares
|
$21.6 Million
14.34% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$21 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jan 21, 2026 Q4 2025 |
362,045
shares
|
$20.6 Million
7.75% of portfolio
|
Q4 2025
Added 9.3%
|
|
|
Guardian Wealth Management, LLC
Chattanooga, TN |
Jan 20, 2026 Q4 2025 |
361,753
shares
|
$20.6 Million
6.83% of portfolio
|
Q4 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
358,136
shares
|
$20.4 Million
0.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
353,401
shares
|
$20.1 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
351,609
shares
|
$20 Million
6.85% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
349,310
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
348,377
shares
|
$19.8 Million
5.11% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
347,386
shares
|
$19.8 Million
5.23% of portfolio
|
Q3 2025
Reduced 1.85%
|
|