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 |
|---|---|---|---|---|---|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
189,559
shares
|
$10.8 Million
3.65% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
187,759
shares
|
$10.7 Million
6.33% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
187,289
shares
|
$10.7 Million
6.16% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
184,035
shares
|
$10.5 Million
6.65% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
179,536
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.1 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
177,055
shares
|
$10.1 Million
0.77% of portfolio
|
Q2 2023
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
176,910
shares
|
$10.1 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
176,579
shares
|
$10.1 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
171,949
shares
|
$9.79 Million
0.55% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
170,818
shares
|
$9.73 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,282
shares
|
$9.64 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
167,025
shares
|
$9.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 64.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
161,668
shares
|
$9.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
159,731
shares
|
$9.1 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
159,311
shares
|
$9.07 Million
1.94% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
157,568
shares
|
$8.97 Million
2.94% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
157,560
shares
|
$8.97 Million
2.51% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
156,124
shares
|
$8.89 Million
3.39% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
155,852
shares
|
$8.87 Million
3.79% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
155,440
shares
|
$8.85 Million
0.01% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
153,923
shares
|
$8.76 Million
5.63% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
151,700
shares
|
$8.64 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
149,952
shares
|
$8.54 Million
3.96% of portfolio
|
Q3 2025
Added 2224.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
149,356
shares
|
$8.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.2%
|
|