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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
147,634
shares
|
$8.41 Million
0.06% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
145,940
shares
|
$8.31 Million
0.13% of portfolio
|
Q3 2025
Added 46.67%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
145,405
shares
|
$8.28 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
144,916
shares
|
$8.25 Million
0.48% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
144,511
shares
|
$8.23 Million
4.72% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
142,393
shares
|
$8.11 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
141,532
shares
|
$8.06 Million
2.77% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
140,382
shares
|
$7.99 Million
2.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
140,005
shares
|
$7.97 Million
1.2% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
139,384
shares
|
$7.94 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
137,046
shares
|
$7.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
136,337
shares
|
$7.76 Million
2.56% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
134,523
shares
|
$7.66 Million
0.16% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
132,384
shares
|
$7.54 Million
5.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
129,997
shares
|
$7.4 Million
1.49% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
126,996
shares
|
$7.23 Million
1.96% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
125,048
shares
|
$7.12 Million
2.17% of portfolio
|
Q3 2025
Reduced 33.47%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
123,911
shares
|
$7.06 Million
2.68% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
122,806
shares
|
$6.99 Million
2.26% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
119,908
shares
|
$6.83 Million
0.35% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
119,780
shares
|
$6.82 Million
4.09% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
118,121
shares
|
$6.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
116,741
shares
|
$6.65 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
116,675
shares
|
$6.64 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
114,401
shares
|
$6.51 Million
1.98% of portfolio
|
Q3 2025
Added 7.03%
|
|