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 |
|---|---|---|---|---|---|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
113,593
shares
|
$6.47 Million
4.8% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
113,341
shares
|
$6.45 Million
1.12% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
112,642
shares
|
$6.41 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
111,078
shares
|
$6.32 Million
0.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
109,209
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
106,437
shares
|
$6.06 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
106,186
shares
|
$6.05 Million
3.24% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
104,099
shares
|
$5.93 Million
2.66% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
102,451
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
101,144
shares
|
$5.76 Million
0.03% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
100,981
shares
|
$5.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
100,978
shares
|
$5.75 Million
1.24% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
99,281
shares
|
$5.65 Million
2.52% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
99,247
shares
|
$5.65 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
93,521
shares
|
$5.33 Million
3.71% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
93,220
shares
|
$5.31 Million
1.94% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
92,697
shares
|
$5.28 Million
3.91% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
91,153
shares
|
$5.19 Million
1.16% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
90,718
shares
|
$5.17 Million
3.02% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
90,591
shares
|
$5.16 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
90,201
shares
|
$5.14 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
89,949
shares
|
$5.12 Million
1.83% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
89,188
shares
|
$5.08 Million
0.18% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
85,928
shares
|
$4.89 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
84,454
shares
|
$4.81 Million
2.0% of portfolio
|
Q3 2025
Added 4.6%
|
|