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Dimensional U.S. Targeted Value ETF (DFAT) Institutional Ownership

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(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Number of
Institutional Buyers
(last 12 months)
344
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$275.29M
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DFAT Institutional Buying and Selling by Quarter

Dimensional U.S. Targeted Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Davis R M Inc.3,930$214K0.0%-21.2%0.002%
5/11/2024Jacobi Capital Management LLC3,737$203K0.0%-9.0%0.002%
5/10/2024TIAA Trust National Association21,375$1.16M0.0%-8.5%0.012%
5/10/2024ARK & TLK Investments LLC49,741$2.71M0.9%-15.5%0.027%
5/10/2024 Truepoint Inc.1,573,506$85.65M2.4%-3.2%0.850%
5/9/2024 Forum Financial Management LP9,086,153$494.56M8.5%-0.9%4.909%
5/9/2024 Blair William & Co. IL3,680$200K0.0%+35.1%0.002%
5/9/2024 Orion Portfolio Solutions LLC68,274$3.72M0.0%+22.7%0.037%
5/9/2024 Renasant Bank26,436$1.44M1.0%N/A0.014%
5/9/2024 SageView Advisory Group LLC4,976$271K0.0%-21.0%0.003%
5/9/2024 Angeles Wealth Management LLC3,158$172K0.0%+327.9%0.002%
5/8/2024 Avantax Advisory Services Inc.35,325$1.92M0.0%+69.7%0.019%
5/8/2024 US Bancorp DE47,192$2.57M0.0%+21.8%0.025%
5/8/2024 QRG Capital Management Inc.5,566$303K0.0%+42.8%0.003%
5/8/2024 Tranquility Partners LLC4,596$250K0.1%+7.9%0.002%
5/8/2024 Watershed Private Wealth LLC99,084$5.39M2.4%-9.3%0.054%
5/8/2024 Thoroughbred Financial Services LLC6,137$334K0.0%-27.4%0.003%
5/7/2024 WMG Financial Advisors LLC13,964$760K0.4%-5.3%0.008%
5/7/2024 Bedel Financial Consulting Inc.25,217$1.37M0.2%+14.5%0.014%
5/7/2024 Significant Wealth Partners LLC4,611$251K0.2%N/A0.002%
5/7/2024 TCI Wealth Advisors Inc.524,987$28.58M2.8%-2.5%0.284%
5/7/2024 CarsonAllaria Wealth Management Ltd.29,972$1.63M1.0%-1.2%0.016%
5/7/2024 BOS Asset Management LLC20,449$1.11M0.6%+2.4%0.011%
5/7/2024 Oppenheimer & Co. Inc.164,903$8.98M0.1%+4.7%0.089%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management856,066$46.60M1.4%+0.9%0.462%
5/7/2024 TAGStone Capital Inc.87,945$4.79M2.8%+2.2%0.048%
5/7/2024 Empowered Funds LLC217,885$11.86M0.2%N/A0.118%
5/6/2024 Ruedi Wealth Management Inc.224,600$12.23M5.1%-0.3%0.121%
5/6/2024DiNuzzo Private Wealth Inc.148,691$8.09M1.1%-0.9%0.080%
5/4/2024 Hemington Wealth Management8,844$482K0.2%-15.6%0.005%
5/4/2024 Disciplined Equity Management Inc.345,107$18.78M12.5%+3.8%0.187%
5/4/2024 Geneos Wealth Management Inc.5,831$317K0.0%-42.4%0.003%
5/4/2024 Silver Oak Advisory Group Inc.8,652$471K0.3%-4.3%0.005%
5/4/2024 Team Hewins LLC1,005,673$54.74M7.5%-0.2%0.544%
5/3/2024 Avidian Wealth Solutions LLC12,899$702K0.0%+16.2%0.007%
5/3/2024 TFB Advisors LLC6,241$320K0.1%N/A0.003%
5/3/2024 Larson Financial Group LLC386,177$21.02M1.6%-1.5%0.209%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,563$466K0.1%+9.2%0.005%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC55,980$3.05M0.9%-38.3%0.030%
5/3/2024 Rehmann Capital Advisory Group31,860$1.73M0.1%+1.3%0.017%
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5/3/2024 Lutz Financial Services LLC146,102$7.95M0.7%-3.4%0.079%
5/3/2024 Liberty Wealth Management LLC142,513$7.76M1.5%-0.5%0.077%
5/2/2024 First Command Advisory Services Inc.348,533$18.97M0.2%+16.8%0.188%
5/2/2024 Financial Counselors Inc.35,076$1.91M0.0%N/A0.019%
5/2/2024 Elevate Wealth Advisory Inc.52,960$2.88M2.5%+27.7%0.029%
5/2/2024 St. Louis Trust Co6,762$368K0.1%N/A0.004%
5/2/2024 Choreo LLC509,175$27.71M0.7%-2.5%0.275%
5/2/2024 Better Money Decisions LLC138,953$7.56M6.0%+43.8%0.075%
5/1/2024 Stone Point Wealth LLC11,161$607K0.2%-5.9%0.006%
5/1/2024 Cherry Tree Wealth Management LLC104,862$5.71M1.4%-3.7%0.057%
5/1/2024 Blue Trust Inc.9,500$517K0.0%-11.0%0.005%
5/1/2024 Sequoia Financial Advisors LLC718,356$39.10M0.5%+2.1%0.388%
5/1/2024 Diversify Advisory Services LLC22,621$1.22M0.1%N/A0.012%
4/30/2024 Private Advisor Group LLC35,766$1.95M0.0%-25.2%0.019%
4/30/2024 Lodestone Wealth Management LLC9,538$519K0.3%+33.4%0.005%
4/30/2024 TFC Financial Management Inc.535,565$29.15M5.2%-1.5%0.289%
4/30/2024 Hartline Investment Corp75,665$4.12M0.7%N/A0.041%
4/30/2024 HB Wealth Management LLC11,884$647K0.0%-8.9%0.006%
4/30/2024 SpiderRock Advisors LLC57,196$2.95M0.1%N/A0.031%
4/30/2024 Valued Wealth Advisors LLC75,145$4.09M2.9%-75.2%0.041%
4/30/2024 RF&L Wealth Management LLC298,385$16.24M12.5%-1.0%0.161%
4/30/2024 Vance Wealth Inc.12,256$667K0.3%+6.4%0.007%
4/30/2024 Private Wealth Management Group LLC90,236$4.91M2.2%-1.4%0.049%
4/30/2024 Joel Isaacson & Co. LLC628,078$34.19M1.9%+4.7%0.340%
4/30/2024 Perigon Wealth Management LLC7,475$407K0.0%-17.0%0.004%
4/29/2024Commonwealth Equity Services LLC383,176$20.86M0.0%+5.0%0.207%
4/29/2024 Greenleaf Trust7,396$403K0.0%+33.3%0.004%
4/29/2024 Castle Wealth Management LLC5,804$316K0.2%-7.6%0.003%
4/29/2024 Wealthspan Partners LLC21,866$1.19M0.7%+3.1%0.012%
4/29/2024 American Capital Advisory LLC934$51K0.0%-57.4%0.001%
4/29/2024 PBMares Wealth Management LLC388,091$21.12M5.5%-1.3%0.210%
4/29/2024 Intelligent Financial Strategies896$49K0.0%-34.9%0.000%
4/27/2024 Glass Jacobson Investment Advisors llc37,263$2.03M0.8%+2.6%0.020%
4/27/2024 Capital Performance Advisors LLP818,186$44.53M17.0%-1.1%0.442%
4/27/2024 Austin Asset Management Co Inc175,891$9.57M2.1%-2.9%0.095%
4/26/2024 McKinley Carter Wealth Services Inc.140,749$7.66M0.5%+1.2%0.076%
4/26/2024 Clear Creek Financial Management LLC16,455$896K0.1%+7.6%0.009%
4/26/2024 Quantum Financial Advisors LLC332,002$18.07M3.2%-3.5%0.179%
4/26/2024 Mesirow Financial Investment Management Inc.7,540$410K0.0%N/A0.004%
4/26/2024 Claris Advisors LLC MO78,067$4.25M2.1%-1.5%0.042%
4/25/2024 Allworth Financial LP508,503$27.68M0.2%-0.6%0.275%
4/25/2024 Glassy Mountain Advisors Inc.155,027$8.44M3.2%+3.3%0.084%
4/25/2024 Capital Investment Advisory Services LLC7,981$434K0.0%-15.6%0.004%
4/25/2024 Keb Asset Management LLC630,859$34.34M11.7%0.0%0.341%
4/25/2024 IFG Advisors LLC4,871$265K0.1%N/A0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.594,283$32.35M0.1%-5.8%0.321%
4/25/2024 Intergy Private Wealth LLC19,998$1.09M0.4%-1.4%0.011%
4/24/2024 Zhang Financial LLC24,503$1.33M0.1%-3.5%0.013%
4/24/2024 1900 Wealth Management LLC103,154$5.62M0.5%-3.4%0.056%
4/24/2024 Activest Wealth Management128,904$7.02M3.4%+5.4%0.070%
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4/24/2024 Paragon Financial Partners Inc.10,164$553K0.5%+100.0%0.005%
4/24/2024 Spire Wealth Management182,442$9.93M0.4%+2.5%0.099%
4/23/2024Busey Bank4,546$247K0.0%N/A0.002%
4/23/2024 Global Retirement Partners LLC1,470$80K0.0%-35.8%0.001%
4/23/2024 Live Oak Private Wealth LLC55,382$3.01M0.5%+3.7%0.030%
4/23/2024 Fifth Third Bancorp8,966$488K0.0%-4.1%0.005%
4/23/2024 Revisor Wealth Management LLC10,488$560K0.3%N/A0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.742,460$40.41M0.1%+6.8%0.401%
4/22/2024 Strategic Financial Concepts LLC4,037$220K0.1%N/A0.002%
4/22/2024 Confluence Wealth Services Inc.160,594$8.74M0.8%+17.1%0.087%
(Data available from 1/1/2016 forward)

DFAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAT shares?

During the previous two years, 547 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($22.61B), Creative Planning ($713.72M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($494.56M), Index Fund Advisors Inc. ($363.37M), Savant Capital LLC ($284.32M), and Merriman Wealth Management LLC ($180.69M).Learn more on DFAT's institutional investors.

Which institutional investors have been buying Dimensional U.S. Targeted Value ETF stock?

Of the 476 institutional investors that purchased Dimensional U.S. Targeted Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($6.47M), Forum Financial Management LP ($4.24M), Buckingham Strategic Partners ($2.87M), Savant Capital LLC ($2.41M), Apella Capital LLC ($2.37M), Modera Wealth Management LLC ($2.07M), and Trust Co of the South ($1.91M).

How much institutional buying is happening at Dimensional U.S. Targeted Value ETF?

Institutional investors have bought a total of 59,148,837 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

Which Dimensional U.S. Targeted Value ETF major shareholders have been selling company stock?

Of the 321 institutional investors that sold Dimensional U.S. Targeted Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Index Fund Advisors Inc. ($961.04K), Carlson Capital Management ($833.63K), Modera Wealth Management LLC ($583.03K), Jackson Thornton Asset Management LLC ($578.26K), Envestnet Asset Management Inc. ($552.10K), Truepoint Inc. ($328.84K), and Buckingham Strategic Partners LLC ($325.02K).

How much institutional selling is happening at Dimensional U.S. Targeted Value ETF?

Institutional investors have sold a total of 11,171,486 shares in the last 24 months. This volume of shares sold represents approximately $512.52M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 5/11/2024 by MarketBeat.com Staff

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