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

Dimensional U.S. Targeted Value ETF logo
$56.82 +0.20 (+0.35%)
Closing price 10/17/2025 04:10 PM Eastern
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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)
468
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$608.81M
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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
10/17/2025Fortitude Family Office LLC60,265$3.51M0.9%+27.1%0.030%
10/17/20251900 Wealth Management LLC85,928$5.00M0.3%-0.7%0.043%
10/17/2025Henrickson Nauta Wealth Advisors Inc.304,219$17.71M5.6%+4.9%0.153%
10/17/2025Total Wealth Planning LLC61,587$3.59M0.4%-0.7%0.031%
10/17/2025Maryland Capital Advisors Inc.75,833$4.41M1.6%+19.2%0.038%
10/17/2025Clune & Associates LTD.73,369$4.27M1.1%-3.4%0.037%
10/17/2025Great Oak Capital Partners LLC1,390,328$81.24M21.3%+3.9%0.698%
10/17/2025Apella Capital LLC1,655,470$93.73M2.1%-0.1%0.831%
10/16/2025 Vestment Financial LLC90,718$5.30M3.0%+3.2%0.046%
10/16/2025 180 Wealth Advisors LLC13,597$792K0.1%+3.7%0.007%
10/16/2025 OLIO Financial Planning211,407$12.31M3.6%+7.6%0.106%
10/16/2025 Conrad Siegel Investment Advisors Inc.416,495$24.24M5.1%+1.2%0.209%
10/16/2025 City State Bank114,401$6.66M1.9%+7.0%0.057%
10/16/2025 Triune Financial Partners LLC348,377$20.28M5.1%+3.3%0.175%
10/16/2025 Shearwater Capital LLC82,740$4.82M2.9%-0.3%0.042%
10/16/2025 Fortress Wealth Management Inc.10,892$634K0.3%-29.7%0.005%
10/15/2025 CWM LLC50,988$2.97M0.0%-4.0%0.026%
10/15/2025 Granite Bay Wealth Management LLC3,717$216K0.1%N/A0.002%
10/15/2025 FMB Wealth Management106,186$6.18M2.6%+0.5%0.053%
10/15/2025 Weinberger Asset Management Inc82,135$4.78M1.7%+26.1%0.041%
10/15/2025 Pure Portfolios Holdings LLC28,345$1.65M0.5%+3.3%0.014%
10/15/2025 Brookstone Capital Management16,519$962K0.0%+272.5%0.008%
10/15/2025 Private Trust Co. NA7,548$439K0.0%+2.9%0.004%
10/15/2025 Level Financial Advisors70,724$4.12M1.2%+0.9%0.036%
10/15/2025 Symmetry Partners LLC61,182$3.56M0.4%+2.2%0.031%
10/15/2025 CogentBlue Wealth Advisors LLC93,521$5.44M3.7%-4.9%0.047%
10/15/2025 Cypress Wealth Services LLC3,635$212K0.0%N/A0.002%
10/15/2025 Plancorp LLC1,480,606$86.19M2.7%-3.6%0.743%
10/14/2025 Great Waters Wealth Management734,847$42.78M5.1%+6.4%0.369%
10/14/2025 DiNuzzo Private Wealth Inc.137,046$8.07M0.9%-0.9%0.069%
10/14/2025 Prism Advisors Inc.297,553$17.32M4.7%N/A0.149%
10/14/2025 Farther Finance Advisors LLC145,940$8.50M0.1%+46.7%0.073%
10/14/2025 Quantum Financial Planning Services Inc.77,704$4.52M1.8%+13.9%0.039%
10/14/2025 Meritas Wealth Management LLC421,864$24.56M12.2%-2.3%0.212%
10/14/2025 Elevation Wealth Partners LLC41,994$2.44M0.9%+7.3%0.021%
10/14/2025 LongView Wealth Management14,100$821K0.2%+9.3%0.007%
10/14/2025 BlueSky Wealth Advisors LLC293,456$17.08M2.3%+1.5%0.147%
10/14/2025 Northwest Wealth Management LLC116,675$6.79M1.1%-0.9%0.059%
10/14/2025 Parkwoods Wealth Partners LLC852,628$49.63M16.9%+33.2%0.428%
10/14/2025 Financial Harvest LLC462,825$26.94M18.2%+2.0%0.232%
10/14/2025 Dopkins Wealth Management LLC334,609$19.48M8.2%-1.1%0.168%
10/14/2025 Physician Wealth Solutions Inc.73,487$4.28M1.9%-0.4%0.037%
10/14/2025 Foster Group Inc.424,828$24.73M0.8%-12.5%0.213%
10/14/2025 Harbor Group Inc.3,470$202K0.0%N/A0.002%
10/14/2025 Evanson Asset Management LLC1,095,335$63.76M3.7%-0.5%0.550%
10/14/2025 Pioneer Wealth Management Group136,337$7.94M2.6%+12.6%0.068%
10/14/2025 WestHill Financial Advisors Inc.3,513$204K0.0%N/A0.002%
10/14/2025 TCI Wealth Advisors Inc.478,831$27.87M1.7%-0.7%0.240%
10/14/2025 Rockwood Wealth Management LLC36,964$2.15M0.2%+32.3%0.019%
10/10/2025 Navigoe LLC225,927$13.15M8.4%-1.6%0.113%
10/10/2025 Financial Connections Group Inc.680$39K0.0%-42.4%0.000%
10/10/2025 HMV Wealth Advisors LLC225,407$13.12M7.2%-2.3%0.113%
10/10/2025 Mills Wealth Advisors LLC84,454$4.92M2.0%+4.6%0.042%
10/10/2025 Lionshead Wealth Management LLC76,632$4.46M3.5%+68.0%0.038%
10/10/2025 Abound Wealth Management1,620$94K0.0%N/A0.001%
10/10/2025 Focus Financial Network Inc.12,775$744K0.0%+4.6%0.006%
10/10/2025 Fiduciary Financial Group LLC196,446$11.44M1.8%+5.0%0.099%
10/9/2025 Baker Tilly Wealth Management LLC349,554$20.35M4.6%+2,407.6%0.175%
10/9/2025 Capstone Wealth Management LLC206,350$12.01M9.2%+0.1%0.104%
10/9/2025 U.S. Capital Wealth Advisors LLC9,985$581K0.0%-8.2%0.005%
10/9/2025 ShankerValleau Wealth Advisors Inc.213,374$12.42M3.2%-3.1%0.107%
10/9/2025 Dynamic Advisor Solutions LLC15,427$898K0.0%-3.6%0.008%
10/9/2025 Eclectic Associates Inc. ADV200,936$11.70M2.1%+51.2%0.101%
10/9/2025 Fermata Advisors LLC3,700$215K0.1%N/A0.002%
10/9/2025 Wealth Advisors Northwest LLC5,892$343K0.2%-12.1%0.003%
10/9/2025 Websterrogers Financial Advisors LLC23,799$1.39M0.4%-3.3%0.012%
10/8/2025 Rise Advisors LLC493$29K0.0%-99.8%0.000%
10/8/2025 Fiduciary Alliance LLC4,581$267K0.0%-13.9%0.002%
10/8/2025 Retirement Wealth Solutions LLC1,237$72K0.0%N/A0.001%
10/8/2025 Andrews Lucia Wealth Management LLC243,616$14.18M8.5%-4.0%0.122%
10/8/2025 Wedmont Private Capital7,755$450K0.0%-14.9%0.004%
10/8/2025 RF&L Wealth Management LLC290,556$16.91M9.9%+0.2%0.146%
10/8/2025 Quantum Financial Advisors LLC262,872$15.30M1.9%-2.8%0.132%
10/8/2025 Cypress Point Wealth Management LLC8,316$484K0.1%-18.1%0.004%
10/7/2025 McLean Asset Management Corp239,248$14.07M2.9%-7.4%0.120%
10/6/2025 Keb Asset Management LLC688,392$40.07M9.0%-0.4%0.346%
10/6/2025 Strathmore Capital Advisors Inc.38,939$2.27M0.9%-9.4%0.020%
10/6/2025 Cambridge Financial Group LLC352,502$20.52M6.6%+0.2%0.177%
10/2/2025 Trust Co of the South1,779,073$103.56M17.2%-0.9%0.898%
10/2/2025 Helen Stephens Group LLC508,502$29.60M6.6%+3.4%0.257%
9/26/2025Corient Private Wealth LLC2,270,663$122.53M0.2%-20.3%1.146%
9/23/2025RS Crum Inc.311,202$16.79M4.0%+7.0%0.157%
9/22/2025Caldwell Trust Co3,606$195K0.0%N/A0.002%
9/9/2025 Cambridge Financial Group LLC351,786$18.98M7.1%+6.9%0.178%
9/4/2025Osaic Holdings Inc.161,106$8.63M0.0%+36.7%0.081%
8/29/2025Centaurus Financial Inc.12,868$694K0.0%+7.0%0.006%
8/27/2025Orion Porfolio Solutions LLC67,844$3.66M0.0%+12.9%0.034%
8/26/2025Nautilus Advisors LLC10,820$584K0.4%+80.5%0.005%
8/25/2025Silverlake Wealth Management LLC7,029$379K0.1%N/A0.004%
8/19/2025Advisory Services Network LLC7,053$384K0.0%-15.6%0.004%
8/19/2025Asset Dedication LLC2,396,117$129.29M9.4%+4.0%1.203%
8/18/2025Geneos Wealth Management Inc.8,789$474K0.0%+84.4%0.004%
8/15/2025Tower Research Capital LLC TRC 8,374$452K0.0%N/A0.004%
8/15/2025FFT Wealth Management LLC3,709$202K0.0%N/A0.002%
8/15/2025Corient Private Wealth LLC2,758,756$148.86M0.2%-3.2%1.393%
8/15/2025Equitable Holdings Inc.310,008$16.73M0.1%+7.0%0.156%
8/15/2025Captrust Financial Advisors157,549$8.50M0.0%+5.4%0.080%
8/15/2025Vident Advisory LLC4,296$232K0.0%N/A0.002%
8/15/2025Visionary Wealth Advisors263,445$14.22M0.7%+4.1%0.133%
8/15/2025Two Sigma Securities LLC5,117$276K0.0%N/A0.003%
(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, 732 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($760.61M), Focus Partners Wealth ($668.60M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($504.72M), Index Fund Advisors Inc. ($333.01M), Savant Capital LLC ($266.84M), and Focus Partners Advisor Solutions LLC ($262.24M).Learn more on Dimensional U.S. Targeted Value ETF's institutional investors.

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

Of the 615 institutional investors that purchased Dimensional U.S. Targeted Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pure Financial Advisors LLC ($2.96M), EP Wealth Advisors LLC ($2.19M), Elser Financial Planning Inc ($1.96M), Trust Co of the South ($1.93M), Modera Wealth Management LLC ($1.77M), Forum Financial Management LP ($1.64M), and Raymond James Financial Inc. ($1.55M).

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

Institutional investors have bought a total of 31,134,617 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

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

Of the 347 institutional investors that sold Dimensional U.S. Targeted Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Index Fund Advisors Inc. ($1.34M), Mercer Global Advisors Inc. ADV ($744.67K), Corient Private Wealth LLC ($681.43K), MBB Public Markets I LLC ($641.73K), Symmetry Partners LLC ($534.82K), Hill Investment Group Partners LLC ($500.32K), and Forvis Mazars Wealth Advisors LLC ($252.40K).

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

Institutional investors have sold a total of 11,303,555 shares in the last 24 months. This volume of shares sold represents approximately $608.81M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 10/19/2025 by MarketBeat.com Staff
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