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

Dimensional U.S. Targeted Value ETF logo
$53.36 -1.05 (-1.93%)
Closing price 08/1/2025 04:10 PM Eastern
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$53.36 -0.01 (-0.01%)
As of 08/1/2025 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)
446
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$547.95M
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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
8/1/2025JDH Wealth Management LLC232,777$12.56M9.6%-3.5%0.117%
8/1/2025Redwood Park Advisors LLC39,988$2.16M1.5%+6.8%0.020%
8/1/2025Clark Asset Management LLC20,635$1.11M0.2%+54.5%0.010%
8/1/2025Liberty Wealth Management LLC139,814$7.54M1.2%-0.2%0.070%
8/1/2025Brookwood Investment Group LLC4,872$263K0.0%-23.1%0.002%
8/1/2025First Command Advisory Services Inc.539,287$29.10M0.3%+6.3%0.271%
8/1/2025Red Lighthouse Investment Management LLC94,630$5.11M2.0%-9.5%0.047%
8/1/2025Envestnet Asset Management Inc.1,894,802$102.24M0.0%-0.6%0.951%
7/31/2025 Schoolcraft Capital LLC121,341$6.55M1.3%+13.0%0.061%
7/31/2025 Brighton Jones LLC10,255$553K0.0%-23.5%0.005%
7/31/2025 BIP Wealth LLC15,120$816K0.1%+178.8%0.008%
7/31/2025 City State Bank106,890$5.77M1.8%-0.7%0.054%
7/31/2025 Aspen Capital Management LLC299,283$16.15M4.5%-0.8%0.150%
7/31/2025 Focus Partners Advisor Solutions LLC4,859,841$262.24M3.5%-1.1%2.439%
7/31/2025 Curio Wealth LLC57,761$3.12M1.4%+125,467.4%0.029%
7/31/2025 LJI Wealth Management LLC61,743$3.33M0.6%+9.5%0.031%
7/31/2025 180 Wealth Advisors LLC13,112$708K0.1%+11.3%0.007%
7/31/2025 Silver Oak Advisory Group Inc.15,986$862K0.4%+97.1%0.008%
7/31/2025 Planning Center Inc.498,065$26.88M3.0%+9.1%0.250%
7/30/2025 Bayshore Asset Management LLC838,424$45.24M20.7%+0.1%0.421%
7/30/2025 EnRich Financial Partners LLC526,750$28.42M8.7%+2.2%0.264%
7/30/2025 Strategic Blueprint LLC23,941$1.29M0.1%+12.3%0.012%
7/30/2025 Freedom Investment Management Inc.56,550$3.05M0.2%-1.2%0.028%
7/30/2025 Forum Financial Management LP9,353,565$504.72M7.7%+5.4%4.695%
7/30/2025 Rehmann Capital Advisory Group35,634$1.92M0.1%+1.0%0.018%
7/30/2025 TFB Advisors LLC5,288$285K0.1%-8.0%0.003%
7/30/2025 Exencial Wealth Advisors LLC392,013$21.15M0.7%+7.9%0.197%
7/30/2025 Brookstone Capital Management4,435$239K0.0%-12.2%0.002%
7/30/2025 Phillips Financial Management LLC708,143$38.21M2.8%+6.2%0.355%
7/30/2025 Studio Investment Management LLC75,188$4.06M0.8%+8.6%0.038%
7/30/2025 D.A. Davidson & CO.131,800$7.11M0.1%+3.9%0.066%
7/30/2025 Jackson Thornton Wealth Management LLC2,857,878$160.27M18.4%-0.7%1.434%
7/30/2025 Clune & Associates LTD.75,964$4.10M1.1%+10.1%0.038%
7/30/2025 Mills Wealth Advisors LLC80,740$4.36M2.0%-12.4%0.041%
7/30/2025 Avidian Wealth Enterprises LLC16,490$890K0.0%+24.8%0.008%
7/30/2025 Princeton Global Asset Management LLC2,500$135K0.0%-12.6%0.001%
7/29/2025 Balboa Wealth Partners29,190$1.58M0.3%-4.2%0.015%
7/29/2025 Forvis Mazars Wealth Advisors LLC601,814$32.47M0.7%-12.2%0.302%
7/29/2025 Disciplined Investments LLC151,497$8.18M3.5%+9.3%0.076%
7/29/2025 Signature Estate & Investment Advisors LLC27,800$1.50M0.0%+25.2%0.014%
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7/29/2025 Aspiriant LLC193,868$10.46M0.3%+2.0%0.097%
7/29/2025 Private Wealth Management Group LLC75,709$4.09M1.4%-3.2%0.038%
7/29/2025 Kondo Wealth Advisors Inc.21,729$1.20M0.5%-7.7%0.011%
7/29/2025 Lutz Financial Services LLC141,608$7.64M0.6%+0.3%0.071%
7/29/2025 Stratos Wealth Partners LTD.108,276$5.84M0.1%+0.5%0.054%
7/29/2025 Private Trust Co. NA7,333$396K0.0%-2.9%0.004%
7/29/2025 Master S Wealth Management Inc.324,797$17.53M8.2%+10.1%0.163%
7/29/2025 Graver Capital Management LLC223,673$12.07M10.7%+10.4%0.112%
7/29/2025 TFC Financial Management Inc.430,787$23.25M3.2%-18.4%0.216%
7/29/2025 Activest Wealth Management156,261$8.43M2.0%-2.8%0.078%
7/29/2025 Werba Rubin Papier Wealth Management44,975$2.43M0.5%-10.1%0.023%
7/28/2025 Compass Advisory Group LLC17,779$959K0.3%-23.9%0.009%
7/28/2025 Wealthspan Partners LLC16,501$890K0.4%-22.1%0.008%
7/28/2025 Morris Financial Concepts Inc.43,278$2.34M0.9%+22.8%0.022%
7/28/2025 Mutual Advisors LLC36,728$2.06M0.1%-1.1%0.018%
7/28/2025 Disciplined Equity Management Inc.402,185$21.70M12.7%+19.7%0.202%
7/28/2025 Strategent Financial LLC44,323$2.39M1.9%+13.6%0.022%
7/28/2025 Delap Wealth Advisory LLC46,410$2.50M1.2%+6.5%0.023%
7/28/2025 Private Wealth Asset Management LLC1,009$54K0.0%-85.2%0.001%
7/28/2025 Sagespring Wealth Partners LLC3,963$214K0.0%-54.6%0.002%
7/28/2025 RFG Advisory LLC52,149$2.81M0.1%-2.1%0.026%
7/28/2025 Axxcess Wealth Management LLC55,741$3.01M0.1%-2.4%0.028%
7/25/2025 NorthRock Partners LLC2,655$143K0.0%-26.3%0.001%
7/25/2025 Atria Wealth Solutions Inc.10,124$557K0.0%-13.7%0.005%
7/25/2025 Sequoia Financial Advisors LLC1,261,350$68.06M0.5%+24.3%0.633%
7/25/2025 Ruedi Wealth Management Inc.217,383$11.73M3.5%-14.5%0.109%
7/25/2025 Index Fund Advisors Inc.6,171,419$333.01M18.7%-2.2%3.098%
7/25/2025 Libra Wealth LLC311,986$16.84M5.5%+19.4%0.157%
7/25/2025 Quantum Financial Planning Services Inc.68,237$3.68M1.7%+31.7%0.034%
7/25/2025 Gibson Capital LLC97,523$5.26M1.0%+0.4%0.049%
7/25/2025 CWM LLC53,126$2.87M0.0%-5.9%0.027%
7/25/2025 Tranquility Partners LLC5,722$309K0.1%+5.5%0.003%
7/25/2025 Apollon Wealth Management LLC17,131$924K0.0%+1.4%0.009%
7/24/2025 Trust Co. of Toledo NA OH497$27K0.0%N/A0.000%
7/24/2025 FinDec Wealth Services Inc.6,563$354K0.4%-52.2%0.003%
7/24/2025 rebel Financial LLC17,361$937K0.4%N/A0.009%
7/24/2025 Robertson Stephens Wealth Management LLC182,896$9.87M0.3%-0.9%0.092%
7/24/2025 WMG Financial Advisors LLC6,689$361K0.1%-17.4%0.003%
7/24/2025 McKinley Carter Wealth Services Inc.170,130$9.18M0.5%+2.0%0.085%
7/24/2025 Vantage Point Financial LLC74,537$4.02M1.8%+2.4%0.037%
7/24/2025 IFP Advisors Inc6,840$369K0.0%+39.1%0.003%
7/24/2025 Blair William & Co. IL4,848$262K0.0%+19.9%0.002%
7/24/2025 CarsonAllaria Wealth Management Ltd.27,208$1.47M0.8%-1.6%0.014%
7/24/2025 Wealth Advisors Northwest LLC6,702$362K0.2%N/A0.003%
7/24/2025 US Bancorp DE46,843$2.53M0.0%+0.6%0.024%
7/23/2025 L.K. Benson & Company P.C.17,546$947K0.6%-5.1%0.009%
7/23/2025 InTrack Investment Management Inc64,236$3.47M2.3%+819.5%0.032%
7/23/2025 Trifecta Capital Advisors LLC1,116$60K0.0%-26.2%0.001%
7/23/2025 Austin Asset Management Co Inc161,711$8.73M1.8%-0.2%0.081%
7/23/2025 Clear Creek Financial Management LLC16,962$915K0.1%-9.1%0.009%
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7/23/2025 Quarry Hill Advisors LLC32,777$1.77M1.0%-20.2%0.016%
7/23/2025 Fortis Advisors LLC6,305$340K0.2%-15.9%0.003%
7/23/2025 Valmark Advisers Inc.5,552$300K0.0%-39.9%0.003%
7/23/2025 Pure Portfolios Holdings LLC27,446$1.48M0.5%-6.4%0.014%
7/23/2025 Sax Wealth Advisors LLC835,698$45.09M2.7%-3.2%0.419%
7/23/2025 Watershed Private Wealth LLC120,792$6.52M2.4%+7.9%0.061%
7/23/2025 Wealth Management Nebraska215,040$11.61M1.6%+8.0%0.108%
7/23/2025 Joel Isaacson & Co. LLC724,343$39.09M1.6%+4.1%0.364%
7/23/2025 Roundview Capital LLC16,169$872K0.1%N/A0.008%
7/23/2025 HMV Wealth Advisors LLC230,697$12.45M8.2%+39.6%0.116%
(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, 724 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($786.82M), 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 ($285.67M), 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 607 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 ($3.26M), Elser Financial Planning Inc ($1.96M), EP Wealth Advisors LLC ($1.93M), Trust Co of the South ($1.93M), Modera Wealth Management LLC ($1.77M), Forum Financial Management LP ($1.64M), and Raymond James Financial Inc. ($1.41M).

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

Institutional investors have bought a total of 30,965,419 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

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

Of the 331 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 ($941.68K), MBB Public Markets I LLC ($641.73K), Symmetry Partners LLC ($534.82K), Hill Investment Group Partners LLC ($495.79K), Envestnet Asset Management Inc. ($482.52K), 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 10,224,355 shares in the last 24 months. This volume of shares sold represents approximately $547.95M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 8/2/2025 by MarketBeat.com Staff
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