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

Dimensional U.S. Targeted Value ETF logo
$49.07 -0.45 (-0.91%)
As of 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)
409
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$459.87M
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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
4/30/2025Vestia Personal Wealth Advisors189,258$9.75M7.3%-4.3%0.097%
4/30/2025Cerity Partners LLC690,494$35.55M0.1%-0.4%0.352%
4/30/2025Phillips Financial Management LLC667,003$34.34M2.7%+12.6%0.340%
4/30/2025TRU Independence Asset Management 2 LLC27,493$1.42M1.1%+4.4%0.014%
4/30/2025Astra Wealth Partners LLC37,256$1.92M1.8%+2.3%0.019%
4/30/2025Financial Synergies Wealth Advisors Inc.32,517$1.67M0.2%-1.9%0.017%
4/30/2025Poinciana Advisors Group LLC30,260$1.56M1.6%-5.4%0.015%
4/30/2025Index Fund Advisors Inc.6,312,286$325.02M20.1%-12.3%3.222%
4/30/2025Axxcess Wealth Management LLC57,126$2.94M0.1%+693.6%0.029%
4/30/2025Rehmann Capital Advisory Group35,266$1.82M0.1%+3.4%0.018%
4/30/2025Graver Capital Management LLC202,657$10.44M10.6%+7.7%0.103%
4/30/2025OMNI 360 Wealth Inc.137,839$7.10M4.2%+3.7%0.070%
4/30/2025M&T Bank Corp9,053$466K0.0%-10.2%0.005%
4/30/2025SilverOak Wealth Management LLC4,094$211K0.0%-11.7%0.002%
4/30/2025Stratos Wealth Partners LTD.107,686$5.55M0.1%-2.7%0.055%
4/30/2025Aurelius Family Office LLC19,350$996K0.5%-3.2%0.010%
4/30/2025Brown Advisory Inc.12,902$664K0.0%+188.6%0.007%
4/29/2025 Financial Counselors Inc.37,085$1.91M0.0%-0.7%0.019%
4/29/2025 Callan Capital LLC6,867$354K0.0%N/A0.004%
4/29/2025 Envestnet Asset Management Inc.1,906,733$98.18M0.0%-1.9%0.973%
4/29/2025 Pure Portfolios Holdings LLC29,338$1.51M0.6%+13.0%0.015%
4/29/2025 Cloud Capital Management LLC8,940$460K0.3%N/A0.005%
4/29/2025 Bank of New York Mellon Corp7,455$384K0.0%-21.5%0.004%
4/29/2025 Jackson Thornton Wealth Management LLC2,878,712$136.39M18.1%-2.6%1.469%
4/29/2025 Capital Investment Advisory Services LLC2,889$149K0.0%-11.0%0.001%
4/29/2025 Morris Financial Concepts Inc.35,249$1.82M0.8%+13.5%0.018%
4/29/2025 Mills Wealth Advisors LLC92,135$4.74M2.5%+14.6%0.047%
4/29/2025 Strategic Blueprint LLC21,325$1.10M0.1%+81.4%0.011%
4/29/2025 OneDigital Investment Advisors LLC70,228$3.62M0.0%-12.9%0.036%
4/29/2025 Aviance Capital Partners LLC58,436$3.01M0.4%+9.8%0.030%
4/28/2025 Castle Wealth Management LLC4,970$256K0.1%-8.9%0.003%
4/28/2025 North Capital Inc.4,356$224K0.2%N/A0.002%
4/28/2025 D.A. Davidson & CO.126,799$6.53M0.1%+3.6%0.065%
4/28/2025 Mutual Advisors LLC37,148$1.82M0.1%+0.8%0.019%
4/28/2025 Lodestone Wealth Management LLC16,581$854K0.5%+10.8%0.008%
4/28/2025 Clune & Associates LTD.68,991$3.55M1.1%+13.6%0.035%
4/28/2025 Axis Wealth Partners LLC11,820$609K0.5%+38.6%0.006%
4/28/2025 Glassy Mountain Advisors Inc.164,100$8.45M3.0%-0.2%0.084%
4/28/2025 Private Trust Co. NA7,552$389K0.0%+7.4%0.004%
4/28/2025 American Capital Advisory LLC16,309$840K0.5%+15.9%0.008%
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4/28/2025 CarsonAllaria Wealth Management Ltd.27,657$1.42M0.8%-2.3%0.014%
4/28/2025 Rossby Financial LCC520$26K0.0%N/A0.000%
4/28/2025 Vermillion Wealth Management Inc.12,524$645K0.2%+6.6%0.006%
4/28/2025 Red Lighthouse Investment Management LLC104,544$5.69M2.3%+6.4%0.053%
4/28/2025 Quarry Hill Advisors LLC41,070$2.12M1.4%+40.9%0.021%
4/28/2025 Clear Creek Financial Management LLC18,662$961K0.1%+84.4%0.010%
4/28/2025 BetterWealth LLC24,547$1.26M0.4%-62.1%0.013%
4/25/2025 Mather Group LLC.270,619$13.93M0.2%+23.3%0.138%
4/25/2025 Heritage Investment Group Inc.33,724$1.74M0.3%+3.6%0.017%
4/25/2025 EnRich Financial Partners LLC515,177$26.53M8.9%+0.5%0.263%
4/25/2025 Libra Wealth LLC261,374$13.46M5.0%-1.3%0.133%
4/25/2025 DiNuzzo Private Wealth Inc.140,330$7.23M0.9%-1.5%0.072%
4/25/2025 Northwest Wealth Management LLC118,198$6.09M1.2%+1.7%0.060%
4/25/2025 Albion Financial Group UT1,301$67K0.0%N/A0.001%
4/25/2025 Financial Consulate Inc.135,835$6.99M1.8%N/A0.069%
4/25/2025 Root Financial Partners LLC22,826$1.18M0.1%+102.9%0.012%
4/25/2025 Joel Isaacson & Co. LLC695,628$35.82M1.6%+4.5%0.355%
4/25/2025 Master S Wealth Management Inc.295,134$15.20M8.0%+3.7%0.151%
4/24/2025 Confluence Wealth Services Inc.351,096$16.93M1.1%+3.5%0.179%
4/24/2025 Hartmann Taylor Wealth Management LLC3,916$202K0.2%N/A0.002%
4/24/2025 Oakworth Capital Inc.6,799$350K0.0%+36.0%0.003%
4/24/2025 Transcend Capital Advisors LLC5,720$295K0.0%N/A0.003%
4/24/2025 Beacon Financial Advisory LLC4,719$243K0.1%N/A0.002%
4/24/2025 TFC Financial Management Inc.527,987$27.19M4.2%-1.7%0.268%
4/23/2025 Austin Asset Management Co Inc162,106$8.35M1.8%-1.9%0.082%
4/23/2025 Sequoia Financial Advisors LLC1,014,429$52.23M0.4%+27.1%0.515%
4/23/2025 Pure Financial Advisors LLC4,269,836$219.85M4.6%+6.3%2.166%
4/23/2025 Vannoy Advisory Group Inc.18,100$932K0.7%-1.8%0.009%
4/23/2025 Perigon Wealth Management LLC12,103$623K0.0%-23.6%0.006%
4/23/2025 Bessemer Group Inc.21,668$1.12M0.0%-37.3%0.011%
4/23/2025 Spire Wealth Management173,454$8.93M0.3%+2.5%0.088%
4/23/2025 Timonier Family Office LTD.150,399$7.74M3.4%-3.2%0.076%
4/23/2025 Mattern Capital Management LLC14,295$736K0.1%+16.4%0.007%
4/23/2025 Mattern Wealth Management LLC36,582$1.88M0.4%-10.8%0.019%
4/23/2025 Ruedi Wealth Management Inc.254,385$13.10M4.1%+1.3%0.129%
4/23/2025 Symmetry Partners LLC60,076$3.09M0.4%-3.8%0.030%
4/23/2025 PBMares Wealth Management LLC430,972$22.19M4.4%+2.3%0.219%
4/23/2025 Balboa Wealth Partners30,482$1.57M0.4%+2.6%0.015%
4/23/2025 G2 Capital Management LLC OH174,712$9.00M2.7%-34.0%0.089%
4/23/2025 Helen Stephens Group LLC366,488$18.87M5.3%+15.3%0.186%
4/23/2025 Foundation Wealth Management LLC PA27,795$1.43M0.7%+17.1%0.014%
4/23/2025 SC&H Financial Advisors Inc.77,612$4.00M0.8%+0.5%0.039%
4/23/2025 Valmark Advisers Inc.9,233$475K0.0%+34.7%0.005%
4/23/2025 Oppenheimer & Co. Inc.159,321$8.20M0.1%+1.7%0.081%
4/23/2025 Crewe Advisors LLC1,510$78K0.0%N/A0.001%
4/23/2025 Vantage Point Financial LLC72,795$3.75M1.9%+8.7%0.037%
4/23/2025 EQ Wealth Advisors LLC544$28K0.0%N/A0.000%
4/23/2025 Verus Wealth Management LLC33,818$1.74M1.9%+0.9%0.017%
4/22/2025 Dopkins Wealth Management LLC326,115$16.79M8.5%-0.2%0.165%
4/22/2025 Live Oak Private Wealth LLC57,751$2.97M0.5%+6.2%0.029%
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You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is about to announce could change the AI market once again. Experts already predict the total addressable market could climb past $20 trillion. But Sykes believes most investors have missed what’s coming next. He’s tracking a new shift — and says the biggest gains are still ahead.

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4/22/2025 Cambridge Investment Research Advisors Inc.251,757$12.96M0.0%+2.7%0.128%
4/22/2025 Center for Financial Planning Inc.1,300$67K0.0%-51.3%0.001%
4/22/2025 Moisand Fitzgerald Tamayo LLC206,246$10.62M1.5%-2.5%0.105%
4/22/2025 Chico Wealth RIA4,931$254K0.2%+13.1%0.003%
4/22/2025 XY Planning Network Inc.41,246$2.12M1.4%-9.7%0.021%
4/22/2025 Evanson Asset Management LLC1,085,486$55.89M4.1%-2.0%0.551%
4/21/2025 Kraft Asset Management LLC426,878$21.98M20.1%-8.4%0.217%
4/21/2025 Martin Worley Group12,394$638K0.4%-11.4%0.006%
4/21/2025 RF&L Wealth Management LLC292,848$15.08M10.8%-0.5%0.149%
4/21/2025 Cherry Tree Wealth Management LLC99,226$5.11M1.2%-0.6%0.050%
(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, 703 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 ($678.39M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($497.88M), Index Fund Advisors Inc. ($325.02M), Savant Capital LLC ($285.67M), and Focus Partners Advisor Solutions LLC ($268.30M).Learn more on DFAT's institutional investors.

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

Of the 580 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: Forum Financial Management LP ($3.39M), Pure Financial Advisors LLC ($3.27M), Savant Capital LLC ($2.12M), Creative Planning ($2.00M), Trust Co of the South ($1.91M), Modera Wealth Management LLC ($1.77M), and Apella Capital LLC ($1.75M).

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

Institutional investors have bought a total of 56,479,215 shares in the last 24 months. This purchase volume represents approximately $2.88B in transactions.

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

Of the 389 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. ($1.58M), Envestnet Asset Management Inc. ($1.02M), Mercer Global Advisors Inc. ADV ($993.45K), Carlson Capital Management ($725.99K), Forum Financial Management LP ($539.37K), Symmetry Partners LLC ($539.06K), and Modera Wealth Management LLC ($418.21K).

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

Institutional investors have sold a total of 14,371,852 shares in the last 24 months. This volume of shares sold represents approximately $745.03M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 4/30/2025 by MarketBeat.com Staff
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