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

$56.79

+0.84 (+1.50%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 346
Total Institutional Inflows (last 12 months): $1.22B

Number of Institutional Sellers (last 12 months): 248
Total Institutional Outflows (last 12 months): $291.22M

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DFAT Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	712	$37K	0.0%	+134.2%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	573,856	$29.77M	0.1%	-3.4%	0.310%
7/26/2024	Integrity Wealth Solutions LLC	18,763	$973K	0.6%	N/A	0.010%
7/26/2024	Sequent Asset Management LLC	11,864	$615K	0.3%	N/A	0.006%
7/26/2024	Schoolcraft Capital LLC	109,874	$5.70M	1.2%	+2.2%	0.059%
7/26/2024	First Command Advisory Services Inc.	376,651	$19.54M	0.2%	+8.1%	0.203%
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7/26/2024	Bank of New York Mellon Corp	16,613	$862K	0.0%	N/A	0.009%
7/26/2024	Verdence Capital Advisors LLC	80,135	$4.16M	0.4%	-31.7%	0.043%
7/25/2024	Rooted Wealth Advisors Inc.	40,868	$2.26M	1.0%	+10.8%	0.022%
7/25/2024	Keb Asset Management LLC	629,164	$32.64M	11.0%	-0.3%	0.340%
7/25/2024	Clear Creek Financial Management LLC	9,879	$512K	0.1%	-40.0%	0.005%
7/25/2024	Lakeshore Financial Planning Inc.	285,261	$14.80M	7.2%	-0.7%	0.154%
7/24/2024	EdgeRock Capital LLC	2,098	$109K	0.1%	N/A	0.001%
7/24/2024	Better Money Decisions LLC	146,813	$7.62M	5.7%	+5.7%	0.079%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	68,811	$3.57M	0.6%	-9.1%	0.037%
7/24/2024	Red Lighthouse Investment Management LLC	102,515	$5.32M	2.2%	-1.9%	0.055%
7/24/2024	Meritas Wealth Management LLC	464,688	$24.10M	17.0%	-1.5%	0.251%
7/23/2024	Level Financial Advisors	75,068	$3.89M	1.7%	-0.4%	0.041%
7/23/2024	TFC Financial Management Inc.	538,659	$27.94M	4.9%	+0.6%	0.291%
7/23/2024	Elser Financial Planning Inc	552,038	$28.63M	4.4%	N/A	0.298%
7/23/2024	Diversified Portfolios Inc.	75,712	$3.93M	0.5%	-0.6%	0.041%
7/22/2024	Krilogy Financial LLC	17,738	$920K	0.1%	N/A	0.010%
7/22/2024	Focus Financial Network Inc.	6,425	$361K	0.0%	+54.9%	0.003%
7/22/2024	LongView Wealth Management	7,300	$379K	0.1%	+69.8%	0.004%
7/22/2024	Kraft Asset Management LLC	474,479	$24.61M	20.7%	-5.7%	0.256%
7/22/2024	Wealthspan Partners LLC	21,191	$1.10M	0.6%	-3.1%	0.011%
7/20/2024	Accredited Investors Inc.	5,361	$278K	0.0%	N/A	0.003%
7/20/2024	Raymond James Financial Services Advisors Inc.	770,874	$39.99M	0.1%	+3.8%	0.416%
7/19/2024	OMNI 360 Wealth Inc.	115,672	$6M	4.5%	+6.8%	0.062%
7/19/2024	BetterWealth LLC	68,244	$3.54M	1.1%	-5.6%	0.037%
7/19/2024	RF&L Wealth Management LLC	295,781	$15.34M	11.7%	-0.9%	0.160%
7/19/2024	Raymond James & Associates	169,026	$8.77M	0.0%	-0.8%	0.091%
7/19/2024	Summit Financial Strategies Inc.	258,965	$13.43M	1.7%	+13.8%	0.140%
7/19/2024	Efficient Frontier Advisors LLC	498,684	$25.87M	18.2%	-12.9%	0.269%
7/19/2024	McGlone Suttner Wealth Management Inc.	12,642	$662K	0.2%	+23.4%	0.007%
7/18/2024	Brookstone Capital Management	3,876	$218K	0.0%	-26.1%	0.002%
7/18/2024	TruNorth Capital Management LLC	42,419	$2.20M	0.7%	-7.3%	0.023%
7/18/2024	Pure Financial Advisors LLC	2,760,747	$143.20M	4.0%	+33.9%	1.491%
7/18/2024	Fiduciary Financial Group LLC	163,841	$9.23M	2.2%	N/A	0.089%
7/17/2024	Ruedi Wealth Management Inc.	232,579	$12.06M	4.8%	+3.6%	0.126%
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7/17/2024	BlueSky Wealth Advisors LLC	258,880	$13.43M	2.3%	-1.3%	0.140%
7/17/2024	FinDec Wealth Services Inc.	107,987	$5.60M	3.5%	-4.1%	0.058%
7/17/2024	Vannoy Advisory Group Inc.	18,441	$957K	0.7%	-1.3%	0.010%
7/17/2024	Valued Wealth Advisors LLC	71,121	$3.69M	2.5%	-5.4%	0.038%
7/17/2024	180 Wealth Advisors LLC	9,056	$483K	0.1%	+5.0%	0.005%
7/16/2024	Fortress Wealth Management Inc.	35,920	$1.86M	1.0%	-0.8%	0.019%
7/16/2024	Falcon Wealth Planning	15,334	$795K	0.1%	-1.2%	0.008%
7/16/2024	Lodestone Wealth Management LLC	11,039	$573K	0.3%	+15.7%	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	2,353,277	$122.06M	0.3%	+2.5%	1.271%
7/16/2024	Lauer Wealth LLC	28,520	$1.52M	1.2%	+1.8%	0.015%
7/16/2024	Bbjs Financial Advisors LLC	570	$30K	0.0%	N/A	0.000%
7/16/2024	Wedmont Private Capital	15,383	$827K	0.1%	+96.2%	0.008%
7/16/2024	WASHINGTON TRUST Co	11,993	$622K	0.0%	N/A	0.006%
7/16/2024	Sequoia Financial Advisors LLC	754,606	$39.14M	0.5%	+5.0%	0.408%
7/16/2024	Walter & Keenan Wealth Management LLC IN ADV	42,219	$2.19M	0.7%	N/A	0.023%
7/15/2024	Quantum Financial Advisors LLC	321,094	$16.66M	2.7%	-3.3%	0.173%
7/15/2024	Dynamic Advisor Solutions LLC	13,529	$702K	0.0%	+8.8%	0.007%
7/15/2024	Gibson Capital LLC	100,371	$5.21M	1.1%	-1.1%	0.054%
7/15/2024	RFG Advisory LLC	123,095	$6.39M	0.2%	+0.6%	0.067%
7/15/2024	Melfa Wealth Management Inc.	25,973	$1.35M	0.9%	-1.2%	0.014%
7/13/2024	Pioneer Wealth Management Group	91,508	$4.75M	2.5%	+10.6%	0.049%
7/13/2024	Evanson Asset Management LLC	1,130,759	$58.65M	4.5%	-1.2%	0.611%
7/12/2024	Conrad Siegel Investment Advisors Inc.	387,434	$20.10M	5.8%	-8.9%	0.209%
7/12/2024	Cypress Wealth Services LLC	4,461	$231K	0.1%	-7.3%	0.002%
7/12/2024	Diversify Advisory Services LLC	19,543	$997K	0.1%	-13.6%	0.011%
7/12/2024	QRG Capital Management Inc.	4,992	$259K	0.0%	-10.3%	0.003%
7/12/2024	Sax Wealth Advisors LLC	900,734	$46.72M	4.5%	+0.7%	0.487%
7/12/2024	Websterrogers Financial Advisors LLC	30,027	$1.56M	0.6%	-1.3%	0.016%
7/12/2024	Avondale Wealth Management	130,430	$6.77M	4.6%	+4.0%	0.070%
7/12/2024	Shira Ridge Wealth Management	78,684	$4.08M	2.3%	+1.6%	0.043%
7/11/2024	CPA Asset Management LLC	11,942	$619K	0.3%	-19.5%	0.006%
7/11/2024	U.S. Capital Wealth Advisors LLC	12,954	$672K	0.0%	-1.7%	0.007%
7/11/2024	Juncture Wealth Strategies LLC	172,639	$8.96M	3.8%	+9.3%	0.093%
7/11/2024	Symmetry Partners LLC	592,865	$30.75M	1.6%	+130.1%	0.320%
7/11/2024	Carlson Capital Management	91,057	$4.72M	0.2%	-0.6%	0.049%
7/11/2024	Abacus Wealth Partners LLC	1,211,927	$62.86M	10.4%	-1.1%	0.655%
7/10/2024	Fortitude Family Office LLC	48,028	$2.49M	1.4%	+42.3%	0.026%
7/10/2024	Simplicity Wealth LLC	336,453	$17.45M	0.4%	N/A	0.182%
7/10/2024	CWM LLC	60,054	$3.12M	0.0%	+220.4%	0.032%
7/10/2024	CVA Family Office LLC	1,495	$78K	0.0%	-88.1%	0.001%
7/10/2024	Financial Symmetry Inc	7,251	$376K	0.3%	-7.5%	0.004%
7/10/2024	Apella Capital LLC	1,646,159	$83.97M	3.8%	+13.3%	0.889%
7/9/2024	Park Avenue Securities LLC	104,918	$5.44M	0.1%	+21.7%	0.057%
7/9/2024	Olistico Wealth LLC	13,863	$719K	0.5%	-2.8%	0.007%
7/9/2024	Rise Advisors LLC	147,408	$7.65M	4.1%	-4.5%	0.080%
7/9/2024	ZRC Wealth Management LLC	33,270	$1.73M	0.8%	+12.0%	0.018%
7/9/2024	Mather Group LLC.	319,443	$17.39M	0.2%	-0.2%	0.173%
7/9/2024	Great Waters Wealth Management	530,985	$27.54M	4.2%	+12.8%	0.287%
7/8/2024	City State Bank	79,985	$4.15M	1.7%	+7.8%	0.043%
7/8/2024	ST Germain D J Co. Inc.	5,933	$308K	0.0%	-16.4%	0.003%
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7/8/2024	Versant Capital Management Inc	28,741	$1.49M	0.4%	-1.4%	0.016%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	543	$28K	0.0%	N/A	0.000%
7/3/2024	Peirce Capital Management LLC	20,377	$1.06M	0.6%	-6.2%	0.011%
7/2/2024	Marcum Wealth LLC	38,127	$1.98M	0.2%	-0.6%	0.021%
7/2/2024	ShankerValleau Wealth Advisors Inc.	191,424	$9.93M	4.3%	+0.5%	0.103%
7/2/2024	Trust Co of the South	1,840,582	$95.47M	22.6%	-1.3%	0.994%
6/25/2024	Sensible Money LLC	670,129	$36.48M	19.6%	+4.4%	0.362%
6/17/2024	TruNorth Capital Management LLC	45,769	$2.49M	0.9%	N/A	0.025%
6/13/2024	Mosaic Family Wealth Partners LLC	370,045	$20.14M	3.3%	+11.0%	0.200%
5/24/2024	Cetera Investment Advisers	428,015	$23.30M	0.1%	+52.1%	0.231%

(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, 557 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($713.72M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($494.56M), Index Fund Advisors Inc. ($420.87M), Savant Capital LLC ($284.32M), Merriman Wealth Management LLC ($180.69M), and Corient Private Wealth LLC ($143.84M).Learn more on DFAT's institutional investors.
Which institutional investors have been buying Dimensional U.S. Targeted Value ETF stock?: Of the 469 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 ($3.84M), Buckingham Strategic Partners ($2.87M), Pure Financial Advisors LLC ($2.27M), Savant Capital LLC ($2.09M), Modera Wealth Management LLC ($2.07M), and Apella Capital LLC ($2.05M).
How much institutional buying is happening at Dimensional U.S. Targeted Value ETF?: Institutional investors have bought a total of 56,453,908 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

Which Dimensional U.S. Targeted Value ETF major shareholders have been selling company stock?: Of the 334 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. ($1.07M), Carlson Capital Management ($792.05K), Modera Wealth Management LLC ($583.03K), Jackson Thornton Asset Management LLC ($578.26K), Envestnet Asset Management Inc. ($552.10K), Buckingham Strategic Partners LLC ($325.02K), and Truepoint Inc. ($282.82K).
How much institutional selling is happening at Dimensional U.S. Targeted Value ETF?: Institutional investors have sold a total of 11,126,084 shares in the last 24 months. This volume of shares sold represents approximately $516.34M in transactions.