Dimensional U.S. Targeted Value ETF (DFAT) Institutional Ownership $66.95 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)Number ofInstitutional Buyers(last 12 months)493TotalInstitutional Inflows(last 12 months)$1.97BNumber ofInstitutional Sellers(last 12 months)373TotalInstitutional Outflows(last 12 months)$600.13M Get DFAT Insider Trade Alerts Want to know when executives and insiders are buying or selling Dimensional U.S. Targeted Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data DFAT Institutional Buying and Selling by Quarter Dimensional U.S. Targeted Value ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2026 J. Derek Lewis & Associates Inc.7,853$490K0.1%+63.2%0.004% 5/21/2026 BankChampaign National Association2,063$129K0.1%N/A0.001% 5/19/2026 Western Wealth Management LLC3,710$232K0.0%N/A0.002% 5/19/2026 McIlrath & Eck LLC448$28K0.0%-37.7%0.000% 5/19/2026 NewEdge Advisors LLC85,947$5.37M0.1%-4.6%0.042% 5/19/2026 Bank of America Corp DE1,531,232$95.63M0.0%+17.3%0.751% 5/19/2026 Centaurus Financial Inc.16,182$1.01M0.0%+12.4%0.008% 5/19/2026 Arkadios Wealth Advisors103,070$6.44M0.1%+51.2%0.051% 5/18/2026 MSA Advisors LLC21,687$1.35M0.4%N/A0.011% 5/18/2026 EverSource Wealth Advisors LLC57,372$3.58M0.1%+1.0%0.028% Get the Latest News and Ratings for DFAT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and its competitors with MarketBeat's FREE daily newsletter. 5/18/2026 Royal Bank of Canada271,234$16.94M0.0%+19.2%0.133% 5/16/2026 Quantinno Capital Management LP99,342$6.20M0.0%-7.1%0.049% 5/15/2026 Cardiff Park Advisors LLC317,234$19.81M1.6%+3.7%0.156% 5/15/2026 Everest Financial Group LLC5,459$341K0.1%N/A0.003% 5/15/2026 Vawter Financial Ltd.135,612$8.47M3.6%-9.0%0.067% 5/15/2026 Waverly Advisors LLC50,716$3.17M0.0%+275.1%0.025% 5/15/2026 Broadhurst Jeffrey B78,209$4.88M5.0%N/A0.038% 5/14/2026 Renaissance Technologies LLC17,900$1.12M0.0%N/A0.009% 5/14/2026 Compound Planning Inc.59,415$3.71M0.1%+11.1%0.029% 5/14/2026 Sei Investments Co.20,971$1.31M0.0%+29.5%0.010% 5/14/2026 Lido Advisors LLC10,386$649K0.0%-10.8%0.005% 5/14/2026 B&D White Capital Company LLC78,515$4.90M0.6%-18.4%0.039% 5/14/2026 Monograph Wealth Advisors LLC731,710$45.70M4.3%+4.6%0.359% 5/13/2026 Cetera Investment Advisers650,733$40.64M0.0%+4.1%0.319% 5/13/2026 American Investment Services Inc.142,654$8.91M2.0%-1.9%0.070% 5/13/2026 Sachem Hill LLC117,577$7.34M1.4%-1.3%0.058% 5/13/2026 Measured Wealth Private Client Group LLC20,338$1.27M0.3%-1.1%0.010% 5/13/2026 Signature Equity Partners LLC2,903$181K0.1%-15.3%0.001% 5/8/2026 PNC Financial Services Group Inc.32,502$2.03M0.0%+10.7%0.016% 5/8/2026 Cassaday & Co Wealth Management LLC3,093$193K0.0%N/A0.002% 5/7/2026 Earned Wealth Advisors LLC1,495,511$93.40M6.2%+2.6%0.734% 5/7/2026 Balefire LLC13,116$819K0.2%N/A0.006% 5/7/2026 Parallel Advisors LLC811$51K0.0%+49.9%0.000% 5/7/2026 Crescent Grove Advisors LLC4,144$259K0.0%N/A0.002% 5/6/2026 Benningfield Financial Advisors LLC6,942$434K0.3%-4.1%0.003% 5/6/2026 Aviance Capital Partners LLC77,195$4.82M0.6%+8.6%0.038% 5/6/2026 Zhang Financial LLC116,225$7.26M0.3%-11.8%0.057% 5/6/2026 Simon Quick Advisors LLC9,266$579K0.0%-26.3%0.005% 5/6/2026 Kera Capital Partners Inc.4,298$268K0.0%N/A0.002% 5/6/2026 Modera Wealth Management LLC733,725$45.82M0.5%-1.3%0.360% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free5/6/2026 Astra Wealth Partners LLC47,362$2.96M1.8%+10.1%0.023% 5/6/2026 Assetmark Inc.467,017$29.17M0.1%+2.1%0.229% 5/6/2026 Angeles Wealth Management LLC5,018$313K0.0%+346.8%0.002% 5/6/2026 Oder Investment Management LLC4,195$262K0.2%+13.2%0.002% 5/6/2026 One Day In July LLC3,277$205K0.0%N/A0.002% 5/6/2026 Independent Financial Group LLC11,378$711K0.0%N/A0.006% 5/5/2026 Financial Harvest LLC507,634$31.70M18.7%+4.1%0.249% 5/5/2026 Ferguson Johnson Wealth Management Inc97,208$6.07M4.9%-1.1%0.048% 5/5/2026 D.A. Davidson & CO.253,054$15.80M0.1%+31.3%0.124% 5/5/2026 Navigation Group LLC192,976$12.05M2.8%N/A0.095% 5/5/2026 Good Harbor Advisors Inc.13,465$841K0.9%N/A0.007% 5/5/2026 Gentry Private Wealth LLC3,900$244K0.1%-3.7%0.002% 5/5/2026 Sanctuary Advisors LLC33,401$2.09M0.0%-35.1%0.016% 5/5/2026 MB Generational Wealth LLC17,130$1.07M0.6%-1.6%0.008% 5/5/2026 Nwam LLC3,828$239K0.0%N/A0.002% 5/4/2026 Beckerman Institutional LLC46,131$2.88M1.5%+3.7%0.023% 5/4/2026 Mattern Capital Management LLC12,546$784K0.1%+31.2%0.006% 5/4/2026 Lutz Financial Services LLC149,514$9.34M0.6%-1.8%0.073% 5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management914,073$57.08M1.0%-0.5%0.449% 5/4/2026 Bedel Financial Consulting Inc.75,161$4.69M0.5%+13.0%0.037% 5/4/2026 Chicago Partners Investment Group LLC13,286$882K0.0%-3.9%0.007% 5/4/2026 Ruedi Wealth Management Inc.216,534$13.52M3.5%+3.6%0.106% 5/4/2026 Vantage Point Financial LLC60,386$3.77M1.3%-1.5%0.030% 5/2/2026 Navigate Wealth Management LLC32,069$2.13M1.5%N/A0.016% 5/2/2026 Navigoe LLC221,400$13.83M8.2%-1.9%0.109% 5/2/2026 Diversify Wealth Management LLC5,710$377K0.0%N/A0.003% 5/2/2026 Valmark Advisers Inc.7,366$460K0.0%+25.7%0.004% 5/2/2026 Vestment Financial LLC88,049$5.87M3.0%-0.8%0.043% 5/1/2026 180 Wealth Advisors LLC19,163$1.20M0.1%+41.7%0.009% 5/1/2026 Midwest Trust Co37,235$2.33M0.0%-5.1%0.018% 5/1/2026 Fifth Third Bancorp17,620$1.10M0.0%+65.1%0.009% 5/1/2026 Summit Financial Strategies Inc.446,289$27.87M2.2%+8.2%0.219% 5/1/2026 Simplicity Wealth LLC54,747$3.42M0.2%-0.8%0.027% 5/1/2026 Sequoia Financial Advisors LLC1,373,292$85.76M0.5%+2.5%0.675% 4/30/2026 Accredited Investors Inc.5,279$330K0.0%+22.7%0.003% 4/30/2026 Team Hewins LLC920,291$57.47M17.1%-0.6%0.452% 4/30/2026 Forza Wealth Management LLC14,435$901K0.3%+28.5%0.007% 4/30/2026 Valued Wealth Advisors LLC105,387$6.58M2.7%+1.2%0.052% 4/30/2026 Triune Financial Partners LLC355,699$22.21M5.3%+1.0%0.175% 4/30/2026 Mosaic Family Wealth Partners LLC488,594$30.51M3.1%+1.2%0.240% 4/30/2026 Kestra Advisory Services LLC133,762$8.35M0.0%+29.3%0.066% 4/30/2026 Money Concepts Capital Corp37,762$2.36M0.1%N/A0.019% 4/30/2026 Summit Portfolio Management LTD.42,991$2.69M1.7%N/A0.021% 4/30/2026 Austin Asset Management Co Inc149,816$9.36M1.6%-4.4%0.074% 4/30/2026 CFS Investment Advisory Services LLC49,814$3.30M0.2%-28.5%0.024% 4/30/2026 Efficient Advisors LLC155,140$9.69M0.7%-6.1%0.076% 4/29/2026 Rockwood Wealth Management LLC36,207$2.26M0.2%-3.4%0.018% 4/29/2026 Montag A & Associates Inc.25,353$1.58M0.1%+1.1%0.012% 4/29/2026 American Capital Advisory LLC12,022$751K0.3%+8.6%0.006% 4/29/2026 Jackson Thornton Wealth Management LLC2,840,246$183.51M16.3%+0.2%1.396% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.4/29/2026 Integrated Advisors Network LLC5,138$321K0.0%-11.1%0.003% 4/29/2026 Sage Rhino Capital LLC3,260$204K0.0%N/A0.002% 4/28/2026 Libra Wealth LLC280,077$17.49M4.9%-6.4%0.138% 4/28/2026 Planning Center Inc.467,598$29.20M3.0%+1.4%0.230% 4/28/2026 Abel Hall LLC34,072$2.13M0.5%-2.5%0.017% 4/28/2026 HBE Wealth Management LLC31,516$1.97M1.7%-7.1%0.015% 4/28/2026 Beacon Financial Advisory LLC15,001$937K0.2%+26.0%0.007% 4/27/2026 TCI Wealth Advisors Inc.470,810$29.40M1.6%-1.5%0.231% 4/27/2026 HB Wealth Management LLC69,489$4.34M0.0%-0.9%0.034% 4/27/2026 BIP Wealth LLC26,382$1.65M0.1%+8.2%0.013% DFAT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DFAT shares? During the previous two years, 816 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($809.53M), Focus Partners Wealth ($790.94M), Forum Financial Management LP ($646.33M), Index Fund Advisors Inc. ($383.59M), Pure Financial Advisors LLC ($317.37M), Focus Partners Advisor Solutions LLC ($315.25M), and Savant Capital LLC ($287.63M).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 685 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: EP Wealth Advisors LLC ($6.14M), Corient Private Wealth LLC ($3.68M), Pure Financial Advisors LLC ($3.27M), Focus Partners Advisor Solutions LLC ($2.25M), Elser Financial Planning Inc ($1.96M), Forum Financial Management LP ($1.82M), and Raymond James Financial Inc. ($1.78M). How much institutional buying is happening at Dimensional U.S. Targeted Value ETF? Institutional investors have bought a total of 33,764,527 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions. Which of Dimensional U.S. Targeted Value ETF's major shareholders have been selling company stock? Of the 373 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: Envestnet Asset Management Inc. ($1.39M), RW Investment Management LLC ($848.42K), Corient Private Wealth LLC ($671.45K), Focus Partners Advisor Solutions LLC ($540.01K), Henrickson Nauta Wealth Advisors Inc. ($338.05K), Savant Capital LLC ($247.95K), and Mercer Global Advisors Inc. ADV ($239.20K). How much institutional selling is happening at Dimensional U.S. Targeted Value ETF? Institutional investors have sold a total of 10,461,534 shares in the last 24 months. This volume of shares sold represents approximately $600.13M in transactions. Related Companies SPDR Portfolio S&P 1500 Composite Stock Market ETF Major Shareholders PIMCO Multi Sector Bond Active ETF Major Shareholders iShares MSCI Intl Quality Factor ETF Major Shareholders Avantis U.S. Equity ETF Major Shareholders Dimensional US Core Equity Market ETF Major Shareholders Dimensional World ex U.S. Core Equity 2 ETF Major Shareholders Dimensional International Core Equity Market ETF Major Shareholders Avantis International Equity ETF Major Shareholders iShares MSCI Brazil ETF Major Shareholders JPMorgan International Research Enhanced Equity ETF Major Shareholders This page (NYSEARCA:DFAT) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersSpaceX eyes a 1.75 trillion valuation - here's what to knowElon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...Brownstone Research | Sponsored$30 stock to buy before Starlink goes public (WATCH NOW!)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...Paradigm Press | SponsoredYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...Profits Run | SponsoredMy feud with Zohran MamdaniEmmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...Stansberry Research | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredSpaceX will mint billionaires. You won't be one of them.By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...Behind the Markets | SponsoredSatellite Images Spot Potential $10 Trillion Discovery'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...Altimetry | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Dimensional U.S. Targeted Value ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Dimensional U.S. Targeted Value ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
