Free Trial

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

→ Trump just won 2024 (From Porter & Company) (Ad)
Free DFAT Stock Alerts
$51.21
+0.09 (+0.18%)
(As of 04:30 PM ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Number of
Institutional Buyers
(last 12 months)
352
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
245
Total
Institutional Outflows
(last 12 months)
$299.09M
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.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Blue Trust Inc.9,500$517K0.0%-11.0%0.005%
5/1/2024Sequoia Financial Advisors LLC718,356$39.10M0.5%+2.1%0.388%
5/1/2024Diversify Advisory Services LLC22,621$1.22M0.1%N/A0.012%
4/30/2024Private Advisor Group LLC35,766$1.95M0.0%-25.2%0.019%
4/30/2024Lodestone Wealth Management LLC9,538$519K0.3%+33.4%0.005%
4/30/2024TFC Financial Management Inc.535,565$29.15M5.2%-1.5%0.289%
4/30/2024Hartline Investment Corp75,665$4.12M0.7%N/A0.041%
4/30/2024HB Wealth Management LLC11,884$647K0.0%-8.9%0.006%
4/30/2024SpiderRock Advisors LLC57,196$2.95M0.1%N/A0.031%
4/30/2024Valued Wealth Advisors LLC75,145$4.09M2.9%-75.2%0.041%
4/30/2024RF&L Wealth Management LLC298,385$16.24M12.5%-1.0%0.161%
4/30/2024Vance Wealth Inc.12,256$667K0.3%+6.4%0.007%
4/30/2024Private Wealth Management Group LLC90,236$4.91M2.2%-1.4%0.049%
4/30/2024Joel Isaacson & Co. LLC628,078$34.19M1.9%+4.7%0.340%
4/30/2024 Perigon Wealth Management LLC7,475$407K0.0%-17.0%0.004%
4/29/2024Commonwealth Equity Services LLC383,176$20.86M0.0%+5.0%0.207%
4/29/2024 Greenleaf Trust7,396$403K0.0%+33.3%0.004%
4/29/2024 Castle Wealth Management LLC5,804$316K0.2%-7.6%0.003%
4/29/2024 Wealthspan Partners LLC21,866$1.19M0.7%+3.1%0.012%
4/29/2024 American Capital Advisory LLC934$51K0.0%-57.4%0.001%
4/29/2024 PBMares Wealth Management LLC388,091$21.12M5.5%-1.3%0.210%
4/29/2024 Intelligent Financial Strategies896$49K0.0%-34.9%0.000%
4/27/2024 Glass Jacobson Investment Advisors llc37,263$2.03M0.8%+2.6%0.020%
4/27/2024 Capital Performance Advisors LLP818,186$44.53M17.0%-1.1%0.442%
4/27/2024 Austin Asset Management Co Inc175,891$9.57M2.1%-2.9%0.095%
4/26/2024 McKinley Carter Wealth Services Inc.140,749$7.66M0.5%+1.2%0.076%
4/26/2024 Clear Creek Financial Management LLC16,455$896K0.1%+7.6%0.009%
4/26/2024 Quantum Financial Advisors LLC332,002$18.07M3.2%-3.5%0.179%
4/26/2024 Mesirow Financial Investment Management Inc.7,540$410K0.0%N/A0.004%
4/26/2024 Claris Advisors LLC MO78,067$4.25M2.1%-1.5%0.042%
4/25/2024 Allworth Financial LP508,503$27.68M0.2%-0.6%0.275%
4/25/2024 Glassy Mountain Advisors Inc.155,027$8.44M3.2%+3.3%0.084%
4/25/2024 Capital Investment Advisory Services LLC7,981$434K0.0%-15.6%0.004%
4/25/2024 Keb Asset Management LLC630,859$34.34M11.7%0.0%0.341%
4/25/2024 IFG Advisors LLC4,871$265K0.1%N/A0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.594,283$32.35M0.1%-5.8%0.321%
4/25/2024 Intergy Private Wealth LLC19,998$1.09M0.4%-1.4%0.011%
4/24/2024 Zhang Financial LLC24,503$1.33M0.1%-3.5%0.013%
4/24/2024 1900 Wealth Management LLC103,154$5.62M0.5%-3.4%0.056%
4/24/2024 Activest Wealth Management128,904$7.02M3.4%+5.4%0.070%
The biggest energy story ever? (Ad)

Discover why I’m calling this one of the biggest developments in the global energy market since the shale revolution… why everything you’ve ever been told about Trump’s environmental record is a lie…

For the full story, click here.
4/24/2024 Paragon Financial Partners Inc.10,164$553K0.5%+100.0%0.005%
4/24/2024 Spire Wealth Management182,442$9.93M0.4%+2.5%0.099%
4/23/2024Busey Bank4,546$247K0.0%N/A0.002%
4/23/2024 Global Retirement Partners LLC1,470$80K0.0%-35.8%0.001%
4/23/2024 Live Oak Private Wealth LLC55,382$3.01M0.5%+3.7%0.030%
4/23/2024 Fifth Third Bancorp8,966$488K0.0%-4.1%0.005%
4/23/2024 Revisor Wealth Management LLC10,488$560K0.3%N/A0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.742,460$40.41M0.1%+6.8%0.401%
4/22/2024 Strategic Financial Concepts LLC4,037$220K0.1%N/A0.002%
4/22/2024 Confluence Wealth Services Inc.160,594$8.74M0.8%+17.1%0.087%
4/22/2024 Forza Wealth Management LLC9,585$522K0.3%-17.3%0.005%
4/22/2024 Arista Wealth Management LLC5,163$281K0.2%-46.4%0.003%
4/22/2024 Oakworth Capital Inc.4,999$272K0.0%-78.0%0.003%
4/22/2024 Raymond James & Associates170,378$9.27M0.0%-18.8%0.092%
4/20/2024 BetterWealth LLC72,294$3.94M1.3%-5.4%0.039%
4/19/2024 FORVIS Wealth Advisors LLC889,482$48.42M1.2%-2.0%0.481%
4/19/2024 Level Financial Advisors75,368$4.10M1.9%-2.1%0.041%
4/19/2024 RTD Financial Advisors Inc.85,600$4.66M0.6%-1.0%0.046%
4/19/2024 ZRC Wealth Management LLC29,715$1.62M0.8%+9.5%0.016%
4/19/2024 First Trust Direct Indexing L.P.15,846$862K0.1%N/A0.009%
4/19/2024 OMNI 360 Wealth Inc.108,324$5.90M4.8%+4.0%0.059%
4/19/2024 Altiora Financial Group LLC159,806$8.70M2.4%-2.2%0.086%
4/18/2024 Total Wealth Planning LLC68,801$3.75M0.6%-1.6%0.037%
4/18/2024 Measured Wealth Private Client Group LLC32,090$1.75M0.6%-2.3%0.017%
4/18/2024 Shira Ridge Wealth Management77,419$4.21M2.4%-2.0%0.042%
4/18/2024 tru Independence LLC4,229$230K0.1%-58.5%0.002%
4/18/2024 Morris Financial Concepts Inc.20,799$1.13M0.6%+56.8%0.012%
4/18/2024 Chico Wealth RIA4,358$237K0.2%N/A0.002%
4/18/2024 Aviance Capital Partners LLC39,292$2.14M0.3%+27.3%0.022%
4/17/2024 White Wing Wealth Management47,852$2.58M2.1%N/A0.027%
4/17/2024 Gradient Capital Advisors LLC139,360$7.59M2.8%-2.4%0.078%
4/17/2024 Gibson Capital LLC101,519$5.53M1.2%-0.4%0.057%
4/17/2024 Meritas Wealth Management LLC471,851$25.68M17.9%-1.0%0.265%
4/17/2024 WoodTrust Financial Corp10,648$580K0.1%-3.1%0.006%
4/16/2024 Moisand Fitzgerald Tamayo LLC220,390$12.00M1.8%-1.4%0.124%
4/16/2024 Harbor Group Inc.4,592$250K0.1%-21.0%0.003%
4/16/2024 180 Wealth Advisors LLC8,621$469K0.1%+6.1%0.005%
4/16/2024 OLIO Financial Planning43,336$2.29M1.0%-1.7%0.024%
4/16/2024 Wealth Enhancement Advisory Services LLC2,295,880$124.97M0.3%+3.0%1.288%
4/15/2024 Signet Financial Management LLC13,847$754K0.1%+66.7%0.008%
4/15/2024 Wealthcare Advisory Partners LLC24,528$1.34M0.0%+1.8%0.014%
4/15/2024 Aspiriant LLC172,695$9.40M0.4%-3.4%0.097%
4/15/2024 Cascade Wealth Advisors Inc12,351$635K0.5%N/A0.007%
4/15/2024 Brookstone Capital Management5,246$286K0.0%+14.2%0.003%
4/15/2024 Atlas Capital Advisors LLC3,296$179K0.0%-34.3%0.002%
4/15/2024 Disciplined Investments LLC101,100$5.50M3.0%+4.0%0.057%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.223,471$11.66M5.1%+5.9%0.125%
4/15/2024 Great Oak Capital Partners LLC1,046,514$56.96M25.3%+12.1%0.587%
4/15/2024 Schoolcraft Capital LLC107,508$5.85M1.4%-1.2%0.060%
4/13/2024 Evanson Asset Management LLC1,143,992$62.27M4.8%-1.4%0.642%
Trump just won 2024 (Ad)

President Trump signed an executive order that ensures he’ll be remembered as one of America’s greatest Presidents. It was an Executive Order that received almost no media attention…

For the full story, click here.
4/12/2024 Nova R Wealth Inc.3,828$208K0.1%N/A0.002%
4/12/2024 BlueSky Wealth Advisors LLC262,399$14.28M11.2%+2.1%0.147%
4/12/2024 Financial Synergies Wealth Advisors Inc.33,485$1.82M0.2%-20.5%0.019%
4/12/2024 Carlson Capital Management91,618$4.99M0.2%-88.3%0.051%
4/12/2024 AdvisorNet Financial Inc4,228$230K0.0%-92.8%0.002%
4/12/2024 Global Trust Asset Management LLC10,382$565K0.2%+2.0%0.006%
4/11/2024 City State Bank74,201$4.04M1.8%+10.5%0.042%
4/11/2024 Pioneer Wealth Management Group82,748$4.50M2.6%+43.6%0.046%
4/11/2024 Maryland Capital Advisors Inc.32,398$1.76M1.1%+1.8%0.018%
4/11/2024 Fortitude Family Office LLC33,763$1.84M1.2%+55.2%0.019%
(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, 544 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($22.61B), Creative Planning ($713.72M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($479.78M), Index Fund Advisors Inc. ($363.37M), Savant Capital LLC ($284.32M), and Merriman Wealth Management LLC ($180.69M).Learn more on DFAT's institutional investors.

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

Of the 477 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 ($4.24M), Buckingham Strategic Partners ($3.46M), Savant Capital LLC ($2.41M), Apella Capital LLC ($2.37M), Modera Wealth Management LLC ($2.08M), and Trust Co of the South ($1.91M).

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

Institutional investors have bought a total of 59,858,106 shares in the last 24 months. This purchase volume represents approximately $2.69B in transactions.

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

Of the 314 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. ($1.05M), Carlson Capital Management ($833.63K), 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. ($277.34K).

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

Institutional investors have sold a total of 11,326,496 shares in the last 24 months. This volume of shares sold represents approximately $517.78M in transactions.


Related Companies:
This page (NYSEARCA:DFAT) was last updated on 5/1/2024 by MarketBeat.com Staff

From Our Partners
Elon’s New Device is About to Shock the World
InvestorPlace
😱 This phenomenon is smashing regular market gains
MillPub
Your bank is lying to you.
MyBankTracker
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
POTUS in ‘25 Not Biden/Trump, But
The Freeport Society
Forget Nvidia. This is the future of AI
Porter & Company
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold