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

Dimensional U.S. Targeted Value ETF logo
$71.55 +0.30 (+0.42%)
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)
430
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$529.10M
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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
9/2/2026 Range Advisory LLC12,965$906K0.1%N/A0.006%
9/2/2026 Citadel Advisors LLC61,671$4.31M0.0%N/A0.030%
8/27/2026 Corient Private Wealth LP1,801,593$125.93M0.2%-31.9%0.881%
8/25/2026 Tobias Financial Advisors Inc.19,531$1.37M0.2%-8.6%0.010%
8/23/2026 Studio Investment Management LLC90,520$6.33M1.1%+7.2%0.044%
8/23/2026 Ameritas Advisory Services LLC3,186$223K0.0%-75.6%0.002%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.384,676$26.89M6.6%+2.9%0.188%
8/23/2026 Andrews Lucia Wealth Management LLC205,886$14.39M7.6%-0.2%0.101%
8/23/2026 Bayshore Asset Management LLC816,647$57.08M19.3%-2.3%0.399%
8/23/2026 HB Wealth Management LLC81,546$5.70M0.0%+17.4%0.040%
8/23/2026 Northeast Planning Associates INC. NH2,912$204K0.1%N/A0.001%
8/23/2026 Angeles Wealth Management LLC7,938$555K0.0%+58.2%0.004%
8/23/2026 Red Lighthouse Investment Management LLC83,077$5.81M1.7%-1.3%0.041%
8/22/2026 Tenet Wealth Partners LLC9,085$643K0.5%N/A0.004%
8/22/2026 Highland Investment Advisors LLC134,493$9.40M4.1%N/A0.066%
8/22/2026 Lakeshore Financial Planning Inc.128,433$8.98M2.9%-1.1%0.063%
8/22/2026 Concurrent Investment Advisors LLC11,858$829K0.0%+6.4%0.006%
8/21/2026 WorthPointe LLC87,024$6.08M1.5%+6.3%0.043%
8/21/2026 Greenspring Advisors LLC90,699$6.34M0.3%-1.3%0.044%
8/21/2026 Safeguard Investment Advisory Group LLC13,941$974K0.2%+11.0%0.007%
8/21/2026 InTrack Investment Management Inc63,336$4.43M2.2%-3.2%0.031%
8/21/2026 Beacon Financial Advisory LLC18,090$1.27M0.3%+20.6%0.009%
8/21/2026 Bedel Financial Consulting Inc.90,713$6.34M0.6%+20.7%0.044%
8/21/2026 Triumph Capital Management25,110$1.76M0.3%+4.4%0.012%
8/21/2026 Legacy Financial Advisors Inc.25,822$1.81M0.2%+6.2%0.013%
8/20/2026 Rehmann Capital Advisory Group35,172$2.46M0.1%-0.9%0.017%
8/15/2026 First Bancorp Inc ME3,286$230K0.1%N/A0.002%
7/10/2026 Abound Wealth Management2,303$161K0.0%-12.8%0.001%
7/10/2026 JFS Wealth Advisors LLC15,335$1.07M0.1%+10.0%0.007%
7/10/2026 DiNuzzo Private Wealth Inc.131,670$9.20M0.9%-1.7%0.064%
7/10/2026 Peirce Capital Management LLC15,757$1.10M0.4%-13.9%0.008%
7/10/2026 Fiduciary Financial Group LLC225,571$15.77M1.8%+7.1%0.110%
7/10/2026 ShankerValleau Wealth Advisors Inc.209,327$14.63M3.9%-2.8%0.102%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors58,053$4.06M0.4%-0.4%0.028%
7/10/2026 Wealthcare Advisory Partners LLC4,380$306K0.0%+13.3%0.002%
7/9/2026 Ares Financial Consulting LLC71,147$4.97M3.5%+0.6%0.035%
7/9/2026 CPA Asset Management Group LLC10,586$740K0.2%-11.4%0.005%
7/9/2026 Shira Ridge Wealth Management13,004$909K0.3%-1.5%0.006%
7/9/2026 Great Waters Wealth Management888,357$62.10M5.8%+4.1%0.433%
7/9/2026 Sax Wealth Advisors LLC775,382$54.20M2.0%+2.4%0.378%
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7/8/2026 Beaird Harris Wealth Management LLC472,417$33.02M2.1%-2.6%0.231%
7/8/2026 Thayer Financial L.L.C.58,801$4.11M3.7%+1.9%0.029%
7/8/2026 3 Factor Indexing LLC38,183$2.67M2.3%+0.5%0.019%
7/8/2026 Quantum Financial Advisors LLC251,645$17.59M1.5%-0.6%0.123%
7/8/2026 Strategic Investment Solutions Inc. IL141,622$9.90M2.3%+3.1%0.069%
7/8/2026 White Wing Wealth Management76,449$5.34M2.8%-1.6%0.037%
7/8/2026 Factor Wealth Management LTD79,675$5.57M0.8%-1.2%0.039%
7/8/2026 Twin Cities Retirement Group LLC139,004$9.72M8.3%-4.4%0.068%
7/8/2026 Elevation Wealth Partners LLC39,700$2.78M0.8%-2.8%0.019%
7/8/2026 Apella Capital LLC2,077,701$144.09M2.0%-2.6%1.014%
7/8/2026 Evanson Financial LLC1,090,019$76.19M3.8%N/A0.532%
7/8/2026 Eclectic Associates Inc. ADV369,252$25.81M2.9%+5.6%0.180%
7/7/2026 Pioneer Wealth Management Group166,160$11.62M2.8%+8.1%0.081%
7/7/2026 180 Wealth Advisors LLC22,008$1.54M0.2%+14.8%0.011%
7/7/2026 Foster Group Inc.385,529$26.95M0.7%-2.2%0.188%
7/7/2026 Dynamic Advisor Solutions LLC11,767$823K0.0%+13.6%0.006%
7/7/2026 Avior Wealth Management LLC29,474$2.06M0.1%-24.5%0.014%
7/2/2026 Versant Capital Management Inc26,004$1.82M0.2%-2.5%0.013%
7/1/2026 Trust Co of the South1,754,110$122.61M17.3%-2.0%0.861%
6/18/2026 Western Wealth Management LLC3,710$232K0.0%N/A0.002%
6/9/2026 Robinswood Financial LLC3,978$248K0.3%N/A0.002%
6/3/2026 Parallel Advisors LLC811$51K0.0%+49.9%0.000%
6/3/2026 NewEdge Advisors LLC89,605$5.60M0.0%-0.6%0.044%
5/29/2026 Mullaney Keating & Wright Inc.9,358$584K0.3%-7.5%0.005%
5/29/2026 Asset Dedication LLC2,540,234$158.64M11.1%-2.3%1.246%
5/28/2026 Maripau Wealth Management LLC15,364$959K0.4%+56.8%0.008%
5/27/2026 Allen Capital Group LLC418,599$26.14M2.3%+2.4%0.205%
5/21/2026 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%
5/19/2026McIlrath & 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%
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%
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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%


DFAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 811 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.

Of the 669 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 ($5.89M), Corient Private Wealth LLC ($3.68M), Pure Financial Advisors LLC ($2.57M), Focus Partners Advisor Solutions LLC ($2.25M), Forum Financial Management LP ($1.82M), Raymond James Financial Inc. ($1.78M), and Elser Financial Planning Inc ($1.41M).

Institutional investors have bought a total of 28,089,076 shares in the last 24 months. This purchase volume represents approximately $1.69B in transactions.

Of the 318 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. ($1.38M), RW Investment Management LLC ($848.42K), Corient Private Wealth LP ($843.41K), Corient Private Wealth LLC ($579.77K), Focus Partners Advisor Solutions LLC ($484.47K), Henrickson Nauta Wealth Advisors Inc. ($338.05K), and Mercer Global Advisors Inc. ADV ($239.20K).

Institutional investors have sold a total of 8,831,782 shares in the last 24 months. This volume of shares sold represents approximately $529.10M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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