Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

Dimensional U.S. Targeted Value ETF logo
$66.95 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
493
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
373
Total
Institutional 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
SMS 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 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%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
5/6/2026 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%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
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

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.

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).

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.

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).

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

This page (NYSEARCA:DFAT) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$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 | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX 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 | Sponsoredtc pixel
Satellite 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 | Sponsoredtc pixel
Hey, 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 | Sponsoredtc pixel