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

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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)
441
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$540.94M
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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
7/11/2025Quantum Financial Advisors LLC270,345$14.59M2.0%-9.7%0.137%
7/11/2025Scratch Capital LLC132,430$7.15M5.8%-17.1%0.067%
7/11/2025Physician Wealth Solutions Inc.73,805$3.98M1.8%+17.0%0.037%
7/11/2025Farther Finance Advisors LLC99,502$5.37M0.1%-19.0%0.050%
7/11/2025Great Waters Wealth Management690,456$37.26M4.8%+3.1%0.349%
7/11/2025Silver Oak Securities Incorporated14,973$808K0.1%+1.8%0.008%
7/11/2025Andrews Lucia Wealth Management LLC253,652$13.69M8.9%-3.4%0.128%
7/11/2025Rockwood Wealth Management LLC27,944$1.51M0.1%-34.7%0.014%
7/11/2025LongView Wealth Management12,900$696K0.2%+2.4%0.007%
7/11/2025Pioneer Wealth Management Group121,123$6.54M2.4%+1.9%0.061%
7/10/2025 White Wing Wealth Management71,655$3.87M2.6%+1.6%0.036%
7/10/2025 Websterrogers Financial Advisors LLC24,602$1.33M0.4%-0.9%0.012%
7/10/2025 Fortress Wealth Management Inc.15,485$836K0.4%-9.0%0.008%
7/10/2025 Weinberger Asset Management Inc65,144$3.52M1.4%+13.0%0.033%
7/10/2025 Cypress Point Wealth Management LLC10,149$548K0.1%-49.1%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC2,171,151$122.34M0.2%+0.3%1.096%
7/10/2025 Strathmore Capital Advisors Inc.42,999$2.42M1.1%N/A0.022%
7/10/2025 Wedmont Private Capital9,113$512K0.0%+15.1%0.005%
7/10/2025 Shira Ridge Wealth Management56,771$3.06M1.4%-1.4%0.029%
7/10/2025 Focus Financial Network Inc.12,218$659K0.0%-1.6%0.006%
7/9/2025 Aurelius Family Office LLC18,894$1.02M0.5%-2.4%0.010%
7/9/2025 OLIO Financial Planning196,397$10.60M3.3%+8.8%0.099%
7/9/2025 Fiduciary Alliance LLC5,323$287K0.0%N/A0.003%
7/9/2025 GEM Asset Management LLC4,428$246K0.1%-25.4%0.002%
7/9/2025 Efficient Frontier Advisors LLC466,243$25.16M16.0%-6.8%0.235%
7/9/2025 Reyes Financial Architecture Inc.1,954$105K0.1%N/A0.001%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.289,898$15.64M5.4%+7.1%0.147%
7/8/2025 FF Advisors LLC3,868$209K0.1%N/A0.002%
7/8/2025 Elevation Wealth Partners LLC39,135$2.11M0.8%-16.1%0.020%
7/8/2025 Juncture Wealth Strategies LLC141,421$7.63M2.7%-27.3%0.071%
7/8/2025 Rise Advisors LLC234,148$12.64M5.0%+4.4%0.118%
7/8/2025 Apella Capital LLC1,657,077$91.97M2.5%+1.2%0.838%
7/8/2025 ShankerValleau Wealth Advisors Inc.220,282$11.89M3.4%+2.7%0.111%
7/8/2025 Peirce Capital Management LLC18,641$1.01M0.4%-2.6%0.009%
7/7/2025 RF&L Wealth Management LLC289,875$15.64M10.1%-1.0%0.147%
7/7/2025 Kings Path Partners LLC156,124$8.42M3.4%+30.3%0.079%
7/7/2025 OMNI 360 Wealth Inc.135,284$7.30M3.6%-1.9%0.068%
7/3/2025 McLean Asset Management Corp258,483$14.50M3.8%-1.0%0.131%
7/3/2025 Trust Co of the South1,795,383$96.88M17.2%+1.1%0.909%
7/3/2025 Fiduciary Financial Group LLC187,170$10.34M1.9%+3.2%0.095%
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7/2/2025 Helen Stephens Group LLC491,885$26.54M6.6%+34.2%0.249%
6/27/2025Goldman Sachs Group Inc.26,725$1.38M0.0%N/A0.014%
6/11/2025Kondo Wealth Advisors Inc.23,531$1.21M0.6%-5.5%0.012%
6/2/2025Modern Wealth Management LLC7,940$409K0.0%+8.7%0.004%
5/30/2025Porter White Investment Advisors Inc.84,356$4.34M2.2%N/A0.043%
5/29/2025Parkshore Wealth Management Inc.93,269$4.80M2.8%-1.8%0.047%
5/23/2025Triune Financial Partners LLC333,730$17.18M5.5%+1.3%0.169%
5/22/2025Rollins Financial Advisors LLC10,988$566K0.1%-8.2%0.006%
5/22/2025BOS Asset Management LLC22,060$1.14M0.4%-1.8%0.011%
5/21/2025Geneos Wealth Management Inc.4,765$245K0.0%-15.5%0.002%
5/20/2025Focus Partners Wealth12,985,015$668.60M1.7%+6.5%6.594%
5/19/2025SageView Advisory Group LLC18,935$975K0.0%+2.0%0.010%
5/19/2025SCS Capital Management LLC4,457$229K0.0%N/A0.002%
5/16/2025MBB Public Markets I LLC132,267$6.81M0.8%-82.9%0.068%
5/16/2025Signature Estate & Investment Advisors LLC22,207$1.14M0.0%+26.3%0.011%
5/16/2025Goldman Sachs Group Inc.26,725$1.38M0.0%N/A0.014%
5/16/2025Jones Financial Companies Lllp160,140$8.25M0.0%-20.4%0.082%
5/16/2025 Rise Advisors LLC224,218$11.55M5.1%+41.9%0.114%
5/16/2025Plancorp LLC1,598,110$82.29M3.3%-0.7%0.816%
5/16/2025Integrated Wealth Concepts LLC30,314$1.56M0.0%+3.4%0.015%
5/16/2025Jentner Corp43,753$2.25M0.7%-8.6%0.022%
5/16/2025Greenline Partners LLC5,779$298K0.0%-19.3%0.003%
5/16/2025Cook Wealth LLC222,309$10.97M5.3%-1.6%0.113%
5/16/2025Beaird Harris Wealth Management LLC492,571$25.36M2.2%-1.3%0.251%
5/16/2025AQR Capital Management LLC124,957$6.43M0.0%+68.3%0.064%
5/15/2025EP Wealth Advisors LLC3,016,203$155.30M1.2%+35.2%1.539%
5/15/2025Focus Partners Advisor Solutions LLC4,915,377$253.09M3.8%+2.0%2.509%
5/15/2025Royal Bank of Canada250,427$12.90M0.0%+143.7%0.128%
5/15/2025Betterment LLC309,559$15.94M0.0%+17.8%0.158%
5/15/2025MAI Capital Management102,720$5.29M0.0%+0.6%0.052%
5/15/2025Baird Financial Group Inc.341,897$17.60M0.0%-1.1%0.174%
5/15/2025Tumwater Wealth Management LLC563,732$29.03M15.1%+2.2%0.288%
5/15/2025Activest Wealth Management160,687$8.27M2.2%+3.8%0.082%
5/15/2025Tortoise Investment Management LLC2,451$126K0.0%-25.1%0.001%
5/15/2025Hanover Advisors Inc.5,367$276K0.1%-10.1%0.003%
5/15/2025Okabena Investment Services Inc.6,481$334K0.1%N/A0.003%
5/14/2025BWM Planning LLC187,952$9.68M4.1%-2.1%0.096%
5/14/2025Ieq Capital LLC10,325$532K0.0%+41.7%0.005%
5/14/2025CreativeOne Wealth LLC9,372$483K0.0%+134.8%0.005%
5/14/2025Hill Investment Group Partners LLC76,341$3.93M0.5%-86.7%0.039%
5/14/2025Comerica Bank8,539$440K0.0%+43.9%0.004%
5/14/2025Freedom Investment Management Inc.57,263$2.95M0.2%-3.3%0.029%
5/14/2025Northwestern Mutual Wealth Management Co.113,937$5.87M0.0%-45.5%0.058%
5/14/2025Lionshead Wealth Management LLC97,712$5.03M5.2%-24.4%0.050%
5/14/2025Sax Wealth Advisors LLC863,039$44.44M3.2%-1.7%0.440%
5/14/2025Kestra Advisory Services LLC172,121$8.86M0.0%-24.2%0.088%
5/14/2025Compound Planning Inc.65,579$3.38M0.2%+355.9%0.033%
5/14/2025Bragg Financial Advisors Inc47,257$2.43M0.1%+34.6%0.024%
5/14/2025Elevate Wealth Advisory Inc.65,384$3.37M2.4%+1.6%0.033%
5/14/2025TFB Advisors LLC5,745$296K0.1%-3.3%0.003%
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5/14/2025Vertex Planning Partners LLC3,969$204K0.0%N/A0.002%
5/14/2025Legacy Financial Advisors Inc.7,654$394K0.1%+46.7%0.004%
5/14/2025Sensible Money LLC848,025$43.67M18.7%+7.1%0.433%
5/13/2025RW Investment Management LLC1,657,644$85.35M10.5%-4.0%0.846%
5/13/2025Aptus Capital Advisors LLC12,260$631K0.0%+4.0%0.006%
5/13/2025Freestone Capital Holdings LLC6,131$316K0.0%N/A0.003%
5/13/2025Raymond James Financial Inc.1,411,584$72.68M0.0%+13.5%0.720%
5/13/2025Cresset Asset Management LLC45,720$2.35M0.0%-10.4%0.023%
5/13/2025Forvis Mazars Wealth Advisors LLC685,274$35.29M0.8%-14.7%0.350%
5/13/2025American Investment Services Inc.162,606$8.37M1.5%+1.0%0.083%
(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, 718 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($786.82M), Focus Partners Wealth ($668.60M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($457.08M), Index Fund Advisors Inc. ($325.02M), Savant Capital LLC ($285.67M), and Focus Partners Advisor Solutions LLC ($253.09M).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 599 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: Forum Financial Management LP ($3.39M), Pure Financial Advisors LLC ($2.92M), Creative Planning ($2.00M), EP Wealth Advisors LLC ($1.93M), Trust Co of the South ($1.93M), Modera Wealth Management LLC ($1.77M), and Raymond James Financial Inc. ($1.41M).

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

Institutional investors have bought a total of 29,069,426 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

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

Of the 313 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: Index Fund Advisors Inc. ($1.42M), Mercer Global Advisors Inc. ADV ($941.68K), MBB Public Markets I LLC ($641.73K), Symmetry Partners LLC ($534.61K), Forum Financial Management LP ($525.04K), Hill Investment Group Partners LLC ($495.79K), and Envestnet Asset Management Inc. ($470.59K).

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

Institutional investors have sold a total of 10,134,808 shares in the last 24 months. This volume of shares sold represents approximately $540.94M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 7/11/2025 by MarketBeat.com Staff
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