S&P 500   4,967.75 (-0.16%)
DOW   38,518.84 (-0.12%)
QQQ   425.21 (-0.49%)
AAPL   182.65 (+0.60%)
MSFT   400.17 (-0.65%)
META   466.37 (-1.04%)
GOOGL   141.54 (+0.30%)
AMZN   169.88 (+1.68%)
TSLA   199.36 (+2.89%)
NVDA   682.87 (-1.68%)
NIO   6.10 (+2.35%)
AMD   164.87 (-0.49%)
BABA   75.92 (+3.80%)
T   16.86 (-0.30%)
F   12.21 (-0.33%)
MU   80.58 (-0.16%)
CGC   3.39 (-4.24%)
GE   149.00 (+0.26%)
DIS   108.93 (-0.47%)
AMC   4.65 (-0.21%)
PFE   27.43 (-0.58%)
PYPL   58.35 (-0.48%)
XOM   103.84 (+1.06%)
S&P 500   4,967.75 (-0.16%)
DOW   38,518.84 (-0.12%)
QQQ   425.21 (-0.49%)
AAPL   182.65 (+0.60%)
MSFT   400.17 (-0.65%)
META   466.37 (-1.04%)
GOOGL   141.54 (+0.30%)
AMZN   169.88 (+1.68%)
TSLA   199.36 (+2.89%)
NVDA   682.87 (-1.68%)
NIO   6.10 (+2.35%)
AMD   164.87 (-0.49%)
BABA   75.92 (+3.80%)
T   16.86 (-0.30%)
F   12.21 (-0.33%)
MU   80.58 (-0.16%)
CGC   3.39 (-4.24%)
GE   149.00 (+0.26%)
DIS   108.93 (-0.47%)
AMC   4.65 (-0.21%)
PFE   27.43 (-0.58%)
PYPL   58.35 (-0.48%)
XOM   103.84 (+1.06%)
S&P 500   4,967.75 (-0.16%)
DOW   38,518.84 (-0.12%)
QQQ   425.21 (-0.49%)
AAPL   182.65 (+0.60%)
MSFT   400.17 (-0.65%)
META   466.37 (-1.04%)
GOOGL   141.54 (+0.30%)
AMZN   169.88 (+1.68%)
TSLA   199.36 (+2.89%)
NVDA   682.87 (-1.68%)
NIO   6.10 (+2.35%)
AMD   164.87 (-0.49%)
BABA   75.92 (+3.80%)
T   16.86 (-0.30%)
F   12.21 (-0.33%)
MU   80.58 (-0.16%)
CGC   3.39 (-4.24%)
GE   149.00 (+0.26%)
DIS   108.93 (-0.47%)
AMC   4.65 (-0.21%)
PFE   27.43 (-0.58%)
PYPL   58.35 (-0.48%)
XOM   103.84 (+1.06%)
S&P 500   4,967.75 (-0.16%)
DOW   38,518.84 (-0.12%)
QQQ   425.21 (-0.49%)
AAPL   182.65 (+0.60%)
MSFT   400.17 (-0.65%)
META   466.37 (-1.04%)
GOOGL   141.54 (+0.30%)
AMZN   169.88 (+1.68%)
TSLA   199.36 (+2.89%)
NVDA   682.87 (-1.68%)
NIO   6.10 (+2.35%)
AMD   164.87 (-0.49%)
BABA   75.92 (+3.80%)
T   16.86 (-0.30%)
F   12.21 (-0.33%)
MU   80.58 (-0.16%)
CGC   3.39 (-4.24%)
GE   149.00 (+0.26%)
DIS   108.93 (-0.47%)
AMC   4.65 (-0.21%)
PFE   27.43 (-0.58%)
PYPL   58.35 (-0.48%)
XOM   103.84 (+1.06%)

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

$50.96
-0.13 (-0.25%)
(As of 10:02 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
371
Total
Institutional Inflows
(last 12 months)
$1.47 B
Number of
Institutional Sellers
(last 12 months)
255
Total
Institutional Outflows
(last 12 months)
$284.80 M
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DFAT Institutional Buying and Selling by Quarter


Dimensional U.S. Targeted Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024SageView Advisory Group LLC6,296$0.33M0.0%N/A0.004%
2/16/2024Studio Investment Management LLC15,415$0.81M0.2%-6.5%0.009%
2/15/2024Mercer Global Advisors Inc. ADV2,916,043$152.60M0.5%+8.3%1.635%
2/15/2024Townsquare Capital LLC41,588$2.18M0.0%+309.7%0.023%
2/15/2024Atlas Capital Advisors LLC5,014$0.26M0.0%-10.3%0.003%
2/15/2024Websterrogers Financial Advisors LLC30,960$1.62M0.7%-1.4%0.017%
2/15/2024Modera Wealth Management LLC888,385$46.49M0.8%-2.6%0.498%
2/15/2024Freedom Investment Management Inc.60,908$3.19M0.3%N/A0.034%
2/15/2024Buckingham Strategic Partners LLC2,693,162$140.93M6.8%-10.8%1.510%
2/15/2024Buckingham Strategic Wealth LLC12,695,192$664.34M7.9%-0.9%7.120%
2/15/2024Baird Financial Group Inc.440,425$23.05M0.1%-22.8%0.247%
2/15/2024Bragg Financial Advisors Inc17,998$0.94M0.0%+88.4%0.010%
2/15/2024Comerica Bank6,640$0.35M0.0%+837.9%0.004%
2/14/2024Royal Bank of Canada124,577$6.52M0.0%+19.1%0.070%
2/14/2024Midland Wealth Advisors LLC5,418$0.28M0.0%N/A0.003%
2/14/2024Syverson Strege & Co8,007$0.42M0.2%+7.0%0.004%
2/14/2024Pathstone Holdings LLC432,666$22.64M0.1%N/A0.243%
2/14/2024Kestra Advisory Services LLC171,226$8.96M0.1%+2.2%0.096%
2/14/2024True Wealth Design LLC75,899$3.97M1.1%-16.7%0.043%
2/14/2024Creative Planning13,638,740$713.72M1.1%+4.1%7.649%
2/14/2024Jacobi Capital Management LLC4,106$0.22M0.0%N/A0.002%
2/14/2024Northwest Wealth Management LLC139,660$7.31M2.2%-0.3%0.078%
2/14/2024MGO One Seven LLC12,089$0.63M0.0%N/A0.007%
2/14/2024Elevate Wealth Advisory Inc.41,472$2.17M2.0%N/A0.023%
2/14/2024Visionary Wealth Advisors236,434$12.37M0.9%-4.2%0.133%
2/14/2024Keyes Stange & Wooten Wealth Management LLC270,707$14.17M15.0%N/A0.152%
2/14/2024Balyasny Asset Management L.P.48,512$2.54M0.0%N/A0.027%
2/14/2024Cresset Asset Management LLC103,531$5.42M0.0%-21.1%0.058%
2/14/2024Watchman Group Inc.453,113$23.71M7.8%+0.8%0.254%
2/14/2024Cladis Investment Advisory LLC4,079$0.21M0.2%N/A0.002%
2/14/2024NCM Capital Management LLC11,728$0.61M0.4%-2.5%0.007%
2/14/2024CFS Investment Advisory Services LLC93,803$4.91M0.9%+4.0%0.053%
2/13/2024Envestnet Asset Management Inc.2,710,003$141.81M0.1%+0.5%1.520%
2/13/2024Stephens Inc. AR26,086$1.37M0.0%+55.6%0.015%
2/13/2024Exencial Wealth Advisors LLC65,421$3.42M0.1%+17.8%0.037%
2/13/2024Vawter Financial Ltd.169,440$8.87M6.9%+50.4%0.095%
2/13/2024Cetera Advisor Networks LLC110,547$5.79M0.0%+26.9%0.062%
2/13/2024Oppenheimer & Co. Inc.157,491$8.24M0.2%+3.8%0.088%
2/13/2024Advisory Services & Investments LLC15,746$0.82M0.6%-3.6%0.009%
2/13/2024Peapack Gladstone Financial Corp17,480$0.92M0.0%N/A0.010%
2/13/2024Legacy Financial Group Inc.167,770$8.78M3.8%-1.5%0.094%
2/13/2024Jones Financial Companies Lllp16,812$0.88M0.0%+683.8%0.009%
2/13/2024Landmark Financial Advisors LLC247,065$12.93M4.7%+4.0%0.139%
2/13/2024Summit Financial Strategies Inc.192,869$10.09M1.5%+1,807.9%0.108%
2/13/2024Vannoy Advisory Group Inc.18,890$0.99M0.8%N/A0.011%
2/12/2024Keb Asset Management LLC631,058$33.02M12.2%-0.6%0.354%
2/12/2024BlueSky Wealth Advisors LLC256,936$13.45M2.5%-2.0%0.144%
2/12/2024Adero Partners LLC308,000$16.12M1.4%-1.4%0.173%
2/12/2024Evoke Wealth LLC12,041$0.63M0.0%N/A0.007%
2/12/2024WorthPointe LLC48,641$2.55M1.3%-5.5%0.027%
2/12/2024Fischer Investment Strategies LLC10,095$0.53M0.4%N/A0.006%
2/12/2024TFO Wealth Partners LLC432,007$22.61B4.6%-1.9%0.242%
2/12/2024Olistico Wealth LLC14,252$0.75M0.6%-37.1%0.008%
2/12/2024RS Crum Inc.284,372$14.88M4.6%-1.4%0.159%
2/12/2024Fortress Wealth Management Inc.26,701$1.40M0.8%+33.4%0.015%
2/12/2024Stifel Financial Corp127,567$6.68M0.0%+41.1%0.072%
2/12/2024Steward Partners Investment Advisory LLC24,325$1.27M0.0%+71.2%0.014%
2/12/2024Schubert & Co31,793$1.66M1.5%-13.6%0.018%
2/9/2024Advisory Services Network LLC2,394$0.13M0.0%N/A0.001%
2/9/2024Orion Portfolio Solutions LLC55,664$2.86M0.0%-11.2%0.031%
2/9/2024Team Hewins LLC1,007,674$52.73M7.9%-0.9%0.565%
2/9/2024SageView Advisory Group LLC6,296$0.33M0.0%N/A0.004%
2/9/2024Commerce Bank14,419$0.76M0.0%+3.0%0.008%
2/9/2024Cambridge Investment Research Advisors Inc.630,717$33.01M0.1%-4.1%0.354%
2/9/2024Balboa Wealth Partners20,513$1.07M0.4%+87.4%0.012%
2/9/2024Frazier Financial Advisors LLC5,126$0.27M0.2%N/A0.003%
2/9/2024Tillman Hartley LLC357,660$18.72M7.0%+0.7%0.201%
2/9/2024EverSource Wealth Advisors LLC54,892$2.87M0.3%+0.5%0.031%
2/9/2024Certified Advisory Corp45,432$2.38M0.4%-2.6%0.025%
2/9/2024Assetmark Inc.508,243$26.60M0.1%+1.8%0.285%
2/9/2024Corient Private Wealth LLC2,748,722$143.84M0.3%+0.4%1.542%
2/9/2024D.A. Davidson & CO.115,978$6.07M0.1%-15.8%0.065%
2/9/2024Bayshore Asset Management LLC894,161$46.79M24.7%-0.4%0.501%
2/9/2024Thoroughbred Financial Services LLC8,457$0.44M0.0%+8.3%0.005%
2/9/2024Andrews Lucia Wealth Management LLC259,768$13.59M10.5%+2.2%0.146%
2/9/2024UBS Group AG346,097$18.11M0.0%+32.0%0.194%
2/9/2024PNC Financial Services Group Inc.2,407$0.13M0.0%-29.4%0.001%
2/8/2024Main Street Financial Solutions LLC14,128$0.74M0.1%N/A0.008%
2/8/2024Quarry Hill Advisors LLC27,194$1.42M1.2%-0.9%0.015%
2/8/2024Clarity Capital Advisors LLC4,634$0.24M0.2%N/A0.003%
2/8/2024Tortoise Investment Management LLC5,473$0.27M0.0%-35.4%0.003%
2/8/2024Private Wealth Management Group LLC91,503$4.79M2.4%N/A0.051%
2/8/2024Bedel Financial Consulting Inc.22,025$1.15M0.2%+31.3%0.012%
2/8/2024OMNI 360 Wealth Inc.104,137$5.45M5.1%N/A0.058%
2/8/2024Beacon Pointe Advisors LLC240,003$12.56M0.2%+13.3%0.135%
2/8/2024Efficient Advisors LLC63,607$3.33M0.2%-6.6%0.036%
2/8/2024CarsonAllaria Wealth Management Ltd.30,326$1.59M1.1%-10.6%0.017%
2/8/2024Foundations Investment Advisors LLC7,434$0.38M0.0%+51.7%0.004%
2/8/2024Janney Montgomery Scott LLC11,685$0.61M0.0%-9.9%0.007%
2/8/2024MB Generational Wealth LLC20,795$1.09M1.0%N/A0.012%
2/8/2024D Orazio & Associates Inc.3,983$0.21M0.0%N/A0.002%
2/8/2024Lutz Financial Services LLC151,258$7.92M0.7%+2.7%0.085%
2/7/2024Avantax Advisory Services Inc.20,815$1.09M0.0%+40.6%0.012%
2/7/2024McKinley Carter Wealth Services Inc.139,068$7.28M0.5%-43.5%0.078%
2/7/2024Forum Financial Management LP9,168,412$479.78M9.0%+2.5%5.142%
2/7/2024QRG Capital Management Inc.3,898$0.20M0.0%-22.0%0.002%
2/7/2024Rooted Wealth Advisors Inc.35,878$1.80M0.9%+9.2%0.020%
2/7/2024Watershed Private Wealth LLC109,208$5.72M3.2%-2.8%0.061%
2/7/2024Principal Securities Inc.18,345$0.96M0.0%N/A0.010%
2/7/2024FinDec Wealth Services Inc.114,152$5.97M4.0%-18.6%0.064%
(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, 565 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 505 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: Moneta Group Investment Advisors LLC ($9.05M), Creative Planning ($6.47M), Forum Financial Management LP ($4.24M), Buckingham Strategic Partners ($3.46M), Merriman Wealth Management LLC ($3.42M), CI Private Wealth LLC ($2.69M), and Savant Capital LLC ($2.46M).

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

Institutional investors have bought a total of 76,979,447 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

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

Of the 317 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), Modera Wealth Management LLC ($0.61M), Jackson Thornton Asset Management LLC ($0.58M), Envestnet Asset Management Inc. ($0.55M), Cerity Partners LLC ($0.51M), Buckingham Strategic Partners LLC ($0.33M), and Truepoint Inc. ($0.28M).

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

Institutional investors have sold a total of 11,452,394 shares in the last 24 months. This volume of shares sold represents approximately $511.91M in transactions.


This page (NYSEARCA:DFAT) was last updated on 2/21/2024 by MarketBeat.com Staff