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

Dimensional U.S. Targeted Value ETF logo
$69.58 +0.66 (+0.96%)
As of 06/12/2026 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)
375
Total
Institutional Outflows
(last 12 months)
$603.79M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 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%
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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%
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%
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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%
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%


DFAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 819 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 687 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 33,699,173 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Of the 375 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 10,519,607 shares in the last 24 months. This volume of shares sold represents approximately $603.79M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 6/14/2026 by MarketBeat.com Staff.
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