Free Trial
→ Nobody Understands Why Trump Is Invading Iran (here’s the answer) (From Banyan Hill Publishing) (Ad)tc pixel Free DFAT Stock Alerts

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

Dimensional U.S. Targeted Value ETF logo
$67.14 +0.89 (+1.34%)
As of 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)
496
Total
Institutional Inflows
(last 12 months)
$2.09B
Number of
Institutional Sellers
(last 12 months)
393
Total
Institutional Outflows
(last 12 months)
$696.53M
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
5/5/2026Good Harbor Advisors Inc.13,465$841K0.9%N/A0.007%
5/5/2026Gentry Private Wealth LLC3,900$244K0.1%-3.7%0.002%
5/5/2026Sanctuary Advisors LLC33,401$2.09M0.0%-35.1%0.016%
5/5/2026MB Generational Wealth LLC17,130$1.07M0.6%-1.6%0.008%
5/5/2026Nwam LLC3,828$239K0.0%N/A0.002%
5/4/2026Beckerman Institutional LLC46,131$2.88M1.5%+3.7%0.023%
5/4/2026Mattern Capital Management LLC12,546$784K0.1%+31.2%0.006%
5/4/2026Lutz Financial Services LLC149,514$9.34M0.6%-1.8%0.073%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management914,073$57.08M1.0%-0.5%0.449%
5/4/2026Bedel Financial Consulting Inc.75,161$4.69M0.5%+13.0%0.037%
5/4/2026Chicago Partners Investment Group LLC13,286$882K0.0%-3.9%0.007%
5/4/2026Ruedi Wealth Management Inc.216,534$13.52M3.5%+3.6%0.106%
5/4/2026Vantage 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%
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%
4/27/2026 World Investment Advisors4,576$286K0.0%N/A0.002%
4/27/2026 Canal Capital Management LLC3,319$207K0.0%N/A0.002%
4/27/2026 Legacy Financial Group Inc.151,851$9.48M2.5%-1.3%0.075%
4/27/2026 Private Advisor Group LLC43,234$2.70M0.0%-3.2%0.021%
4/25/2026 SOL Capital Management CO222,309$13.88M5.9%+437.5%0.109%
4/25/2026 Axis Wealth Partners LLC17,501$1.09M0.6%+2.9%0.009%
4/25/2026 Bayshore Asset Management LLC835,709$52.19M20.8%-0.6%0.411%
4/25/2026 Stevens Capital Partners7,853$490K0.1%N/A0.004%
4/25/2026 BetterWealth LLC17,746$1.11M0.2%-3.3%0.009%
4/24/2026 Root Financial Partners LLC33,339$2.08M0.1%+21.4%0.016%
4/24/2026 Keb Asset Management LLC687,667$42.95M8.2%-0.4%0.338%
4/24/2026 PW Advisors LLC FL58,837$3.67M2.8%-5.1%0.029%
4/24/2026 Squire Investment Management Company LLC433,098$27.05M7.5%0.0%0.213%
4/24/2026 Merited Wealth LLC7,295$456K0.4%-10.2%0.004%
4/24/2026 Verus Wealth Management LLC26,113$1.63M1.5%-0.8%0.013%
4/24/2026 Key Financial Inc4,200$262K0.0%-7.1%0.002%
4/24/2026 Prism Advisors Inc.303,139$18.93M5.1%-6.6%0.149%
4/24/2026 Johnson Wealth Management LLC55,195$3.45M1.7%-0.4%0.027%
4/23/2026 Graver Capital Management LLC246,466$15.39M11.7%+5.3%0.121%
4/23/2026 Master S Wealth Management Inc.364,328$22.75M7.7%+0.6%0.179%
4/23/2026 Moss Adams Wealth Advisors LLC5,022$314K0.0%N/A0.002%
4/23/2026 Forum Financial Management LP10,349,578$646.33M9.1%+1.4%5.088%
4/23/2026 Private Wealth Management Group LLC71,769$4.48M1.2%-1.2%0.035%
4/23/2026 WMG Financial Advisors LLC5,886$368K0.2%-4.6%0.003%
4/23/2026 Avant Financial Advisors LLC40,611$2.54M1.8%-0.6%0.020%
4/23/2026 Guardian Wealth Management LLC357,069$22.30M6.8%-1.3%0.176%
4/23/2026 McLean Asset Management Corp230,975$14.42M2.5%-1.3%0.114%
4/23/2026 TRU Independence Asset Management 2 LLC23,682$1.48M0.9%-1.4%0.012%
4/23/2026 Apollon Wealth Management LLC15,551$971K0.0%-8.8%0.008%
4/22/2026 Lam Group Inc.31,596$1.97M1.1%+6.3%0.016%
4/22/2026 Janney Montgomery Scott LLC12,126$757K0.0%+2.5%0.006%
4/22/2026 Rooted Wealth Advisors Inc.62,624$4.17M1.1%+59.2%0.031%
4/21/2026 Compass Advisory Group LLC23,018$1.44M0.4%+13.5%0.011%
4/21/2026 Long Island Wealth Management Inc.33,606$2.10M1.0%+29.6%0.017%
4/21/2026 Tumwater Wealth Management LLC628,735$39.27M15.8%-0.4%0.309%
4/21/2026 Maseco LLP10,139$633K0.0%-4.5%0.005%
4/21/2026 Peirce Capital Management LLC18,294$1.14M0.4%-2.0%0.009%
4/21/2026 Fiduciary Alliance LLC4,974$322K0.0%+8.6%0.002%
4/20/2026 Watchman Group Inc.430,509$26.89M6.5%-0.5%0.212%
4/20/2026 Corundum Group Inc.6,081$380K0.1%N/A0.003%
4/20/2026 Factor Wealth Management LTD80,653$5.04M0.9%-9.1%0.040%
4/20/2026 MBM Wealth Consultants LLC6,551$409K0.1%-7.4%0.003%
4/20/2026 Dopkins Wealth Management LLC297,224$18.56M7.5%-10.4%0.146%
4/20/2026 Strategent Financial LLC51,489$3.22M2.2%+3.7%0.025%
4/20/2026 Blue Trust Inc.12,132$758K0.0%+28.7%0.006%
4/20/2026 Aspen Capital Management LLC277,274$17.32M4.3%-5.3%0.136%
4/20/2026 RFG Advisory LLC48,434$3.03M0.1%-1.2%0.024%
4/20/2026 Apella Capital LLC2,132,827$141.26M2.1%+29.3%1.049%
4/18/2026 Nautilus Advisors LLC14,846$927K0.6%+8.7%0.007%
4/18/2026 CENTRAL TRUST Co16,576$1.04M0.0%-10.8%0.008%


DFAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAT shares?

During the previous two years, 804 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.

Which institutional investors have been buying Dimensional U.S. Targeted Value ETF's stock?

Of the 674 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 ($6.19M), 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).

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

Institutional investors have bought a total of 36,285,770 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

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

Of the 391 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 ($917.14K), Corient Private Wealth LLC ($671.45K), MBB Public Markets I LLC ($641.73K), Focus Partners Advisor Solutions LLC ($540.01K), Hill Investment Group Partners LLC ($501.71K), and Henrickson Nauta Wealth Advisors Inc. ($338.05K).

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

Institutional investors have sold a total of 12,350,614 shares in the last 24 months. This volume of shares sold represents approximately $696.53M in transactions.


Related Companies

This page (NYSEARCA:DFAT) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
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
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel