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

Dimensional U.S. Targeted Value ETF logo
$69.58 0.00 (0.00%)
As of 07/2/2026 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)
492
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
376
Total
Institutional Outflows
(last 12 months)
$606.24M
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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
7/2/2026 Versant Capital Management Inc26,004$1.82M0.2%-2.5%0.013%
7/1/2026 Trust Co of the South1,754,110$122.61M17.3%-2.0%0.861%
6/18/2026Western Wealth Management LLC3,710$232K0.0%N/A0.002%
6/9/2026Robinswood Financial LLC3,978$248K0.3%N/A0.002%
6/3/2026Parallel Advisors LLC811$51K0.0%+49.9%0.000%
6/3/2026NewEdge Advisors LLC89,605$5.60M0.0%-0.6%0.044%
5/29/2026Mullaney Keating & Wright Inc.9,358$584K0.3%-7.5%0.005%
5/29/2026Asset Dedication LLC2,540,234$158.64M11.1%-2.3%1.246%
5/28/2026Maripau Wealth Management LLC15,364$959K0.4%+56.8%0.008%
5/27/2026Allen Capital Group LLC418,599$26.14M2.3%+2.4%0.205%
5/21/2026J. Derek Lewis & Associates Inc.7,853$490K0.1%+63.2%0.004%
5/21/2026BankChampaign National Association2,063$129K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC3,710$232K0.0%N/A0.002%
5/19/2026McIlrath & Eck LLC448$28K0.0%-37.7%0.000%
5/19/2026NewEdge Advisors LLC85,947$5.37M0.1%-4.6%0.042%
5/19/2026Bank of America Corp DE1,531,232$95.63M0.0%+17.3%0.751%
5/19/2026Centaurus Financial Inc.16,182$1.01M0.0%+12.4%0.008%
5/19/2026Arkadios Wealth Advisors103,070$6.44M0.1%+51.2%0.051%
5/18/2026MSA Advisors LLC21,687$1.35M0.4%N/A0.011%
5/18/2026EverSource Wealth Advisors LLC57,372$3.58M0.1%+1.0%0.028%
5/18/2026Royal Bank of Canada271,234$16.94M0.0%+19.2%0.133%
5/16/2026Quantinno Capital Management LP99,342$6.20M0.0%-7.1%0.049%
5/15/2026Cardiff Park Advisors LLC317,234$19.81M1.6%+3.7%0.156%
5/15/2026Everest Financial Group LLC5,459$341K0.1%N/A0.003%
5/15/2026Vawter Financial Ltd.135,612$8.47M3.6%-9.0%0.067%
5/15/2026Waverly Advisors LLC50,716$3.17M0.0%+275.1%0.025%
5/15/2026Broadhurst Jeffrey B78,209$4.88M5.0%N/A0.038%
5/14/2026Renaissance Technologies LLC17,900$1.12M0.0%N/A0.009%
5/14/2026Compound Planning Inc.59,415$3.71M0.1%+11.1%0.029%
5/14/2026Sei Investments Co.20,971$1.31M0.0%+29.5%0.010%
5/14/2026Lido Advisors LLC10,386$649K0.0%-10.8%0.005%
5/14/2026B&D White Capital Company LLC78,515$4.90M0.6%-18.4%0.039%
5/14/2026Monograph Wealth Advisors LLC731,710$45.70M4.3%+4.6%0.359%
5/13/2026Cetera Investment Advisers650,733$40.64M0.0%+4.1%0.319%
5/13/2026American Investment Services Inc.142,654$8.91M2.0%-1.9%0.070%
5/13/2026Sachem Hill LLC117,577$7.34M1.4%-1.3%0.058%
5/13/2026Measured Wealth Private Client Group LLC20,338$1.27M0.3%-1.1%0.010%
5/13/2026Signature Equity Partners LLC2,903$181K0.1%-15.3%0.001%
5/8/2026PNC Financial Services Group Inc.32,502$2.03M0.0%+10.7%0.016%
5/8/2026Cassaday & Co Wealth Management LLC3,093$193K0.0%N/A0.002%
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5/7/2026Earned Wealth Advisors LLC1,495,511$93.40M6.2%+2.6%0.734%
5/7/2026Balefire LLC13,116$819K0.2%N/A0.006%
5/7/2026Parallel Advisors LLC811$51K0.0%+49.9%0.000%
5/7/2026Crescent Grove Advisors LLC4,144$259K0.0%N/A0.002%
5/6/2026Benningfield Financial Advisors LLC6,942$434K0.3%-4.1%0.003%
5/6/2026Aviance Capital Partners LLC77,195$4.82M0.6%+8.6%0.038%
5/6/2026Zhang Financial LLC116,225$7.26M0.3%-11.8%0.057%
5/6/2026Simon Quick Advisors LLC9,266$579K0.0%-26.3%0.005%
5/6/2026Kera Capital Partners Inc.4,298$268K0.0%N/A0.002%
5/6/2026Modera Wealth Management LLC733,725$45.82M0.5%-1.3%0.360%
5/6/2026Astra Wealth Partners LLC47,362$2.96M1.8%+10.1%0.023%
5/6/2026Assetmark Inc.467,017$29.17M0.1%+2.1%0.229%
5/6/2026Angeles Wealth Management LLC5,018$313K0.0%+346.8%0.002%
5/6/2026Oder Investment Management LLC4,195$262K0.2%+13.2%0.002%
5/6/2026One Day In July LLC3,277$205K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC11,378$711K0.0%N/A0.006%
5/5/2026Financial Harvest LLC507,634$31.70M18.7%+4.1%0.249%
5/5/2026Ferguson Johnson Wealth Management Inc97,208$6.07M4.9%-1.1%0.048%
5/5/2026D.A. Davidson & CO.253,054$15.80M0.1%+31.3%0.124%
5/5/2026Navigation Group LLC192,976$12.05M2.8%N/A0.095%
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%
5/2/2026Navigate Wealth Management LLC32,069$2.13M1.5%N/A0.016%
5/2/2026Navigoe LLC221,400$13.83M8.2%-1.9%0.109%
5/2/2026Diversify Wealth Management LLC5,710$377K0.0%N/A0.003%
5/2/2026Valmark Advisers Inc.7,366$460K0.0%+25.7%0.004%
5/2/2026Vestment Financial LLC88,049$5.87M3.0%-0.8%0.043%
5/1/2026180 Wealth Advisors LLC19,163$1.20M0.1%+41.7%0.009%
5/1/2026Midwest Trust Co37,235$2.33M0.0%-5.1%0.018%
5/1/2026Fifth Third Bancorp17,620$1.10M0.0%+65.1%0.009%
5/1/2026Summit Financial Strategies Inc.446,289$27.87M2.2%+8.2%0.219%
5/1/2026Simplicity Wealth LLC54,747$3.42M0.2%-0.8%0.027%
5/1/2026Sequoia Financial Advisors LLC1,373,292$85.76M0.5%+2.5%0.675%
4/30/2026Accredited Investors Inc.5,279$330K0.0%+22.7%0.003%
4/30/2026Team Hewins LLC920,291$57.47M17.1%-0.6%0.452%
4/30/2026Forza Wealth Management LLC14,435$901K0.3%+28.5%0.007%
4/30/2026Valued Wealth Advisors LLC105,387$6.58M2.7%+1.2%0.052%
4/30/2026Triune Financial Partners LLC355,699$22.21M5.3%+1.0%0.175%
4/30/2026Mosaic Family Wealth Partners LLC488,594$30.51M3.1%+1.2%0.240%
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4/30/2026Kestra Advisory Services LLC133,762$8.35M0.0%+29.3%0.066%
4/30/2026Money Concepts Capital Corp37,762$2.36M0.1%N/A0.019%
4/30/2026Summit Portfolio Management LTD.42,991$2.69M1.7%N/A0.021%
4/30/2026Austin Asset Management Co Inc149,816$9.36M1.6%-4.4%0.074%
4/30/2026CFS Investment Advisory Services LLC49,814$3.30M0.2%-28.5%0.024%
4/30/2026Efficient Advisors LLC155,140$9.69M0.7%-6.1%0.076%
4/29/2026Rockwood Wealth Management LLC36,207$2.26M0.2%-3.4%0.018%
4/29/2026Montag A & Associates Inc.25,353$1.58M0.1%+1.1%0.012%
4/29/2026American Capital Advisory LLC12,022$751K0.3%+8.6%0.006%
4/29/2026Jackson Thornton Wealth Management LLC2,840,246$183.51M16.3%+0.2%1.396%


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 686 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 33,524,565 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

Of the 376 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 10,553,969 shares in the last 24 months. This volume of shares sold represents approximately $606.24M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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