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

Dimensional U.S. Targeted Value ETF logo
$72.63 +0.24 (+0.33%)
As of 02:14 PM Eastern
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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)
431
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$485.27M
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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
7/10/2026 Abound Wealth Management2,303$161K0.0%-12.8%0.001%
7/10/2026 JFS Wealth Advisors LLC15,335$1.07M0.1%+10.0%0.007%
7/10/2026 DiNuzzo Private Wealth Inc.131,670$9.20M0.9%-1.7%0.064%
7/10/2026 Peirce Capital Management LLC15,757$1.10M0.4%-13.9%0.008%
7/10/2026 Fiduciary Financial Group LLC225,571$15.77M1.8%+7.1%0.110%
7/10/2026 ShankerValleau Wealth Advisors Inc.209,327$14.63M3.9%-2.8%0.102%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors58,053$4.06M0.4%-0.4%0.028%
7/10/2026 Wealthcare Advisory Partners LLC4,380$306K0.0%+13.3%0.002%
7/9/2026 Ares Financial Consulting LLC71,147$4.97M3.5%+0.6%0.035%
7/9/2026 CPA Asset Management Group LLC10,586$740K0.2%-11.4%0.005%
7/9/2026 Shira Ridge Wealth Management13,004$909K0.3%-1.5%0.006%
7/9/2026 Great Waters Wealth Management888,357$62.10M5.8%+4.1%0.433%
7/9/2026 Sax Wealth Advisors LLC775,382$54.20M2.0%+2.4%0.378%
7/8/2026 Beaird Harris Wealth Management LLC472,417$33.02M2.1%-2.6%0.230%
7/8/2026 Thayer Financial L.L.C.58,801$4.11M3.7%+1.9%0.029%
7/8/2026 3 Factor Indexing LLC38,183$2.67M2.3%+0.5%0.019%
7/8/2026 Quantum Financial Advisors LLC251,645$17.59M1.5%-0.6%0.123%
7/8/2026 Strategic Investment Solutions Inc. IL141,622$9.90M2.3%+3.1%0.069%
7/8/2026 White Wing Wealth Management76,449$5.34M2.8%-1.6%0.037%
7/8/2026 Factor Wealth Management LTD79,675$5.57M0.8%-1.2%0.039%
7/8/2026 Twin Cities Retirement Group LLC139,004$9.72M8.3%-4.4%0.068%
7/8/2026 Elevation Wealth Partners LLC39,700$2.78M0.8%-2.8%0.019%
7/8/2026 Apella Capital LLC2,077,701$144.09M2.0%-2.6%1.014%
7/8/2026 Evanson Financial LLC1,090,019$76.19M3.8%N/A0.532%
7/8/2026 Eclectic Associates Inc. ADV369,252$25.81M2.9%+5.6%0.180%
7/7/2026 Pioneer Wealth Management Group166,160$11.62M2.8%+8.1%0.081%
7/7/2026 180 Wealth Advisors LLC22,008$1.54M0.2%+14.8%0.011%
7/7/2026 Foster Group Inc.385,529$26.95M0.7%-2.2%0.188%
7/7/2026 Dynamic Advisor Solutions LLC11,767$823K0.0%+13.6%0.006%
7/7/2026 Avior Wealth Management LLC29,474$2.06M0.1%-24.5%0.014%
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%
6/9/2026 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%
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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%
5/19/2026Western Wealth Management LLC3,710$232K0.0%N/A0.002%
5/19/2026McIlrath & Eck LLC448$28K0.0%-37.7%0.000%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors103,070$6.44M0.1%+51.2%0.051%
5/18/2026MSA Advisors LLC21,687$1.35M0.4%N/A0.011%
5/18/2026 EverSource Wealth Advisors LLC57,372$3.58M0.1%+1.0%0.028%
5/18/2026Royal 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%
5/15/2026 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%
5/15/2026Waverly Advisors LLC50,716$3.17M0.0%+275.1%0.025%
5/15/2026 Broadhurst Jeffrey B78,209$4.88M5.0%N/A0.038%
5/14/2026Renaissance Technologies LLC17,900$1.12M0.0%N/A0.009%
5/14/2026 Compound Planning Inc.59,415$3.71M0.1%+11.1%0.029%
5/14/2026Sei 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%
5/14/2026Monograph 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%
5/7/2026Earned 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%
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%
5/6/2026Kera 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%
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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%
5/5/2026Sanctuary 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%


DFAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 806 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 664 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 ($2.57M), Focus Partners Advisor Solutions LLC ($2.25M), Forum Financial Management LP ($1.82M), Raymond James Financial Inc. ($1.78M), and Elser Financial Planning Inc ($1.41M).

Institutional investors have bought a total of 28,399,399 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

Of the 315 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. ($1.38M), RW Investment Management LLC ($848.42K), Corient Private Wealth LLC ($671.45K), Focus Partners Advisor Solutions LLC ($484.47K), Henrickson Nauta Wealth Advisors Inc. ($338.05K), Mercer Global Advisors Inc. ADV ($239.20K), and Rise Advisors LLC ($233.66K).

Institutional investors have sold a total of 8,279,751 shares in the last 24 months. This volume of shares sold represents approximately $485.27M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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