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

Dimensional U.S. Targeted Value ETF logo
$67.76 +0.34 (+0.50%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$67.76 +0.00 (+0.01%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
429
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$738.70M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC418,710$27.82M0.5%N/A0.203%
10/13/2026Verus Wealth Management LLC23,755$1.58M1.0%+23.2%0.012%
10/13/2026Vannoy Advisory Group Inc.18,067$1.20M0.7%-1.2%0.009%
10/13/2026Level Financial Advisors68,397$4.54M1.0%-1.3%0.033%
10/13/2026Heffernan Advisory Inc.4,041$269K0.2%N/A0.002%
10/13/2026Sax Wealth Advisors LLC711,697$47.29M1.3%-8.2%0.346%
10/13/2026Grove Street Fiduciary LLC33,951$2.26M1.0%-1.6%0.016%
10/13/2026Avior Wealth Management LLC29,450$1.96M0.1%N/A0.014%
10/10/2026RTD Financial Advisors Inc.74,049$4.92M0.5%-2.0%0.036%
10/9/2026CogentBlue Wealth Advisors LLC84,613$5.62M5.2%-2.4%0.041%
10/9/2026Eclectic Associates Inc. ADV375,128$24.92M2.8%-91.0%0.182%
10/8/2026Factor Wealth Management LTD79,223$5.26M0.8%-0.6%0.038%
10/8/2026Conrad Siegel Investment Advisors Inc.445,301$29.59M4.8%0.0%0.216%
10/8/2026Farther Finance Advisors LLC332,689$22.10M0.2%+2.3%0.162%
10/8/2026Apella Capital LLC2,045,430$137.21M1.7%-1.6%0.994%
10/8/2026Avidian Wealth Enterprises LLC19,777$1.31M0.0%N/A0.010%
10/7/2026Elevation Wealth Partners LLC40,436$2.69M0.8%+1.9%0.020%
10/7/2026Wealth Enhancement Trust Services Inc.22,171$1.47M0.2%-2.4%0.011%
10/7/2026Great Waters Wealth Management942,310$62.61M5.6%+6.1%0.458%
10/7/2026Nautilus Advisors LLC14,785$982K0.6%-1.2%0.007%
10/6/2026Juncture Wealth Strategies LLC137,257$9.12M2.3%N/A0.067%
10/5/2026Olistico Wealth LLC31,601$2.10M0.9%+1.8%0.015%
10/5/2026Baker Tilly Wealth Management LLC169,169$11.24M2.2%-4.8%0.082%
9/23/2026QRG Capital Management Inc.10,669$746K0.0%N/A0.005%
9/23/2026Envestnet Portfolio Solutions Inc.4,004$280K0.0%N/A0.002%
9/21/2026Premier Financial Group1,182,811$82.68M18.1%-0.3%0.578%
9/15/2026Cherry Tree Wealth Management LLC87,969$6.15M1.1%-0.7%0.043%
9/9/2026Sequoia Financial Advisors LLC1,391,428$97.26M0.5%+1.3%0.680%
9/9/2026AG Asset Advisory LLC53,783$3.76M3.0%-0.8%0.026%
9/9/2026Summit Financial Strategies Inc.472,327$33.02M2.3%+5.8%0.231%
9/9/2026NorthRock Partners LLC4,272$299K0.0%-18.4%0.002%
9/9/2026Integrated Wealth Concepts LLC50,761$3.55M0.0%+6.1%0.025%
9/9/2026NewEdge Advisors LLC99,069$6.93M0.0%+10.6%0.048%
9/9/2026IFP Advisors Inc20,096$1.41M0.0%-18.8%0.010%
9/9/2026Baird Financial Group Inc.86,953$6.08M0.0%-0.9%0.042%
9/9/2026XY Planning Network Inc.45,877$3.21M0.4%+3.5%0.022%
9/8/2026Hudock Inc.5,220$365K0.0%N/A0.003%
9/8/2026Allworth Financial LP1,060,969$74.16M0.3%+1.3%0.519%
9/8/2026Waverly Advisors LLC52,472$3.67M0.0%+3.5%0.026%
9/4/2026Parkside Financial Bank & Trust11,111$777K0.1%+27.0%0.005%
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9/2/2026Range Advisory LLC12,965$906K0.1%N/A0.006%
9/2/2026Citadel Advisors LLC61,671$4.31M0.0%N/A0.030%
8/27/2026Corient Private Wealth LP1,801,593$125.93M0.2%-31.9%0.881%
8/25/2026Tobias Financial Advisors Inc.19,531$1.37M0.2%-8.6%0.010%
8/23/2026Studio Investment Management LLC90,520$6.33M1.1%+7.2%0.044%
8/23/2026Ameritas Advisory Services LLC3,186$223K0.0%-75.6%0.002%
8/23/2026Henrickson Nauta Wealth Advisors Inc.384,676$26.89M6.6%+2.9%0.188%
8/23/2026Andrews Lucia Wealth Management LLC205,886$14.39M7.6%-0.2%0.101%
8/23/2026Bayshore Asset Management LLC816,647$57.08M19.3%-2.3%0.399%
8/23/2026HB Wealth Management LLC81,546$5.70M0.0%+17.4%0.040%
8/23/2026Northeast Planning Associates INC. NH2,912$204K0.1%N/A0.001%
8/23/2026Angeles Wealth Management LLC7,938$555K0.0%+58.2%0.004%
8/23/2026Red Lighthouse Investment Management LLC83,077$5.81M1.7%-1.3%0.041%
8/22/2026Tenet Wealth Partners LLC9,085$643K0.5%N/A0.004%
8/22/2026Highland Investment Advisors LLC134,493$9.40M4.1%N/A0.066%
8/22/2026Lakeshore Financial Planning Inc.128,433$8.98M2.9%-1.1%0.063%
8/22/2026Concurrent Investment Advisors LLC11,858$829K0.0%+6.4%0.006%
8/21/2026WorthPointe LLC87,024$6.08M1.5%+6.3%0.043%
8/21/2026Greenspring Advisors LLC90,699$6.34M0.3%-1.3%0.044%
8/21/2026Safeguard Investment Advisory Group LLC13,941$974K0.2%+11.0%0.007%
8/21/2026InTrack Investment Management Inc63,336$4.43M2.2%-3.2%0.031%
8/21/2026Beacon Financial Advisory LLC18,090$1.27M0.3%+20.6%0.009%
8/21/2026Bedel Financial Consulting Inc.90,713$6.34M0.6%+20.7%0.044%
8/21/2026Triumph Capital Management25,110$1.76M0.3%+4.4%0.012%
8/21/2026Legacy Financial Advisors Inc.25,822$1.81M0.2%+6.2%0.013%
8/20/2026Rehmann Capital Advisory Group35,172$2.46M0.1%-0.9%0.017%
8/15/2026First Bancorp Inc ME3,286$230K0.1%N/A0.002%
7/10/2026Abound Wealth Management2,303$161K0.0%-12.8%0.001%
7/10/2026JFS Wealth Advisors LLC15,335$1.07M0.1%+10.0%0.007%
7/10/2026DiNuzzo Private Wealth Inc.131,670$9.20M0.9%-1.7%0.064%
7/10/2026Peirce Capital Management LLC15,757$1.10M0.4%-13.9%0.008%
7/10/2026Fiduciary Financial Group LLC225,571$15.77M1.8%+7.1%0.110%
7/10/2026ShankerValleau Wealth Advisors Inc.209,327$14.63M3.9%-2.8%0.102%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors58,053$4.06M0.4%-0.4%0.028%
7/10/2026Wealthcare Advisory Partners LLC4,380$306K0.0%+13.3%0.002%
7/9/2026Ares Financial Consulting LLC71,147$4.97M3.5%+0.6%0.035%
7/9/2026CPA Asset Management Group LLC10,586$740K0.2%-11.4%0.005%
7/9/2026Shira Ridge Wealth Management13,004$909K0.3%-1.5%0.006%
7/9/2026Great Waters Wealth Management888,357$62.10M5.8%+4.1%0.433%
7/9/2026Sax Wealth Advisors LLC775,382$54.20M2.0%+2.4%0.378%
7/8/2026Beaird Harris Wealth Management LLC472,417$33.02M2.1%-2.6%0.231%
7/8/2026Thayer Financial L.L.C.58,801$4.11M3.7%+1.9%0.029%
7/8/20263 Factor Indexing LLC38,183$2.67M2.3%+0.5%0.019%
7/8/2026Quantum Financial Advisors LLC251,645$17.59M1.5%-0.6%0.123%
7/8/2026Strategic Investment Solutions Inc. IL141,622$9.90M2.3%+3.1%0.069%
7/8/2026White Wing Wealth Management76,449$5.34M2.8%-1.6%0.037%
7/8/2026Factor Wealth Management LTD79,675$5.57M0.8%-1.2%0.039%
7/8/2026Twin Cities Retirement Group LLC139,004$9.72M8.3%-4.4%0.068%
7/8/2026Elevation Wealth Partners LLC39,700$2.78M0.8%-2.8%0.019%
7/8/2026Apella Capital LLC2,077,701$144.09M2.0%-2.6%1.014%
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7/8/2026Evanson Financial LLC1,090,019$76.19M3.8%N/A0.532%
7/8/2026Eclectic Associates Inc. ADV369,252$25.81M2.9%+5.6%0.180%
7/7/2026Pioneer Wealth Management Group166,160$11.62M2.8%+8.1%0.081%
7/7/2026180 Wealth Advisors LLC22,008$1.54M0.2%+14.8%0.011%
7/7/2026Foster Group Inc.385,529$26.95M0.7%-2.2%0.188%
7/7/2026Dynamic Advisor Solutions LLC11,767$823K0.0%+13.6%0.006%
7/7/2026Avior 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%
7/1/2026Trust 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%


DFAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 811 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 672 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 ($5.89M), 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 27,661,371 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

Of the 319 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: Eclectic Associates Inc. ADV ($3.78M), Envestnet Asset Management Inc. ($1.38M), RW Investment Management LLC ($848.42K), Corient Private Wealth LP ($843.41K), Focus Partners Advisor Solutions LLC ($484.47K), Henrickson Nauta Wealth Advisors Inc. ($338.05K), and Mercer Global Advisors Inc. ADV ($239.20K).

Institutional investors have sold a total of 11,763,434 shares in the last 24 months. This volume of shares sold represents approximately $734.46M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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