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

Dimensional U.S. Targeted Value ETF logo
$58.62 -0.58 (-0.98%)
Closing price 09/9/2025 04:10 PM Eastern
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$58.66 +0.05 (+0.08%)
As of 09/9/2025 04:10 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 Polygon.io. 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)
461
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$582.73M
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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
9/9/2025Cambridge Financial Group LLC351,786$18.98M7.1%+6.9%0.178%
9/4/2025Osaic Holdings Inc.161,106$8.63M0.0%+36.7%0.081%
8/29/2025Centaurus Financial Inc.12,868$694K0.0%+7.0%0.006%
8/27/2025Orion Porfolio Solutions LLC67,844$3.66M0.0%+12.9%0.034%
8/26/2025Nautilus Advisors LLC10,820$584K0.4%+80.5%0.005%
8/25/2025Silverlake Wealth Management LLC7,029$379K0.1%N/A0.004%
8/19/2025Advisory Services Network LLC7,053$384K0.0%-15.6%0.004%
8/19/2025Asset Dedication LLC2,396,117$129.29M9.4%+4.0%1.203%
8/18/2025Geneos Wealth Management Inc.8,789$474K0.0%+84.4%0.004%
8/15/2025Tower Research Capital LLC TRC 8,374$452K0.0%N/A0.004%
8/15/2025FFT Wealth Management LLC3,709$202K0.0%N/A0.002%
8/15/2025Corient Private Wealth LLC2,758,756$148.86M0.2%-3.2%1.393%
8/15/2025Equitable Holdings Inc.310,008$16.73M0.1%+7.0%0.156%
8/15/2025Captrust Financial Advisors157,549$8.50M0.0%+5.4%0.080%
8/15/2025Vident Advisory LLC4,296$232K0.0%N/A0.002%
8/15/2025Visionary Wealth Advisors263,445$14.22M0.7%+4.1%0.133%
8/15/2025Two Sigma Securities LLC5,117$276K0.0%N/A0.003%
8/15/2025Seneschal Advisors LLC111,904$6.04M4.8%-0.4%0.056%
8/15/2025Smartleaf Asset Management LLC15,587$841K0.1%-1.7%0.008%
8/15/2025Orion Porfolio Solutions LLC74,661$4.03M0.0%+24.2%0.038%
8/15/2025MML Investors Services LLC464,470$25.06M0.1%-7.3%0.234%
8/15/2025Monograph Wealth Advisors LLC586,205$31.63M3.9%-25.2%0.296%
8/15/2025Modern Wealth Management LLC7,303$394K0.0%-8.0%0.004%
8/15/2025EP Wealth Advisors LLC3,270,120$176.46M1.2%+8.4%1.651%
8/15/2025Bank of America Corp DE1,198,473$64.67M0.0%+8.3%0.605%
8/15/2025Ameriprise Financial Inc.39,889$2.15M0.0%+217.2%0.020%
8/15/2025AQR Capital Management LLC156,852$8.46M0.0%+25.5%0.079%
8/14/2025NCM Capital Management LLC11,630$628K0.3%-1.7%0.006%
8/14/2025Raymond James Financial Inc.1,553,224$83.81M0.0%+10.0%0.784%
8/14/2025Betterment LLC342,966$18.51M0.0%+10.8%0.173%
8/14/2025Quantinno Capital Management LP52,626$2.84M0.0%+200.3%0.027%
8/14/2025Diversify Advisory Services LLC9,370$526K0.0%-16.6%0.005%
8/14/2025Main Street Financial Solutions LLC41,952$2.26M0.2%+1.4%0.021%
8/14/2025Sei Investments Co.13,020$703K0.0%N/A0.007%
8/14/2025NewEdge Advisors LLC99,098$5.35M0.0%+1.4%0.050%
8/14/2025Hurley Capital LLC3,667$198K0.1%-43.1%0.002%
8/14/2025Crestmont Private Wealth LLC186,623$10.07M3.6%-0.2%0.094%
8/14/2025Vertex Planning Partners LLC4,602$248K0.1%+15.9%0.002%
8/14/2025Cary Street Partners Financial LLC15,732$849K0.0%+56.4%0.008%
8/14/2025Cerity Partners LLC1,100,761$60.04M0.1%+59.4%0.556%
8/13/2025Vance Wealth LLC155,872$8.41M2.8%+10.5%0.079%
8/13/2025SageView Advisory Group LLC14,362$806K0.0%-24.2%0.007%
8/13/2025Cresset Asset Management LLC53,985$2.91M0.0%+18.1%0.027%
8/13/2025M Holdings Securities Inc.104,684$5.65M1.0%N/A0.053%
8/13/2025Annandale Capital LLC104,970$5.66M0.4%+11.0%0.053%
8/13/2025Baird Financial Group Inc.118,391$6.39M0.0%-65.4%0.060%
8/13/2025Parkworth Wealth Management Inc.81,620$4.40M3.2%-0.3%0.041%
8/13/2025EverSource Wealth Advisors LLC68,843$3.72M0.2%+25.1%0.035%
8/13/2025Grove Street Fiduciary LLC40,677$2.20M1.1%-1.4%0.021%
8/13/2025ARK & TLK Investments LLC44,801$2.42M0.8%-6.7%0.023%
8/13/2025Lido Advisors LLC11,637$628K0.0%+29.7%0.006%
8/13/2025Tobias Financial Advisors Inc.26,024$1.40M0.2%-2.6%0.013%
8/13/2025Legacy Capital Wealth Partners LLC14,222$767K0.2%N/A0.007%
8/13/2025Measured Wealth Private Client Group LLC21,846$1.18M0.4%-11.5%0.011%
8/13/2025Northwestern Mutual Wealth Management Co.141,448$7.63M0.0%+24.1%0.071%
8/13/2025Choreo LLC374,816$20.23M0.3%-12.7%0.189%
8/12/2025Steward Partners Investment Advisory LLC26,711$1.44M0.0%-26.1%0.013%
8/12/2025Burk Holdings LLC73,172$3.95M2.5%N/A0.037%
8/12/2025CreativeOne Wealth LLC8,512$459K0.0%-9.2%0.004%
8/12/2025Hill Investment Group Partners LLC71,803$3.87M0.5%-5.9%0.036%
8/12/2025Global Retirement Partners LLC4,593$248K0.0%N/A0.002%
8/12/2025Vawter Financial Ltd.6,451$348K3.9%-95.9%0.003%
8/12/2025Legacy Financial Group Inc.161,076$8.69M2.6%+0.2%0.081%
8/12/2025AlphaCore Capital LLC8,182$442K0.0%+231.9%0.004%
8/12/2025Watchman Group Inc.437,580$23.61M6.2%+2.0%0.221%
8/12/2025MAI Capital Management83,431$4.50M0.0%-18.8%0.042%
8/12/2025JPMorgan Chase & Co.536,252$28.94M0.0%+5.7%0.271%
8/12/2025Lodestone Wealth Management LLC16,942$914K0.4%+2.2%0.009%
8/12/2025BWM Planning LLC115,578$6.24M2.1%-38.5%0.058%
8/12/2025Lionshead Wealth Management LLC45,620$2.46M2.3%-53.3%0.023%
8/11/2025Diversified Portfolios Inc.72,521$3.91M0.4%-0.9%0.036%
8/11/2025Root Financial Partners LLC28,361$1.53M0.1%+24.2%0.014%
8/11/2025Mosaic Family Wealth Partners LLC472,943$25.52M3.3%+3.2%0.237%
8/11/2025Foundation Wealth Management LLC PA26,388$1.42M0.6%-5.1%0.013%
8/11/2025Babb Wealth Advisors LLC358,514$19.35M14.3%+4.5%0.180%
8/8/2025Tortoise Investment Management LLC1,550$84K0.0%-36.8%0.001%
8/8/2025Rockefeller Capital Management L.P.17,528$946K0.0%-4.7%0.009%
8/8/2025Pinney & Scofield Inc.184,480$9.96M6.7%-0.6%0.093%
8/8/2025Citizens Financial Group Inc. RI5,549$299K0.0%+4.7%0.003%
8/8/2025Avantax Advisory Services Inc.53,430$2.88M0.0%+4.6%0.027%
8/8/2025Thoroughbred Financial Services LLC5,906$318K0.0%-32.0%0.003%
8/8/2025Cetera Investment Advisers506,498$27.33M0.0%+33.7%0.254%
8/8/2025Creative Planning14,095,721$760.61M0.6%+1.1%7.075%
8/8/2025Altiora Financial Group LLC243,145$13.12M2.6%+1.5%0.122%
8/8/2025Truepoint Inc.1,535,250$82.84M2.1%+5.1%0.771%
8/8/2025Glassman Wealth Services2,054$111K0.0%-19.0%0.001%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC59,841$3.23M0.7%+1.4%0.030%
8/8/2025D Orazio & Associates Inc.4,483$242K0.0%-9.2%0.002%
8/8/2025Better Money Decisions LLC187,289$10.11M6.1%+5.3%0.094%
8/8/2025PNC Financial Services Group Inc.29,774$1.61M0.0%+2.6%0.015%
8/7/2025Cascade Financial Partners LLC35,159$1.90M0.2%-8.8%0.018%
8/7/2025New England Private Wealth Advisors LLC180,090$9.89M1.4%-32.6%0.090%
8/7/2025CENTRAL TRUST Co11,140$601K0.0%+525.1%0.006%
8/7/2025Montag A & Associates Inc.8,103$437K0.0%-72.9%0.004%
8/7/2025Timonier Family Office LTD.144,360$7.79M2.9%-4.0%0.072%
8/7/2025Allworth Financial LP926,004$49.97M0.2%+13.9%0.465%
8/7/2025Addison Advisors LLC29,516$1.59M0.4%-12.4%0.015%
8/7/2025Tillman Hartley LLC353,917$19.10M5.3%-9.7%0.178%
8/7/2025TFO Wealth Partners LLC382,974$20.67M3.6%+6.6%0.192%
8/7/2025Midwest Trust Co39,103$2.11M0.0%N/A0.020%
(Data available from 1/1/2016 forward)

DFAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAT shares?

During the previous two years, 728 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($760.61M), Focus Partners Wealth ($668.60M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($504.72M), Index Fund Advisors Inc. ($333.01M), Savant Capital LLC ($266.84M), and Focus Partners Advisor Solutions LLC ($262.24M).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 610 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: Pure Financial Advisors LLC ($3.26M), EP Wealth Advisors LLC ($2.19M), Elser Financial Planning Inc ($1.96M), Trust Co of the South ($1.93M), Modera Wealth Management LLC ($1.77M), Forum Financial Management LP ($1.64M), and Raymond James Financial Inc. ($1.55M).

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

Institutional investors have bought a total of 30,674,744 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

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

Of the 350 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: Index Fund Advisors Inc. ($1.34M), Mercer Global Advisors Inc. ADV ($744.67K), MBB Public Markets I LLC ($641.73K), Symmetry Partners LLC ($534.82K), Hill Investment Group Partners LLC ($500.32K), Forvis Mazars Wealth Advisors LLC ($252.40K), and Simplicity Wealth LLC ($251.98K).

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

Institutional investors have sold a total of 10,840,033 shares in the last 24 months. This volume of shares sold represents approximately $582.73M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 9/10/2025 by MarketBeat.com Staff
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