Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy DFAT Stock  Free DFAT Stock Alerts

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

Dimensional U.S. Targeted Value ETF logo
$47.20 +0.42 (+0.90%)
As of 04/14/2025 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)
395
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$393.56M
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.

Skip Chart & View Institutional Buying and Selling Data

DFAT Institutional Buying and Selling by Quarter

Remove Ads

Dimensional U.S. Targeted Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Henrickson Nauta Wealth Advisors Inc.270,781$13.94M5.6%+9.3%0.137%
4/14/2025Farther Finance Advisors LLC122,889$6.35M0.2%+61.5%0.062%
4/14/2025Great Waters Wealth Management669,674$34.48M4.8%-4.3%0.340%
4/14/2025Disciplined Equity Management Inc.336,131$17.31M12.0%+1.1%0.171%
4/14/2025Park Avenue Securities LLC140,027$7.21M0.1%+15.3%0.071%
4/14/2025Wedmont Private Capital7,916$408K0.0%-31.9%0.004%
4/11/2025 Strategent Financial LLC39,021$2.01M1.8%+13.9%0.020%
4/11/2025 OLIO Financial Planning180,443$9.29M3.2%+9.2%0.092%
4/11/2025 City State Bank107,600$5.54M1.8%+16.0%0.055%
4/11/2025 Disciplined Investments LLC138,599$7.14M3.3%+13.8%0.070%
4/11/2025 Foster Group Inc.465,020$23.94M0.9%-0.5%0.236%
4/10/2025 Eclectic Associates Inc. ADV70,777$3.64M1.0%+112.5%0.036%
4/10/2025 Better Money Decisions LLC177,859$9.16M6.1%+0.9%0.090%
4/10/2025 McGrath & Associates Inc.18,140$934K1.7%+2.7%0.009%
4/10/2025 Watershed Private Wealth LLC111,995$5.77M2.3%+6.9%0.057%
4/10/2025 Apella Capital LLC1,637,566$79.62M2.7%-2.4%0.831%
4/10/2025 Level Financial Advisors72,033$3.71M1.3%-0.7%0.037%
4/10/2025 CGN Advisors LLC5,661$291K0.0%N/A0.003%
4/10/2025 Crestmont Private Wealth LLC186,908$9.62M4.2%N/A0.095%
4/10/2025 Rialto Wealth Management LLC6,004$309K0.1%-10.3%0.003%
4/10/2025 Juncture Wealth Strategies LLC194,531$10.02M3.9%+0.3%0.099%
4/9/2025 RFG Advisory LLC53,274$2.74M0.1%-60.8%0.027%
4/9/2025 McLean Asset Management Corp261,178$13.45M4.0%+5.9%0.132%
4/9/2025 Merit Financial Group LLC17,292$890K0.0%N/A0.009%
4/9/2025 Elevation Wealth Partners LLC46,657$2.40M1.0%+11.5%0.024%
4/9/2025 Pioneer Wealth Management Group118,860$6.12M2.6%N/A0.060%
4/9/2025 Websterrogers Financial Advisors LLC24,818$1.28M0.4%-9.7%0.013%
4/9/2025 Quantum Financial Advisors LLC299,372$15.42M2.3%+0.6%0.152%
4/9/2025 180 Wealth Advisors LLC11,778$606K0.1%-2.4%0.006%
4/8/2025 Conrad Siegel Investment Advisors Inc.399,562$20.57M5.3%+2.1%0.203%
4/8/2025 Weinberger Asset Management Inc57,640$2.97M1.3%+5.2%0.029%
4/8/2025 Avondale Wealth Management161,729$8.33M5.2%+13.0%0.082%
4/8/2025 Shearwater Capital LLC83,460$4.30M3.1%-1.1%0.042%
4/8/2025 IFG Advisors LLC26,044$1.34M0.3%-2.6%0.013%
4/7/2025 AdvisorNet Financial Inc3,984$205K0.0%+5.9%0.002%
4/7/2025 Efficient Frontier Advisors LLC500,077$25.75M16.8%+0.4%0.254%
4/4/2025 Kings Path Partners LLC119,858$6.17M3.0%+17.1%0.061%
4/3/2025 Collective Family Office LLC6,058$312K0.1%+7.1%0.003%
4/2/2025 Marcum Wealth LLC37,670$1.94M0.2%-1.8%0.019%
4/1/2025 Trust Co of the South1,775,076$91.40M19.1%-1.8%0.910%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
3/24/2025Avant Financial Advisors LLC41,154$2.29M2.1%N/A0.021%
3/17/2025Wealth Enhancement Advisory Services LLC2,271,842$126.45M0.2%-3.3%1.161%
3/12/2025Centaurus Financial Inc.10,908$607K0.0%+4.4%0.006%
3/7/2025Aegis Wealth Management LLC53,624$2.99M2.0%N/A0.027%
3/7/2025Bannerman Wealth Management Group LLC15,068$839K0.7%N/A0.008%
3/6/2025Wood Tarver Financial Group LLC1,707$94K0.0%N/A0.001%
3/6/2025AG Asset Advisory LLC38,721$2.16M2.1%N/A0.020%
3/5/2025Berkeley Inc31,929$1.78M0.9%-55.9%0.016%
3/3/2025American Investment Services Inc.161,049$8.96M1.6%-1.5%0.082%
2/28/2025Brooklyn FI LLC156,736$8.97M1.5%N/A0.085%
2/27/2025XY Planning Network Inc.45,660$2.54M1.9%N/A0.025%
2/21/2025Vermillion Wealth Management Inc.11,747$654K0.3%N/A0.006%
2/20/2025Forum Financial Management LP8,944,962$497.88M8.2%+1.8%4.833%
2/20/2025Wealth Management Strategies Inc.10,224$569K0.4%N/A0.006%
2/19/2025Pinney & Scofield Inc.186,301$10.37M8.0%N/A0.101%
2/18/2025McMill Wealth Management265,023$14.75M6.0%N/A0.143%
2/18/2025Investmark Advisory Group LLC41,042$2.28M1.1%+4.1%0.022%
2/18/2025Legacy Financial Group Inc.162,868$9.07M2.9%-2.9%0.088%
2/18/2025Mosaic Family Wealth Partners LLC429,167$23.89M3.4%+4.4%0.232%
2/18/2025Monograph Wealth Advisors LLC805,074$44.81M5.9%-0.5%0.435%
2/18/2025Focus Partners Advisor Solutions LLC4,820,280$268.30M4.5%+34.4%2.604%
2/17/2025Vance Wealth LLC10,474$583K0.2%-20.1%0.006%
2/17/2025Vestment Financial LLC73,145$4.05M3.1%N/A0.040%
2/17/2025Visionary Wealth Advisors249,009$13.86M0.8%+5.5%0.135%
2/17/2025Two Sigma Investments LP110,900$6.17M0.0%+296.1%0.060%
2/17/2025True Wealth Design LLC57,793$3.22M1.2%-10.8%0.031%
2/17/2025Triune Financial Partners LLC329,400$18.33M5.8%+1.4%0.178%
2/17/2025Studio Investment Management LLC28,478$1.59M0.3%+29.9%0.015%
2/17/2025Safeguard Investment Advisory Group LLC18,765$1.04M0.3%-6.5%0.010%
2/17/2025Quantinno Capital Management LP16,751$932K0.0%+15.4%0.009%
2/17/2025Pathstone Holdings LLC415,145$23.11M0.1%-2.0%0.224%
2/17/2025Lionshead Wealth Management LLC129,199$7.19M5.2%N/A0.070%
2/17/2025Graver Capital Management LLC188,141$10.47M10.9%N/A0.102%
2/17/2025Focus Partners Wealth12,187,921$678.39M1.8%-0.3%6.585%
2/17/2025EP Wealth Advisors LLC2,231,308$124.20M1.0%+20.7%1.205%
2/17/2025Colonial Trust Co SC3,988$222K0.0%+211.8%0.002%
2/17/2025Cresset Asset Management LLC51,003$2.84M0.0%-25.1%0.028%
2/17/2025Cetera Investment Advisers421,974$23.49M0.0%+6.9%0.228%
2/17/2025Cardiff Park Advisors LLC362,607$20.18M1.9%+0.2%0.196%
2/17/2025Cary Street Partners Financial LLC7,708$429K0.0%N/A0.004%
2/17/2025Baird Financial Group Inc.345,711$19.24M0.0%-4.0%0.187%
2/17/2025Bank of America Corp DE963,598$53.63M0.0%+4.5%0.521%
2/17/2025BIP Wealth LLC3,687$205K0.0%N/A0.002%
2/17/2025Ameriprise Financial Inc.8,315$463K0.0%+66.4%0.004%
2/17/2025Aptus Capital Advisors LLC11,786$656K0.0%+7.4%0.006%
2/17/2025Acorn Financial Advisory Services Inc. ADV5,741$320K0.1%-10.2%0.003%
2/14/2025Mercer Global Advisors Inc. ADV1,506,346$83.84M0.2%-33.1%0.814%
2/14/2025Keel Point LLC27,815$1.55M0.1%-35.2%0.015%
2/14/2025Jane Street Group LLC31,884$1.78M0.0%+540.8%0.017%
2/14/2025Rehmann Capital Advisory Group34,098$1.90M0.1%+2.5%0.018%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/14/2025Navigoe LLC231,843$12.90M12.6%N/A0.125%
2/14/2025AQR Capital Management LLC74,234$4.13M0.0%+6.1%0.040%
2/14/2025Lido Advisors LLC10,695$595K0.0%+3.2%0.006%
2/14/2025Northern Trust Corp29,805$1.66M0.0%-1.2%0.016%
2/14/2025Bellwether Advisors LLC1,206$67K0.0%N/A0.001%
2/14/2025Parkshore Wealth Management Inc.95,019$5.29M3.2%N/A0.051%
2/14/2025Long Island Wealth Management Inc.26,445$1.47M0.9%-29.9%0.014%
2/14/2025Beacon Pointe Advisors LLC196,129$10.92M0.1%-6.4%0.106%
2/14/2025Marshall & Sterling Wealth Advisors Inc.1,233$69K0.0%N/A0.001%
2/14/2025Betterment LLC262,780$14.63M0.0%+5.6%0.142%
(Data available from 1/1/2016 forward)

Remove Ads

DFAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAT shares?

During the previous two years, 690 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($786.82M), Focus Partners Wealth ($678.39M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($497.88M), Index Fund Advisors Inc. ($400.55M), Savant Capital LLC ($285.67M), and Focus Partners Advisor Solutions LLC ($268.30M).Learn more on DFAT's institutional investors.

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

Of the 569 institutional investors that purchased Dimensional U.S. Targeted Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($3.70M), Pure Financial Advisors LLC ($3.01M), Savant Capital LLC ($2.12M), Creative Planning ($2.00M), Trust Co of the South ($1.91M), Modera Wealth Management LLC ($1.77M), and Apella Capital LLC ($1.75M).

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

Institutional investors have bought a total of 56,359,405 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

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

Of the 377 institutional investors that sold Dimensional U.S. Targeted Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($993.45K), Envestnet Asset Management Inc. ($986.49K), Index Fund Advisors Inc. ($812.44K), Carlson Capital Management ($725.99K), Forum Financial Management LP ($539.37K), Symmetry Partners LLC ($536.68K), and Modera Wealth Management LLC ($418.21K).

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

Institutional investors have sold a total of 13,388,251 shares in the last 24 months. This volume of shares sold represents approximately $690.73M in transactions.


Related Companies

This page (NYSEARCA:DFAT) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored