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

$58.10 +0.73 (+1.27%)
As of 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)
330
Total
Institutional Inflows
(last 12 months)
$985.18M
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$359.67M
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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
1/21/2025CFS Investment Advisory Services LLC91,027$5.07M0.5%-3.6%0.049%
1/21/2025Dynamic Advisor Solutions LLC15,096$840K0.0%-1.3%0.008%
1/21/2025Fifth Third Bancorp11,889$662K0.0%-27.9%0.006%
1/21/2025Eclectic Associates Inc. ADV33,300$1.85M0.5%+190.1%0.018%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,660$92K0.0%+95.3%0.001%
1/21/2025Disciplined Equity Management Inc.332,628$18.51M12.0%-1.7%0.180%
1/21/2025RFG Advisory LLC135,794$7.56M0.2%+8.3%0.073%
1/21/2025McGlone Suttner Wealth Management Inc.10,183$567K0.1%N/A0.006%
1/21/2025Brighton Jones LLC20,802$1.16M0.0%+22.3%0.011%
1/17/2025 Mutual Advisors LLC36,835$2.10M0.1%+2.6%0.020%
1/17/2025 True North Advisors LLC28,257$1.57M0.4%N/A0.015%
1/17/2025 Kraft Asset Management LLC466,135$26.59M20.5%-1.3%0.252%
1/17/2025 Paragon Financial Partners Inc.5,082$283K0.2%-50.0%0.003%
1/17/2025 Global Trust Asset Management LLC10,333$575K0.2%-2.0%0.006%
1/17/2025 Capstone Wealth Management LLC208,336$11.60M11.3%N/A0.113%
1/17/2025 Atomi Financial Group Inc.14,384$801K0.0%N/A0.008%
1/17/2025 Great Waters Wealth Management699,696$38.95M5.0%+14.7%0.378%
1/16/2025 Aspiriant LLC173,061$9.63M0.3%+0.8%0.093%
1/16/2025 Lam Group Inc.31,498$1.75M1.3%-0.8%0.017%
1/16/2025 Pure Financial Advisors LLC4,016,863$223.58M5.1%+12.9%2.170%
1/16/2025 Abacus Wealth Partners LLC1,322,095$73.59M11.0%+11.1%0.714%
1/16/2025 Zhang Financial LLC22,448$1.25M0.1%-5.9%0.012%
1/16/2025 Meritas Wealth Management LLC444,733$24.75M14.9%-3.7%0.240%
1/16/2025 BlueSky Wealth Advisors LLC278,459$15.50M2.4%+1.3%0.150%
1/16/2025 M.E. Allison & CO. Inc.7,050$392K0.4%N/A0.004%
1/16/2025 Diversify Advisory Services LLC11,231$614K0.0%-30.7%0.006%
1/16/2025 Evanson Asset Management LLC1,107,372$61.64M4.3%-0.4%0.598%
1/16/2025 Bayshore Asset Management LLC825,030$45.92M21.1%-0.9%0.446%
1/15/2025 Helen Stephens Group LLC317,735$17.69M5.2%+8,003.4%0.172%
1/15/2025 Sax Wealth Advisors LLC878,023$48.87M3.8%-1.9%0.474%
1/15/2025 Andrews Lucia Wealth Management LLC259,327$14.43M9.7%-0.2%0.140%
1/15/2025 Wealthcare Advisory Partners LLC14,802$824K0.0%-30.8%0.008%
1/15/2025 RF&L Wealth Management LLC294,438$16.39M11.6%+0.4%0.159%
1/15/2025 Procyon Advisors LLC4,638$258K0.0%-8.4%0.003%
1/15/2025 Great Oak Capital Partners LLC1,213,060$66.99M22.4%+0.7%0.655%
1/15/2025 Total Wealth Planning LLC65,647$3.65M0.6%-2.0%0.035%
1/15/2025 Certified Advisory Corp44,584$2.48M0.3%+5.6%0.024%
1/15/2025 Harbor Group Inc.4,147$231K0.1%-6.8%0.002%
1/14/2025 Websterrogers Financial Advisors LLC27,472$1.53M0.5%-3.2%0.015%
1/14/2025 Apella Capital LLC1,677,344$93.36M3.6%-4.4%0.906%
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1/14/2025 Park Avenue Securities LLC121,479$6.76M0.1%+10.8%0.066%
1/14/2025 Safeguard Financial LLC7,593$423K0.1%N/A0.004%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.247,683$13.79M5.6%+6.6%0.134%
1/14/2025 Fiduciary Financial Group LLC176,927$9.67M2.1%+0.4%0.096%
1/14/2025 Quantum Financial Advisors LLC297,456$16.56M2.3%-4.1%0.161%
1/14/2025 180 Wealth Advisors LLC12,072$672K0.1%+30.9%0.007%
1/14/2025 Shira Ridge Wealth Management61,086$3.40M1.7%-8.1%0.033%
1/13/2025 AdvisorNet Financial Inc3,763$209K0.0%-12.8%0.002%
1/13/2025 Conrad Siegel Investment Advisors Inc.391,208$21.78M5.9%+0.8%0.211%
1/13/2025 Forza Wealth Management LLC11,435$636K0.3%+19.3%0.006%
1/13/2025 Wedmont Private Capital11,624$635K0.0%+25.5%0.006%
1/13/2025 City State Bank92,724$5.16M1.8%+5.8%0.050%
1/10/2025 Avondale Wealth Management143,178$7.97M5.1%+8.0%0.077%
1/10/2025 Fortitude Family Office LLC65,497$3.65M1.3%+27.1%0.035%
1/7/2025 Strathmore Capital Advisors Inc.32,593$1.81M1.3%N/A0.018%
1/7/2025 Rise Advisors LLC158,034$8.80M4.2%-0.6%0.085%
1/6/2025 ShankerValleau Wealth Advisors Inc.186,099$10.36M3.3%-4.0%0.101%
1/6/2025 Kings Path Partners LLC102,385$5.70M2.4%+9.7%0.055%
1/3/2025 Versant Capital Management Inc28,159$1.57M0.3%-1.1%0.015%
1/2/2025 Peirce Capital Management LLC19,567$1.09M0.6%-2.4%0.011%
1/2/2025 Trust Co of the South1,807,844$100.62M20.5%-1.1%0.977%
12/26/2024JPMorgan Chase & Co.259,750$14.45M0.0%+13.2%0.140%
12/2/2024Beaird Harris Wealth Management LLC505,664$28.13M2.5%-2.0%0.273%
11/25/2024Wilmington Savings Fund Society FSB9,308$518K0.0%+72.4%0.005%
11/25/2024Sanctuary Advisors LLC31,321$1.89M0.0%+2.8%0.017%
11/18/2024Rehmann Capital Advisory Group33,278$1.85M0.1%+3.0%0.018%
11/18/2024Hobbs Group Advisors LLC1,968$109K0.0%N/A0.001%
11/15/2024Abel Hall LLC36,741$2.04M1.3%-5.0%0.020%
11/15/2024Glass Jacobson Investment Advisors llc36,857$2.05M0.7%-2.7%0.020%
11/15/2024MML Investors Services LLC337,187$18.76M0.1%+3.2%0.182%
11/15/2024Legacy Investment Solutions LLC784$46K0.0%N/A0.000%
11/15/2024Orion Portfolio Solutions LLC57,010$3.17M0.1%+6.7%0.031%
11/15/2024EP Wealth Advisors LLC1,848,655$102.84M0.9%+18.5%0.999%
11/15/2024Jane Street Group LLC4,976$277K0.0%-86.2%0.003%
11/15/2024Stifel Financial Corp114,950$6.40M0.0%+1.1%0.062%
11/15/2024SageView Advisory Group LLC6,858$382K0.0%-30.8%0.004%
11/15/2024Quantinno Capital Management LP14,518$808K0.0%N/A0.008%
11/15/2024Investmark Advisory Group LLC39,416$2.19M1.1%+1.3%0.021%
11/15/2024HighTower Advisors LLC2,043,021$113.65M0.2%-0.9%1.104%
11/15/2024Hill Investment Group Partners LLC638,280$32.82M4.5%+0.3%0.345%
11/15/2024Hilltop Holdings Inc.5,229$291K0.0%-12.2%0.003%
11/15/2024True Wealth Design LLC64,783$3.60M1.4%-1.0%0.035%
11/14/2024Captrust Financial Advisors129,908$7.23M0.0%-0.7%0.070%
11/14/2024Rockefeller Capital Management L.P.16,465$916K0.0%+9.7%0.009%
11/14/2024Financial Counselors Inc.35,541$1.98M0.0%+0.9%0.019%
11/14/2024BBR Partners LLC78,910$4.39M0.3%-16.4%0.043%
11/13/2024WorthPointe LLC49,236$2.74M1.2%+1.0%0.027%
11/13/2024Freedom Investment Management Inc.58,685$3.27M0.3%-0.8%0.032%
11/13/2024RS Crum Inc.295,752$16.45M3.9%+0.7%0.160%
11/13/2024Townsquare Capital LLC37,730$2.10M0.0%-7.4%0.020%
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11/13/2024Carlson Capital Management103,121$5.74M0.2%+13.2%0.056%
11/13/2024FMR LLC20,950$1.17M0.0%+12.6%0.011%
11/13/2024D.A. Davidson & CO.121,015$6.73M0.1%+2.4%0.065%
11/13/2024Private Trust Co. NA7,032$391K0.0%+8.7%0.004%
11/13/2024Truvestments Capital LLC725$40K0.0%N/A0.000%
11/13/2024Fisher Asset Management LLC6,221$346K0.0%-11.6%0.003%
11/12/2024Summit Trail Advisors LLC17,382$967K0.0%+24.5%0.009%
11/12/2024Centaurus Financial Inc.10,452$581K0.0%+7.9%0.006%
11/12/2024Larson Financial Group LLC364,285$20.27M1.1%-5.0%0.197%
11/12/2024Truepoint Inc.1,485,616$82.65M2.2%-0.6%0.803%
(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, 593 institutional investors and hedge funds held shares of Dimensional U.S. Targeted Value ETF. The most heavily invested institutionals were Creative Planning ($786.82M), Buckingham Strategic Wealth LLC ($664.34M), Forum Financial Management LP ($488.62M), Index Fund Advisors Inc. ($409.97M), Savant Capital LLC ($251.41M), Pure Financial Advisors LLC ($223.58M), and Corient Private Wealth LLC ($143.84M).Learn more on DFAT's institutional investors.

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

Of the 494 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: Creative Planning ($5.75M), Forum Financial Management LP ($3.65M), Pure Financial Advisors LLC ($3.25M), Savant Capital LLC ($2.12M), Modera Wealth Management LLC ($2.07M), Trust Co of the South ($1.91M), 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 53,216,194 shares in the last 24 months. This purchase volume represents approximately $2.57B in transactions.

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

Of the 347 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: Envestnet Asset Management Inc. ($871.48K), Index Fund Advisors Inc. ($843.00K), Carlson Capital Management ($792.05K), Forum Financial Management LP ($539.37K), Symmetry Partners LLC ($536.68K), Modera Wealth Management LLC ($383.22K), and Buckingham Strategic Partners LLC ($325.02K).

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

Institutional investors have sold a total of 11,914,581 shares in the last 24 months. This volume of shares sold represents approximately $598.36M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 1/21/2025 by MarketBeat.com Staff
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