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

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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)
391
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$429.45M
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DFAT Institutional Buying and Selling by Quarter

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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
3/24/2025Avant Financial Advisors LLC41,154$2.29M2.1%N/A0.021%
3/17/2025 Wealth Enhancement Advisory Services LLC2,271,842$126.45M0.2%-3.3%1.161%
3/12/2025 Centaurus Financial Inc.10,908$607K0.0%+4.4%0.006%
3/7/2025 Aegis Wealth Management LLC53,624$2.99M2.0%N/A0.027%
3/7/2025 Bannerman Wealth Management Group LLC15,068$839K0.7%N/A0.008%
3/6/2025 Wood Tarver Financial Group LLC1,707$94K0.0%N/A0.001%
3/6/2025 AG Asset Advisory LLC38,721$2.16M2.1%N/A0.020%
3/5/2025 Berkeley Inc31,929$1.78M0.9%-11.9%0.016%
3/3/2025 American Investment Services Inc.161,049$8.96M1.6%-1.5%0.082%
2/28/2025 Brooklyn FI LLC156,736$8.97M1.5%N/A0.085%
2/27/2025 XY Planning Network Inc.45,660$2.54M1.9%N/A0.025%
2/21/2025 Vermillion Wealth Management Inc.11,747$654K0.3%N/A0.006%
2/20/2025 Forum Financial Management LP8,944,962$497.88M8.2%+1.8%4.833%
2/20/2025 Wealth Management Strategies Inc.10,224$569K0.4%N/A0.006%
2/19/2025 Pinney & Scofield Inc.186,301$10.37M8.0%N/A0.101%
2/18/2025 McMill Wealth Management265,023$14.75M6.0%N/A0.143%
2/18/2025 Investmark Advisory Group LLC41,042$2.28M1.1%+4.1%0.022%
2/18/2025 Legacy Financial Group Inc.162,868$9.07M2.9%-2.9%0.088%
2/18/2025 Mosaic Family Wealth Partners LLC429,167$23.89M3.4%+4.4%0.232%
2/18/2025 Monograph Wealth Advisors LLC805,074$44.81M5.9%-0.5%0.435%
2/18/2025 Focus Partners Advisor Solutions LLC4,820,280$268.30M4.5%+34.4%2.604%
2/17/2025 Vance Wealth LLC10,474$583K0.2%-20.1%0.006%
2/17/2025 Vestment Financial LLC73,145$4.05M3.1%N/A0.040%
2/17/2025 Visionary Wealth Advisors249,009$13.86M0.8%+5.5%0.135%
2/17/2025 Two Sigma Investments LP110,900$6.17M0.0%+296.1%0.060%
2/17/2025 True Wealth Design LLC57,793$3.22M1.2%-10.8%0.031%
2/17/2025 Triune Financial Partners LLC329,400$18.33M5.8%+1.4%0.178%
2/17/2025 Studio Investment Management LLC28,478$1.59M0.3%+29.9%0.015%
2/17/2025 Safeguard Investment Advisory Group LLC18,765$1.04M0.3%-6.5%0.010%
2/17/2025 Quantinno Capital Management LP16,751$932K0.0%+15.4%0.009%
2/17/2025 Pathstone Holdings LLC415,145$23.11M0.1%-2.0%0.224%
2/17/2025 Lionshead Wealth Management LLC129,199$7.19M5.2%N/A0.070%
2/17/2025 Graver Capital Management LLC188,141$10.47M10.9%N/A0.102%
2/17/2025 Focus Partners Wealth12,187,921$678.39M1.8%-0.3%6.585%
2/17/2025 EP Wealth Advisors LLC2,231,308$124.20M1.0%+20.7%1.205%
2/17/2025 Colonial Trust Co SC3,988$222K0.0%+211.8%0.002%
2/17/2025 Cresset Asset Management LLC51,003$2.84M0.0%-25.1%0.028%
2/17/2025 Cetera Investment Advisers421,974$23.49M0.0%+6.9%0.228%
2/17/2025 Cardiff Park Advisors LLC362,607$20.18M1.9%+0.2%0.196%
2/17/2025 Cary Street Partners Financial LLC7,708$429K0.0%N/A0.004%
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2/17/2025 Baird Financial Group Inc.345,711$19.24M0.0%-4.0%0.187%
2/17/2025 Bank of America Corp DE963,598$53.63M0.0%+4.5%0.521%
2/17/2025 BIP Wealth LLC3,687$205K0.0%N/A0.002%
2/17/2025 Ameriprise Financial Inc.8,315$463K0.0%+66.4%0.004%
2/17/2025 Aptus Capital Advisors LLC11,786$656K0.0%+7.4%0.006%
2/17/2025 Acorn Financial Advisory Services Inc. ADV5,741$320K0.1%-10.2%0.003%
2/14/2025 Mercer Global Advisors Inc. ADV1,506,346$83.84M0.2%-33.1%0.814%
2/14/2025 Keel Point LLC27,815$1.55M0.1%-35.2%0.015%
2/14/2025 Jane Street Group LLC31,884$1.78M0.0%+540.8%0.017%
2/14/2025 Rehmann Capital Advisory Group34,098$1.90M0.1%+2.5%0.018%
2/14/2025 Navigoe LLC231,843$12.90M12.6%N/A0.125%
2/14/2025 AQR Capital Management LLC74,234$4.13M0.0%+6.1%0.040%
2/14/2025 Lido Advisors LLC10,695$595K0.0%+3.2%0.006%
2/14/2025 Northern Trust Corp29,805$1.66M0.0%-1.2%0.016%
2/14/2025 Bellwether Advisors LLC1,206$67K0.0%N/A0.001%
2/14/2025 Parkshore Wealth Management Inc.95,019$5.29M3.2%N/A0.051%
2/14/2025 Long Island Wealth Management Inc.26,445$1.47M0.9%-29.9%0.014%
2/14/2025 Beacon Pointe Advisors LLC196,129$10.92M0.1%-6.4%0.106%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.1,233$69K0.0%N/A0.001%
2/14/2025 Betterment LLC262,780$14.63M0.0%+5.6%0.142%
2/14/2025 Berger Financial Group Inc17,672$984K0.1%N/A0.010%
2/14/2025 Integrated Wealth Concepts LLC29,326$1.63M0.0%+6.6%0.016%
2/14/2025 Stifel Financial Corp110,728$6.16M0.0%-3.7%0.060%
2/14/2025 OneDigital Investment Advisors LLC80,630$4.49M0.1%-4.3%0.044%
2/14/2025 WPWealth LLP487,367$27.13M5.5%+4.6%0.263%
2/14/2025 Transce3nd LLC2,319$131K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC343,272$19.11M0.1%+1.8%0.185%
2/14/2025 BOS Asset Management LLC22,454$1.25M0.4%+4.6%0.012%
2/14/2025 Curi RMB Capital LLC26,011$1.45M0.0%-7.9%0.014%
2/14/2025 Forum Financial Management LP8,810,690$490.40M8.3%+0.3%4.760%
2/14/2025 Freedom Investment Management Inc.59,206$3.30M0.3%+0.9%0.032%
2/14/2025 Bridge Generations Wealth Management LLC377,625$21.02M13.9%N/A0.204%
2/14/2025 Capital Group Private Client Services Inc.8,907$496K0.0%N/A0.005%
2/13/2025 Tobias Financial Advisors Inc.26,950$1.50M0.3%-1.7%0.015%
2/13/2025 Strategic Investment Solutions Inc. IL250,969$13.36M4.3%-1.5%0.136%
2/13/2025 NewEdge Advisors LLC97,848$5.45M0.0%+3.7%0.053%
2/13/2025 Rather & Kittrell Inc.126,905$7.06M1.7%-2.4%0.069%
2/13/2025 Main Street Financial Solutions LLC39,300$2.19M0.2%+3.6%0.021%
2/13/2025 Master S Wealth Management Inc.284,478$15.83M8.5%N/A0.154%
2/13/2025 United Capital Financial Advisors LLC14,570$811K0.0%-1.7%0.008%
2/13/2025 CreativeOne Wealth LLC3,992$222K0.0%N/A0.002%
2/13/2025 Mariner LLC690,338$38.42M0.1%+9.7%0.373%
2/13/2025 SageView Advisory Group LLC18,563$1.03M0.0%+170.7%0.010%
2/13/2025 Bragg Financial Advisors Inc35,100$1.95M0.1%+10.9%0.019%
2/13/2025 Sagespring Wealth Partners LLC3,893$217K0.0%N/A0.002%
2/13/2025 Townsquare Capital LLC83,583$4.65M0.1%+121.5%0.045%
2/13/2025 Keyes Stange & Wooten Wealth Management LLC279,453$15.55M9.2%+1.9%0.151%
2/13/2025 Glass Jacobson Investment Advisors llc36,516$2.03M0.7%-0.9%0.020%
2/13/2025 Seneschal Advisors LLC112,153$6.24M5.2%N/A0.061%
2/13/2025 EnRich Financial Partners LLC512,600$28.53M9.5%-0.8%0.277%
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2/13/2025 Legacy Financial Advisors Inc.5,216$290K0.0%N/A0.003%
2/13/2025 Redwood Park Advisors LLC38,558$2.15M1.5%N/A0.021%
2/13/2025 Bessemer Group Inc.34,534$1.92M0.0%+46.5%0.019%
2/13/2025 Advisory Services Network LLC8,602$479K0.0%-6.5%0.005%
2/13/2025 Sand Hill Global Advisors LLC8,652$482K0.0%-7.6%0.005%
2/13/2025 Renaissance Technologies LLC4,000$223K0.0%N/A0.002%
2/13/2025 Rollins Financial Advisors LLC11,968$666K0.1%-10.5%0.006%
2/13/2025 Bank of Montreal Can21,017$1.17M0.0%+5.5%0.011%
2/13/2025 Concentrum Wealth Management73,311$4.08M1.4%+17.3%0.040%
2/13/2025 Cerity Partners LLC693,270$38.59M0.1%-2.0%0.375%
(Data available from 1/1/2016 forward)

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DFAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAT shares?

During the previous two years, 693 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 566 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 ($3.25M), 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 56,453,020 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 379 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 13,277,334 shares in the last 24 months. This volume of shares sold represents approximately $684.01M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 3/25/2025 by MarketBeat.com Staff
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