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

Dimensional U.S. Targeted Value ETF logo
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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
9/9/2025 Cambridge Financial Group LLC351,786$18.98M7.1%+6.9%0.178%
9/4/2025 Osaic Holdings Inc.161,106$8.63M0.0%+36.7%0.081%
8/29/2025 Centaurus Financial Inc.12,868$694K0.0%+7.0%0.006%
8/27/2025 Orion Porfolio Solutions LLC67,844$3.66M0.0%+12.9%0.034%
8/26/2025 Nautilus Advisors LLC10,820$584K0.4%+80.5%0.005%
8/25/2025 Silverlake Wealth Management LLC7,029$379K0.1%N/A0.004%
8/19/2025 Advisory Services Network LLC7,053$384K0.0%-15.6%0.004%
8/19/2025 Asset Dedication LLC2,396,117$129.29M9.4%+4.0%1.203%
8/18/2025 Geneos Wealth Management Inc.8,789$474K0.0%+84.4%0.004%
8/15/2025 Tower Research Capital LLC TRC 8,374$452K0.0%N/A0.004%
8/15/2025 FFT Wealth Management LLC3,709$202K0.0%N/A0.002%
8/15/2025 Corient Private Wealth LLC2,758,756$148.86M0.2%-3.2%1.393%
8/15/2025 Equitable Holdings Inc.310,008$16.73M0.1%+7.0%0.156%
8/15/2025 Captrust Financial Advisors157,549$8.50M0.0%+5.4%0.080%
8/15/2025 Vident Advisory LLC4,296$232K0.0%N/A0.002%
8/15/2025 Visionary Wealth Advisors263,445$14.22M0.7%+4.1%0.133%
8/15/2025 Two Sigma Securities LLC5,117$276K0.0%N/A0.003%
8/15/2025 Seneschal Advisors LLC111,904$6.04M4.8%-0.4%0.056%
8/15/2025 Smartleaf Asset Management LLC15,587$841K0.1%-1.7%0.008%
8/15/2025 Orion Porfolio Solutions LLC74,661$4.03M0.0%+24.2%0.038%
8/15/2025 MML Investors Services LLC464,470$25.06M0.1%-7.3%0.234%
8/15/2025 Monograph Wealth Advisors LLC586,205$31.63M3.9%-25.2%0.296%
8/15/2025 Modern Wealth Management LLC7,303$394K0.0%-8.0%0.004%
8/15/2025 EP Wealth Advisors LLC3,270,120$176.46M1.2%+8.4%1.651%
8/15/2025 Bank of America Corp DE1,198,473$64.67M0.0%+8.3%0.605%
8/15/2025 Ameriprise Financial Inc.39,889$2.15M0.0%+217.2%0.020%
8/15/2025 AQR Capital Management LLC156,852$8.46M0.0%+25.5%0.079%
8/14/2025 NCM Capital Management LLC11,630$628K0.3%-1.7%0.006%
8/14/2025 Raymond James Financial Inc.1,553,224$83.81M0.0%+10.0%0.784%
8/14/2025 Betterment LLC342,966$18.51M0.0%+10.8%0.173%
8/14/2025 Quantinno Capital Management LP52,626$2.84M0.0%+200.3%0.027%
8/14/2025 Diversify Advisory Services LLC9,370$526K0.0%-16.6%0.005%
8/14/2025 Main Street Financial Solutions LLC41,952$2.26M0.2%+1.4%0.021%
8/14/2025 Sei Investments Co.13,020$703K0.0%N/A0.007%
8/14/2025 NewEdge Advisors LLC99,098$5.35M0.0%+1.4%0.050%
8/14/2025 Hurley Capital LLC3,667$198K0.1%-43.1%0.002%
8/14/2025 Crestmont Private Wealth LLC186,623$10.07M3.6%-0.2%0.094%
8/14/2025 Vertex Planning Partners LLC4,602$248K0.1%+15.9%0.002%
8/14/2025 Cary Street Partners Financial LLC15,732$849K0.0%+56.4%0.008%
8/14/2025 Cerity Partners LLC1,100,761$60.04M0.1%+59.4%0.556%
8/13/2025 Vance Wealth LLC155,872$8.41M2.8%+10.5%0.079%
8/13/2025 SageView Advisory Group LLC14,362$806K0.0%-24.2%0.007%
8/13/2025 Cresset Asset Management LLC53,985$2.91M0.0%+18.1%0.027%
8/13/2025 M Holdings Securities Inc.104,684$5.65M1.0%N/A0.053%
8/13/2025 Annandale Capital LLC104,970$5.66M0.4%+11.0%0.053%
8/13/2025 Baird Financial Group Inc.118,391$6.39M0.0%-65.4%0.060%
8/13/2025 Parkworth Wealth Management Inc.81,620$4.40M3.2%-0.3%0.041%
8/13/2025 EverSource Wealth Advisors LLC68,843$3.72M0.2%+25.1%0.035%
8/13/2025 Grove Street Fiduciary LLC40,677$2.20M1.1%-1.4%0.021%
8/13/2025 ARK & TLK Investments LLC44,801$2.42M0.8%-6.7%0.023%
8/13/2025 Lido Advisors LLC11,637$628K0.0%+29.7%0.006%
8/13/2025 Tobias Financial Advisors Inc.26,024$1.40M0.2%-2.6%0.013%
8/13/2025 Legacy Capital Wealth Partners LLC14,222$767K0.2%N/A0.007%
8/13/2025 Measured Wealth Private Client Group LLC21,846$1.18M0.4%-11.5%0.011%
8/13/2025 Northwestern Mutual Wealth Management Co.141,448$7.63M0.0%+24.1%0.071%
8/13/2025 Choreo LLC374,816$20.23M0.3%-12.7%0.189%
8/12/2025 Steward Partners Investment Advisory LLC26,711$1.44M0.0%-26.1%0.013%
8/12/2025 Burk Holdings LLC73,172$3.95M2.5%N/A0.037%
8/12/2025 CreativeOne Wealth LLC8,512$459K0.0%-9.2%0.004%
8/12/2025 Hill Investment Group Partners LLC71,803$3.87M0.5%-5.9%0.036%
8/12/2025 Global Retirement Partners LLC4,593$248K0.0%N/A0.002%
8/12/2025 Vawter Financial Ltd.6,451$348K3.9%-95.9%0.003%
8/12/2025 Legacy Financial Group Inc.161,076$8.69M2.6%+0.2%0.081%
8/12/2025 AlphaCore Capital LLC8,182$442K0.0%+231.9%0.004%
8/12/2025 Watchman Group Inc.437,580$23.61M6.2%+2.0%0.221%
8/12/2025 MAI Capital Management83,431$4.50M0.0%-18.8%0.042%
8/12/2025 JPMorgan Chase & Co.536,252$28.94M0.0%+5.7%0.271%
8/12/2025 Lodestone Wealth Management LLC16,942$914K0.4%+2.2%0.009%
8/12/2025 BWM Planning LLC115,578$6.24M2.1%-38.5%0.058%
8/12/2025 Lionshead Wealth Management LLC45,620$2.46M2.3%-53.3%0.023%
8/11/2025 Diversified Portfolios Inc.72,521$3.91M0.4%-0.9%0.036%
8/11/2025 Root Financial Partners LLC28,361$1.53M0.1%+24.2%0.014%
8/11/2025 Mosaic Family Wealth Partners LLC472,943$25.52M3.3%+3.2%0.237%
8/11/2025 Foundation Wealth Management LLC PA26,388$1.42M0.6%-5.1%0.013%
8/11/2025 Babb Wealth Advisors LLC358,514$19.35M14.3%+4.5%0.180%
8/8/2025 Tortoise Investment Management LLC1,550$84K0.0%-36.8%0.001%
8/8/2025 Rockefeller Capital Management L.P.17,528$946K0.0%-4.7%0.009%
8/8/2025 Pinney & Scofield Inc.184,480$9.96M6.7%-0.6%0.093%
8/8/2025 Citizens Financial Group Inc. RI5,549$299K0.0%+4.7%0.003%
8/8/2025 Avantax Advisory Services Inc.53,430$2.88M0.0%+4.6%0.027%
8/8/2025 Thoroughbred Financial Services LLC5,906$318K0.0%-32.0%0.003%
8/8/2025 Cetera Investment Advisers506,498$27.33M0.0%+33.7%0.254%
8/8/2025 Creative Planning14,095,721$760.61M0.6%+1.1%7.075%
8/8/2025 Altiora Financial Group LLC243,145$13.12M2.6%+1.5%0.122%
8/8/2025 Truepoint Inc.1,535,250$82.84M2.1%+5.1%0.771%
8/8/2025 Glassman Wealth Services2,054$111K0.0%-19.0%0.001%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC59,841$3.23M0.7%+1.4%0.030%
8/8/2025 D Orazio & Associates Inc.4,483$242K0.0%-9.2%0.002%
8/8/2025 Better Money Decisions LLC187,289$10.11M6.1%+5.3%0.094%
8/8/2025 PNC Financial Services Group Inc.29,774$1.61M0.0%+2.6%0.015%
8/7/2025 Cascade Financial Partners LLC35,159$1.90M0.2%-8.8%0.018%
8/7/2025 New England Private Wealth Advisors LLC180,090$9.89M1.4%-32.6%0.090%
8/7/2025 CENTRAL TRUST Co11,140$601K0.0%+525.1%0.006%
8/7/2025 Montag A & Associates Inc.8,103$437K0.0%-72.9%0.004%
8/7/2025 Timonier Family Office LTD.144,360$7.79M2.9%-4.0%0.072%
8/7/2025 Allworth Financial LP926,004$49.97M0.2%+13.9%0.465%
8/7/2025 Addison Advisors LLC29,516$1.59M0.4%-12.4%0.015%
8/7/2025 Tillman Hartley LLC353,917$19.10M5.3%-9.7%0.178%
8/7/2025 TFO Wealth Partners LLC382,974$20.67M3.6%+6.6%0.192%
8/7/2025 Midwest 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, 727 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 609 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 9/17/2025 by MarketBeat.com Staff
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