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

$55.46 +0.38 (+0.69%)
(As of 12/20/2024 04:32 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$369.15M
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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
12/2/2024 Beaird Harris Wealth Management LLC505,664$28.13M2.5%-2.0%0.273%
11/25/2024 Wilmington Savings Fund Society FSB9,308$518K0.0%+72.4%0.005%
11/25/2024 Sanctuary Advisors LLC31,321$1.89M0.0%+2.8%0.017%
11/18/2024 Rehmann Capital Advisory Group33,278$1.85M0.1%+3.0%0.018%
11/18/2024 Hobbs Group Advisors LLC1,968$109K0.0%N/A0.001%
11/15/2024 Abel Hall LLC36,741$2.04M1.3%-5.0%0.020%
11/15/2024 Glass Jacobson Investment Advisors llc36,857$2.05M0.7%-2.7%0.020%
11/15/2024 MML Investors Services LLC337,187$18.76M0.1%+3.2%0.182%
11/15/2024 Legacy Investment Solutions LLC784$46K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC57,010$3.17M0.1%+6.7%0.031%
11/15/2024 EP Wealth Advisors LLC1,848,655$102.84M0.9%+18.5%0.999%
11/15/2024 Jane Street Group LLC4,976$277K0.0%-86.2%0.003%
11/15/2024 Stifel Financial Corp114,950$6.40M0.0%+1.1%0.062%
11/15/2024 SageView Advisory Group LLC6,858$382K0.0%-30.8%0.004%
11/15/2024 Quantinno Capital Management LP14,518$808K0.0%N/A0.008%
11/15/2024 Investmark Advisory Group LLC39,416$2.19M1.1%+1.3%0.021%
11/15/2024 HighTower Advisors LLC2,043,021$113.65M0.2%-0.9%1.104%
11/15/2024 Hill Investment Group Partners LLC638,280$32.82M4.5%+0.3%0.345%
11/15/2024 Hilltop Holdings Inc.5,229$291K0.0%-12.2%0.003%
11/15/2024 True Wealth Design LLC64,783$3.60M1.4%-1.0%0.035%
11/14/2024 Captrust Financial Advisors129,908$7.23M0.0%-0.7%0.070%
11/14/2024 Rockefeller Capital Management L.P.16,465$916K0.0%+9.7%0.009%
11/14/2024 Financial Counselors Inc.35,541$1.98M0.0%+0.9%0.019%
11/14/2024 BBR Partners LLC78,910$4.39M0.3%-16.4%0.043%
11/13/2024 WorthPointe LLC49,236$2.74M1.2%+1.0%0.027%
11/13/2024 Freedom Investment Management Inc.58,685$3.27M0.3%-0.8%0.032%
11/13/2024 RS Crum Inc.295,752$16.45M3.9%+0.7%0.160%
11/13/2024 Townsquare Capital LLC37,730$2.10M0.0%-7.4%0.020%
11/13/2024 Carlson Capital Management103,121$5.74M0.2%+13.2%0.056%
11/13/2024 FMR LLC20,950$1.17M0.0%+12.6%0.011%
11/13/2024 D.A. Davidson & CO.121,015$6.73M0.1%+2.4%0.065%
11/13/2024 Private Trust Co. NA7,032$391K0.0%+8.7%0.004%
11/13/2024 Truvestments Capital LLC725$40K0.0%N/A0.000%
11/13/2024Fisher Asset Management LLC6,221$346K0.0%-11.6%0.003%
11/12/2024 Summit Trail Advisors LLC17,382$967K0.0%+24.5%0.009%
11/12/2024 Centaurus Financial Inc.10,452$581K0.0%+7.9%0.006%
11/12/2024Larson Financial Group LLC364,285$20.27M1.1%-5.0%0.197%
11/12/2024 Truepoint Inc.1,485,616$82.65M2.2%-0.6%0.803%
11/12/2024 Advisory Services & Investments LLC14,741$820K0.6%-3.9%0.008%
11/12/2024 Cerity Partners LLC707,737$39.37M0.1%+6.4%0.382%
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11/12/2024 Keyes Stange & Wooten Wealth Management LLC274,283$15.26M9.1%+1.5%0.148%
11/12/2024 Mason Investment Advisory Services Inc.118,453$6.59M0.4%+0.2%0.064%
11/12/2024 Studio Investment Management LLC21,917$1.22M0.3%+8.9%0.012%
11/12/2024 Raymond James Trust N.A.3,747$208K0.0%N/A0.002%
11/12/2024 Altiora Financial Group LLC207,677$11.55M2.6%+15.9%0.112%
11/12/2024 Activest Wealth Management144,017$8.01M2.5%+2.0%0.078%
11/12/2024 RW Investment Management LLC1,891,364$105.22M13.1%+0.1%1.022%
11/8/2024 EverSource Wealth Advisors LLC55,736$3.10M0.2%+1.3%0.030%
11/8/2024 Silver Oak Advisory Group Inc.8,379$466K0.2%-3.2%0.005%
11/8/2024 Howe & Rusling Inc.1,101$61K0.0%N/A0.001%
11/8/2024 Vance Wealth Inc.13,103$729K0.3%+6.5%0.007%
11/7/2024 Tranquility Partners LLC4,899$273K0.1%+8.0%0.003%
11/7/2024 Caprock Group LLC34,155$1.90M0.1%+154.8%0.018%
11/7/2024 Pathstone Holdings LLC423,518$23.56M0.1%+0.7%0.229%
11/7/2024 Aviance Capital Partners LLC49,741$2.77M0.4%+30.8%0.027%
11/7/2024 EnRich Financial Partners LLC516,845$28.75M9.6%+1.2%0.279%
11/7/2024 MAI Capital Management103,289$5.75M0.1%-7.3%0.056%
11/7/2024 Phillips Financial Management LLC448,471$24.95M1.9%+10.4%0.242%
11/7/2024 Ritter Daniher Financial Advisory LLC DE832$46K0.0%-36.6%0.000%
11/6/2024 Adero Partners LLC293,508$16.33M1.1%-1.2%0.159%
11/6/2024 Cassady Schiller Wealth Management LLC34,525$1.92M0.7%-6.5%0.019%
11/6/2024 LJI Wealth Management LLC56,003$3.12M0.6%-7.3%0.030%
11/6/2024 Squire Investment Management Company LLC444,086$24.70M11.7%+0.5%0.240%
11/6/2024 Vawter Financial Ltd.165,377$9.20M5.6%-0.7%0.089%
11/6/2024 Balboa Wealth Partners31,586$1.76M0.4%+12.4%0.017%
11/6/2024 OneDigital Investment Advisors LLC84,282$4.69M0.1%+19.6%0.046%
11/6/2024 Diversified Portfolios Inc.74,345$4.14M0.5%-1.8%0.040%
11/6/2024 Curi RMB Capital LLC28,254$1.57M0.0%-1.3%0.015%
11/6/2024 Wealthstream Advisors Inc.78,475$4.37M0.8%-2.6%0.042%
11/6/2024 Dopkins Wealth Management LLC285,643$15.89M12.8%-15.1%0.154%
11/6/2024 Main Street Financial Solutions LLC37,938$2.11M0.2%+25.4%0.020%
11/6/2024 Oppenheimer & Co. Inc.156,112$8.69M0.1%-5.0%0.084%
11/5/2024 Empower Advisory Group LLC10,439$581K0.0%+62.9%0.006%
11/5/2024 Apollon Wealth Management LLC12,708$707K0.0%-10.4%0.007%
11/5/2024 Northwest Wealth Management LLC128,131$7.13M1.7%-7.7%0.069%
11/4/2024 tru Independence LLC4,494$250K0.1%+5.1%0.002%
11/4/2024 Addison Advisors LLC38,568$2.15M0.6%+5.5%0.021%
11/4/2024 TRU Independence Asset Management 2 LLC28,777$1.60M1.3%N/A0.016%
11/4/2024 1900 Wealth Management LLC103,154$5.62M0.5%+19.1%0.056%
11/4/2024 Sanctuary Wealth Management L.L.C.22,056$1.23M0.9%-1.4%0.012%
11/4/2024 Baker Avenue Asset Management LP4,233$235K0.0%N/A0.002%
11/4/2024 Axxcess Wealth Management LLC7,261$404K0.0%-9.3%0.004%
11/4/2024 Disciplined Investments LLC118,830$6.61M3.3%+10.3%0.064%
11/4/2024 G2 Capital Management LLC OH262,717$14.62M4.3%-1.0%0.142%
11/4/2024 Liberty Wealth Management LLC141,381$7.87M1.3%-62.4%0.076%
11/4/2024 Sigma Planning Corp35,727$1.99M0.1%+17.7%0.019%
11/2/2024 Mesirow Financial Investment Management Inc.8,160$454K0.0%+7.8%0.004%
11/2/2024 Austin Asset Management Co Inc169,586$9.43M1.9%-1.8%0.092%
11/1/2024 Tillman Hartley LLC403,133$22.43M6.7%+15.4%0.218%
11/1/2024 Cypress Point Wealth Management LLC29,598$1.65M0.6%+4.4%0.016%
Did You See Trump’s Bombshell Exec. Order 001? (Ad)

Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
11/1/2024 Rather & Kittrell Inc.130,056$7.24M1.8%-0.6%0.070%
11/1/2024 Assetmark Inc.532,595$29.63M0.1%+2.4%0.288%
11/1/2024 Sequent Asset Management LLC5,932$330K0.2%-50.0%0.003%
11/1/2024 Lauterbach Financial Advisors LLC387,692$21.57M13.1%-0.8%0.209%
11/1/2024 SpiderRock Advisors LLC45,605$2.54M0.0%-13.4%0.025%
11/1/2024 CWA Asset Management Group LLC10,134$564K0.0%N/A0.005%
11/1/2024 Beckerman Institutional LLC34,065$1.90M1.6%N/A0.018%
11/1/2024 Triune Financial Partners LLC324,777$18.07M5.7%N/A0.175%
11/1/2024 Capital Performance Advisors LLP803,320$44.69M13.6%-1.1%0.434%
11/1/2024 Stone Point Wealth LLC11,474$638K0.2%+2.8%0.006%
(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, 589 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 ($197.95M), 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 488 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 ($2.96M), Savant Capital LLC ($2.12M), Modera Wealth Management LLC ($2.07M), Apella Capital LLC ($2.01M), and Trust Co of the South ($1.91M).

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

Institutional investors have bought a total of 52,938,822 shares in the last 24 months. This purchase volume represents approximately $2.54B in transactions.

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

Of the 345 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 11,784,917 shares in the last 24 months. This volume of shares sold represents approximately $590.11M in transactions.


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This page (NYSEARCA:DFAT) was last updated on 12/21/2024 by MarketBeat.com Staff
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