Who Owns Dimensional - US Targeted Value ETF (DFAT)?Hedge Fund & Institutional Holders

$60.96-0.20 (-0.33%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$44.80$50.28$55.75$61.23$66.71Sep 24Jun 25Mar 26

DFAT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+2.8M+$174.8B
EARNED WEALTH ADVISORS, LLCNew Position+1.5M+$86.8B
Smartleaf Asset Management LLCNew Position+1.4M+$85.0B
GREAT OAK CAPITAL PARTNERS, LLCNew Position+1.4M+$83.9B
BANK OF AMERICA CORP /DE/Increased+87K+$76.9B
Premier Financial GroupNew Position+1.2M+$71.1B
BAYSHORE ASSET MANAGEMENT, LLCNew Position+841K+$50.1B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+807K+$48.1B
Joel Isaacson & Co., LLCNew Position+793K+$47.2B
SAX WEALTH ADVISORS, LLCNew Position+757K+$45.1B
Henrickson Nauta Wealth Advisors, Inc.New Position+712K+$43.9B
EnRich Financial Partners LLCNew Position+528K+$31.4B
Forvis Mazars Wealth Advisors, LLCNew Position+506K+$30.1B
First Command Advisory Services, Inc.New Position+485K+$28.9B
Planning Center, Inc.New Position+461K+$27.5B

DFAT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-199K-$809.5B
Willow Creek Wealth Management Inc.Closed Position-2.2M-$125.3B
HighTower Advisors, LLCDecreased-22K-$108.8B
Plancorp, LLCDecreased-41K-$86.1B
RW Investment Management LLCClosed Position-799K-$46.5B
TCI Wealth Advisors, Inc.Decreased-931-$27.8B
CHOREO, LLCDecreased-6K-$20.9B
Financial Engines Advisors L.L.C.Decreased-3K-$20.1B
McMill Wealth ManagementDecreased-286K-$16.3B
Larson Financial Group LLCDecreased-12K-$14.1B
Robertson Stephens Wealth Management, LLCDecreased-155-$10.3B
BAKER TILLY WEALTH MANAGEMENT, LLCDecreased-177K-$10.1B
TWO SIGMA INVESTMENTS, LPDecreased-159K-$9.5B
CAPTRUST FINANCIAL ADVISORSDecreased-320-$8.7B
SCRATCH CAPITAL LLCDecreased-326-$7.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth13,284,203$790.0B0.90%Share
2Asset Dedication, LLC2,600,142$154.8B10.16%Share
3JACKSON THORNTON WEALTH MANAGEMENT, LLC2,479,742$153.0B14.46%Share
4Trust Co of the South1,727,285$102.8B16.54%Share
5RAYMOND JAMES FINANCIAL INC1,673,581$99.0B0.03%Share
6Truepoint, Inc.1,504,669$89.6B2.02%Share
7EARNED WEALTH ADVISORS, LLC1,457,860$86.8B9.26%Share
8Smartleaf Asset Management LLC1,419,609$85.0B3.22%Share
9MERCER GLOBAL ADVISORS INC /ADV1,424,039$84.0B0.13%Share
10GREAT OAK CAPITAL PARTNERS, LLC1,397,654$83.9B21.04%Share
11Abacus Wealth Partners, LLC1,366,881$81.4B7.98%Share
12Premier Financial Group1,189,189$71.1B18.53%Share
13Evanson Asset Management, LLC1,083,707$64.5B3.48%Share
14Sensible Money, LLC1,020,908$60.8B19.41%Share
15Team Hewins, LLC925,776$55.1B17.76%Share
16Parkwoods Wealth Partners, LLC867,921$51.7B15.20%Share
17BAYSHORE ASSET MANAGEMENT, LLC840,720$50.1B20.43%Share
18Great Waters Wealth Management823,389$49.0B5.39%Share
19PHILLIPS FINANCIAL MANAGEMENT, LLC807,183$48.1B3.10%Share
20Joel Isaacson & Co., LLC792,905$47.2B1.56%Share
21SAX WEALTH ADVISORS, LLC757,412$45.1B2.12%Share
22Henrickson Nauta Wealth Advisors, Inc.712,009$43.9B6.48%Share
23MONOGRAPH WEALTH ADVISORS, LLC699,495$41.6B4.09%Share
24KEB ASSET MANAGEMENT, LLC690,485$41.1B8.33%Share
25BANK OF AMERICA CORP /DE/679,878$40.0B0.00%Share
26Tumwater Wealth Management, LLC631,087$37.6B15.31%Share
27EnRich Financial Partners LLC527,981$31.4B8.57%Share
28Aspen Wealth Management LLC524,971$31.3B6.56%Share
29Forvis Mazars Wealth Advisors, LLC506,055$30.1B0.57%Share
30Beaird Harris Wealth Management, LLC496,848$29.6B2.04%Share
31Financial Harvest, LLC487,424$29.0B17.92%Share
32First Command Advisory Services, Inc.485,284$28.9B0.20%Share
33MOSAIC FAMILY WEALTH PARTNERS, LLC482,657$28.7B3.15%Share
34BANK OF AMERICA CORP /DE/473,436$28.0B0.00%Share
35Planning Center, Inc.461,138$27.5B2.80%Share
36ASSETMARK, INC457,432$27.2B0.06%Share
37UBS Group AG440,865$26.2B0.00%Share
38JPMORGAN CHASE & CO448,227$26.0B0.00%Share
39JONES FINANCIAL COMPANIES LLLP442,154$26.0B0.02%Share
40Squire Investment Management Company, LLC433,290$25.8B7.81%Share
41Babb Wealth Advisors LLC428,563$25.5B14.40%Share
42Conrad Siegel Investment Advisors, Inc.427,169$25.4B4.82%Share
43Confluence Wealth Services, Inc.426,378$25.4B1.05%Share
44TFC Financial Management, Inc.424,669$25.3B3.17%Share
45COMMONWEALTH EQUITY SERVICES, LLC429,132$25.0B0.03%Share
46Disciplined Equity Management, Inc.417,953$24.9B12.89%Share
47Meritas Wealth Management, LLC410,390$24.4B11.75%Share
48Foster Group, Inc.401,964$23.9B0.72%Share
49Lauterbach Financial Advisors, LLC396,265$23.6B11.54%Share
50Triune Financial Partners, LLC352,005$22.3B5.22%Share

DFAT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025764$4.7T+381
Q3 2025383$4.6T-272
Q2 2025655$7.3T-40
Q1 2025695$6.2T+166
Q4 2024529$778.9T+150
Q3 2024379$1846.7T+11
Q2 2024368$1637.3T+13
Q1 2024355$1660.4T—

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As of Q4 2025, 50 institutional investors hold DFAT (Dimensional - US Targeted Value ETF). The largest holder is Focus Partners Wealth with $790.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFAT?

As of Q4 2025, 50 institutional investors report holding DFAT (Dimensional - US Targeted Value ETF) in their 13F filings.

Who is the largest institutional holder of DFAT?

The largest institutional holder of DFAT is Focus Partners Wealth with $790.0B in shares.

Is institutional ownership of DFAT increasing or decreasing?

This quarter, 14 institutions opened new positions in DFAT and 2 closed their positions.