Who Owns DFAT?
Dimensional - US Targeted Value ETF — Institutional Ownership & 13F Holdings
$61.15
-0.39 (-0.64%)
Market Cap
$13.2B
Shares Outstanding
211,368,889
Institutional Holders
693
Total Inst. Value
$6.3B
% of Float Held
—
QoQ Holder Change
+339
Institutional data as of Q1 2025
New Positions
205
Closed Positions
40
Increased
214
Decreased
169
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $668.6M | 12,985,015 |
| 2 | Forum Financial Management, LP | $457.1M | 8,877,036 |
| 3 | Index Fund Advisors, Inc. | $325.0M | 6,312,286 |
| 4 | Savant Capital, LLC | $260.0M | 5,049,031 |
| 5 | Focus Partners Advisor Solutions, LLC | $253.1M | 4,915,377 |
| 6 | Pure Financial Advisors, LLC | $219.9M | 4,269,836 |
| 7 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $136.4M | 2,878,712 |
| 8 | Asset Dedication, LLC | $118.7M | 2,305,024 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $111.5M | 2,165,412 |
| 10 | HighTower Advisors, LLC | $102.4M | 1,989,104 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Wealth | +797K | $668.6M |
| Forum Financial Management, LP | +66K | $457.1M |
| Focus Partners Advisor Solutions, LLC | +95K | $253.1M |
| Pure Financial Advisors, LLC | +253K | $219.9M |
| Asset Dedication, LLC | +20K | $118.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Index Fund Advisors, Inc. | -884K | $325.0M |
| MBB PUBLIC MARKETS I LLC | -642K | $6.8M |
| Hill Investment Group Partners, LLC | -496K | $3.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -184K | $111.5M |
| Lakeshore Financial Planning, Inc. | -149K | $6.7M |
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Frequently Asked Questions
How many institutional investors hold DFAT?
As of Q1 2025, 693 institutional investors report holding DFAT (Dimensional - US Targeted Value ETF) in their 13F filings.
Which hedge fund owns the most DFAT?
The largest institutional holder of DFAT is Focus Partners Wealth with $668.6M in shares.
Are institutions buying or selling DFAT?
This quarter, 205 institutions opened new positions in DFAT and 40 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.