Who owns DFAT?
Dimensional U.S. Targeted Value ETF · Dimensional
856 institutions reported holding DFAT, worth $11.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $930.0M | 13,305,154 | −216,333 shares |
| Focus Partners Wealth | St Louis, MO | $873.2M | 12,491,981 | −652,203 shares |
| Forum Financial Management, LP | Lombard, IL | $725.8M | 10,383,581 | +34,003 shares |
| Index Fund Advisors, Inc. | Irvine, CA | $442.4M | 6,328,437 | −55,362 shares |
| Pure Financial Advisors, LLC | San Diego, CA | $399.3M | 5,711,959 | +194,707 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $393.7M | 5,632,475 | −83,665 shares |
| Savant Capital, LLC | Rockford, IL | $375.0M | 5,350,293 | +566,624 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $332.2M | 4,751,916 | +450,901 shares |
| Jackson Thornton Wealth Management, LLC | Montgomery, AL | $196.7M | 2,814,122 | −26,124 shares |
| Asset Dedication, LLC | San Francisco, CA | $178.2M | 2,548,907 | +8,673 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFAT?
856 institutional managers reported holding DFAT in Form 13F filings for June 30, 2026, worth $11.6B in total. The largest reported position was held by Creative Planning, at $930.0M.
Did institutions buy or sell DFAT last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 86 firms reported a new position and 27 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.