DIMENSIONAL US TARGET VALUE DFAT
$69.58
-0.2% 52w: $51.74 – $69.91
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data51.7460.8369.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
815
+26 QoQ
13F value
$10.39B
+2.3% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$28K calls / — puts
Institutional value by quarter
Number of holders
Who owns DFAT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 13.5M | $844.4M | 0.6% | -1.4% |
| Focus Partners Wealth | Wealth advisor | 13.1M | $821.9M | 0.9% | -1.1% |
| Forum Financial Management, LP | Wealth advisor | 10.3M | $646.3M | 9.1% | +1.4% |
| Index Fund Advisors, Inc. | Wealth advisor | 6.4M | $398.7M | 17.9% | -0.9% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 5.7M | $356.9M | 3.6% | +8.0% |
| Pure Financial Advisors, LLC | Wealth advisor | 5.5M | $344.6M | 4.9% | +3.5% |
| Savant Capital, LLC | Wealth advisor | 4.8M | $298.7M | 1.4% | -1.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 4.3M | $268.6M | 1.3% | +2.8% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 2.8M | $183.5M | 16.5% | +0.2% |
| Corient Private Wealth LLC | Diversified mechanical | 2.6M | $164.7M | 0.2% | -51.4% |
| Asset Dedication, LLC | Wealth advisor | 2.5M | $158.6M | 11.1% | -2.3% |
| Apella Capital, LLC | Wealth advisor | 2.1M | $141.3M | 2.1% | +29.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $127.9M | 0.0% | +15.2% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $112.4M | 0.1% | -2.6% |
| Trust Co of the South | Wealth advisor | 1.8M | $111.8M | 18.0% | -1.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.6M | $97.0M | 0.1% | +9.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $95.6M | 0.0% | +17.3% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 1.5M | $93.4M | 6.2% | +2.6% |
| GREAT OAK CAPITAL PARTNERS, LLC | Wealth advisor | 1.4M | $92.7M | 21.6% | +2.5% |
| Truepoint, Inc. | Wealth advisor | 1.5M | $92.5M | 2.1% | -1.6% |
| Smartleaf Asset Management LLC | Wealth advisor | 1.5M | $91.3M | 3.3% | +5.1% |
| Plancorp, LLC | Wealth advisor | 1.4M | $90.1M | 2.6% | -3.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 1.4M | $85.8M | 0.5% | +2.5% |
| Abacus Wealth Partners, LLC | Wealth advisor | 1.4M | $84.8M | 7.7% | -0.7% |
| LPL Financial LLC | Bank broker | 1.2M | $75.6M | 0.0% | -4.0% |
| Premier Financial Group | Wealth advisor | 1.2M | $74.8M | 12.7% | -0.2% |
| Cerity Partners LLC | Diversified mechanical | 1.1M | $70.3M | 0.1% | +5.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.1M | $67.7M | 0.1% | -46.4% |
| Evanson Asset Management, LLC | Wealth advisor | 1.1M | $67.5M | 3.6% | -0.3% |
| Sensible Money, LLC | Wealth advisor | 1.1M | $66.7M | 20.3% | +4.6% |
| Allworth Financial LP | Wealth advisor | 1.0M | $65.4M | 0.3% | +3.9% |
| Team Hewins, LLC | Wealth advisor | 920.3K | $57.5M | 17.1% | -0.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 914.1K | $57.1M | 1.0% | -0.5% |
| Parkwoods Wealth Partners, LLC | Wealth advisor | 912.4K | $57.0M | 14.0% | +5.1% |
| Mariner, LLC | Diversified mechanical | 854.7K | $53.4M | 0.1% | +1.9% |
| Great Waters Wealth Management | Wealth advisor | 853.4K | $53.3M | 5.6% | +3.6% |
| BAYSHORE ASSET MANAGEMENT, LLC | Wealth advisor | 835.7K | $52.2M | 20.8% | -0.6% |
| Joel Isaacson & Co., LLC | Wealth advisor | 813.5K | $50.8M | 1.7% | +2.6% |
| RW Investment Management LLC | Wealth advisor | 762.7K | $47.6M | 4.6% | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 757.8K | $47.3M | 3.4% | -6.1% |
| Three Arch Wealth Management LLC | Wealth advisor | 738.0K | $46.1M | 8.3% | -0.8% |
| Modera Wealth Management, LLC | Wealth advisor | 733.7K | $45.8M | 0.5% | -1.3% |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 731.7K | $45.7M | 4.3% | +4.6% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 757.4K | $45.1M | 2.2% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 687.8K | $43.0M | 0.0% | +12.0% |
| KEB ASSET MANAGEMENT, LLC | Wealth advisor | 687.7K | $42.9M | 8.2% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 650.7K | $40.6M | 0.0% | +4.1% |
| Tumwater Wealth Management, LLC | Wealth advisor | 628.7K | $39.3M | 15.8% | -0.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 633.9K | $39.0M | 0.0% | +43.0% |
| JPMORGAN CHASE & CO | Bank broker | 625.1K | $38.3M | 0.0% | -3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.