DIMENSIONAL US TARGET VALUE

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DFAT·25434V609·US·ETF·Unknown - Unknown

DFAT (DIMENSIONAL US TARGET VALUE) is held by 100 institutional investors as of Q2 2026. Largest holders: Creative Planning ($930M), Focus Partners Wealth ($873.2M), Savant Capital, LLC ($375M). Net institutional sentiment: Mixed.

100

Holders

(18 Elite)

$4.4B

Total Value

63% (93)

Consensus

59 buying - 34 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)62

Insider (Form 4)59

Activist (13D/13G)39

Congressional (STOCK Act)29

Holder Quality

84

★★★★★

Elite

58

★★★★

Strong

12

★★★

Solid

50

★★

Below

11

★

Weak

Held by 100 funds

18 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFAT.

Top Holders

Top Holders (100)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	13.3M(-1.6%)	$930M	0.5%	+67.58%	0
FWFocus Partners Wealth	Decreased	12.5M(-5.0%)	$873.2M	0.9%	+30.72%	0
Savant Capital, LLC	Increased	5.4M(+11.8%)	$375M	1.1%	+54.94%	55
EP Wealth Advisors, LLC	Increased	4.8M(+10.5%)	$332.2M	1.3%	+32.78%	54
RAYMOND JAMES FINANCIAL INC	Decreased	1.8M(-10.4%)	$128.3M	0.0%	+27.54%	0
Corient Private Wealth LP	Decreased	1.8M(-31.8%)	$126.1M	0.2%	+24.66%	0
HighTower Advisors, LLC	Decreased	1.8M(-0.8%)	$124.8M	0.1%	+42.81%	0
BANK OF AMERICA CORP /DE/	Increased	1.6M(+5.7%)	$113.2M	0.0%	+25.82%	32
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.5M(-0.9%)	$107.5M	0.1%	+59.15%	0
Sequoia Financial Advisors, LLC	Increased	1.4M(+1.3%)	$97.3M	0.5%	+46.36%	36
Cerity Partners LLC	Increased	1.3M(+18.6%)	$93.4M	0.1%	+36.66%	42
LPL Financial LLC	Increased	1.3M(+4.0%)	$88M	0.0%	+49.80%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.2M(+9.2%)	$79.6M	0.1%	+52.81%	39
Allworth Financial LP	Increased	1.1M(+1.3%)	$74.2M	0.3%	+45.68%	36
JONES FINANCIAL COMPANIES LLLP	Increased	846,849(+33.6%)	$59.2M	0.0%	+17.27%	38
ASSETMARK, INC	Increased	845,930(+81.1%)	$59.1M	0.1%	+27.56%	54
ENVESTNET ASSET MANAGEMENT INC	Increased	825,208(+20.0%)	$57.7M	0.0%	+41.84%	35
Mariner, LLC	Decreased	787,152(-7.9%)	$55M	0.1%	+49.99%	0
Cetera Investment Advisers	Increased	662,401(+1.8%)	$46.3M	0.0%	+39.04%	30
JPMORGAN CHASE & CO	Increased	658,102(+5.3%)	$46M	0.0%	+25.51%	31

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DFATDIMENSIONAL US TARGET VALUE

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer