DIMENSIONAL US TARGET VALUE (DFAT) Institutional Ownership and Insiders Activity
DIMENSIONAL US TARGET VALUE (DFAT) is widely held by institutional investors, with 839 firms reporting positions valued at approximately $10.47B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is the largest disclosed holder, reporting approximately $873.19M in DFAT holdings in its latest filing.
Institutional Holders
839
Total Reported Value
$10.47B
Largest Holder
Focus Partners Wealth
Largest Position
$873.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
54
Top Institutional Owners
View allInvestorReported Balance
- Focus Partners Wealth$873.19M
- Forum Financial Management, Lp$725.81M
- Index Fund Advisors, Inc.$442.36M
- Pure Financial Advisors, Llc$399.27M
- Focus Partners Advisor Solutions, Llc$393.71M
DFAT News
All news- Switchpoint Financial Planning LLC Portfolio Shifts in Q2 2026
Aug 23, 2026 · valut.ai
- Pure Financial Advisors Q2 2026 Portfolio Activity: New Positions and ETF Sales Observed
Aug 22, 2026 · valut.ai
- Crestmont Private Wealth Llc Portfolio Shifts in Q2 2026
Aug 10, 2026 · valut.ai
- Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 Changes
Aug 10, 2026 · valut.ai
- Professional Financial Solutions LLC: Significant Quarterly Purchases in Dimensional ETFs and Technology Stocks
Aug 10, 2026 · valut.ai
- Ag Asset Advisory LLC Q2 2026 Portfolio Activity Report
Aug 5, 2026 · valut.ai
- Phillips Financial Management LLC Investment Activity in Q2 2026
Aug 5, 2026 · valut.ai
- Navigoe LLC Q2 2026 Portfolio Activity Analysis
Aug 4, 2026 · valut.ai