DFAT Institutional Ownership & Shareholders
DIMENSIONAL US TARGET VALUE (DFAT) is currently held by 783 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.93B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of DFAT tracked by InsiderSet, reporting ownership valued at approximately $873.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $874.69M, representing an estimated gain of +0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed DFAT value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Creative Planning, Forum Financial Management, Lp, and several other long-term asset managers with concentrated positions in DIMENSIONAL US TARGET VALUE (DFAT).
This page ranks the largest institutional DFAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
783
Total Reported Value
$10.93B
Largest Holder
Focus Partners Wealth
Largest Position
$873.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.89% | 12,491,981 | $873,189,455 | $874,688,510 | +$1,499,055 | +0.17% | |
| Creative Planning | 0.49% | 13,094,561 | $870,002,660 | $916,881,161 | +$46,878,501 | +5.39% | |
| Forum Financial Management, Lp | 8.98% | 10,399,775 | $690,961,022 | $728,192,246 | +$37,231,224 | +5.39% | |
| Index Fund Advisors, Inc. | 17.56% | 6,328,437 | $442,357,717 | $443,117,159 | +$759,442 | +0.17% | |
| Pure Financial Advisors, Llc | 5.08% | 5,711,959 | $399,265,918 | $399,951,369 | +$685,451 | +0.17% | |
| Focus Partners Advisor Solutions, Llc | 3.34% | 5,632,475 | $393,709,143 | $394,385,900 | +$676,757 | +0.17% | |
| Savant Capital, Llc | 1.10% | 5,350,293 | $374,988,982 | $374,627,516 | -$361,466 | -0.10% | |
| Ep Wealth Advisors, Llc | 1.27% | 4,751,916 | $332,158,920 | $332,729,158 | +$570,238 | +0.17% | |
| Jackson Thornton Wealth Management, Llc | 15.55% | 2,814,122 | $196,707,136 | $197,044,822 | +$337,686 | +0.17% | |
| Asset Dedication, Llc | 11.21% | 2,548,907 | $178,168,573 | $178,474,468 | +$305,895 | +0.17% | |
| Apella Capital, Llc | 1.74% | 2,045,430 | $137,207,429 | $143,221,009 | +$6,013,580 | +4.38% | |
| Raymond James Financial Inc | 0.03% | 1,834,767 | $128,250,214 | $128,470,385 | +$220,171 | +0.17% | |
| Corient Private Wealth Llc | 0.17% | 1,801,593 | $125,931,319 | $126,147,542 | +$216,223 | +0.17% | |
| Mercer Global Advisors Inc | 0.15% | 1,681,761 | $117,555,076 | $117,756,905 | +$201,829 | +0.17% | |
| Bank Of America Corp | 0.01% | 1,618,758 | $113,151,185 | $113,345,435 | +$194,250 | +0.17% | |
| Trust Co Of The South | 15.16% | 1,629,605 | $108,270,955 | $114,104,942 | +$5,833,987 | +5.39% | |
| Earned Wealth Advisors, Llc | 6.80% | 1,505,769 | $105,253,221 | $105,433,945 | +$180,724 | +0.17% | |
| Smartleaf Asset Management Llc | 3.39% | 1,491,922 | $104,225,710 | $104,464,378 | +$238,668 | +0.23% | |
| Truepoint, Inc. | 2.14% | 1,464,173 | $102,345,697 | $102,521,393 | +$175,696 | +0.17% | |
| Great Oak Capital Partners, Llc | 21.67% | 1,438,350 | $100,238,588 | $100,713,267 | +$474,679 | +0.47% | |
| Sequoia Financial Advisors | 0.49% | 1,391,428 | $97,260,824 | $97,427,789 | +$166,965 | +0.17% | |
| Cerity Partners Llc | 0.11% | 1,335,533 | $93,354,024 | $93,514,021 | +$159,997 | +0.17% | |
| Lpl Financial Llc | 0.02% | 1,258,840 | $87,992,886 | $88,143,977 | +$151,091 | +0.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,321,133 | $86,833,544 | $92,505,733 | +$5,672,189 | +6.53% | |
| Premier Financial Group | 16.63% | 1,182,811 | $82,678,521 | $82,820,426 | +$141,905 | +0.17% | |
| Sensible Money, Llc | 19.58% | 1,145,671 | $76,118,400 | $80,219,883 | +$4,101,483 | +5.39% | |
| Allworth Financial Lp | 0.32% | 1,060,969 | $74,161,765 | $74,289,049 | +$127,284 | +0.17% | |
| Abacus Wealth Partners, Llc | 7.52% | 1,024,195 | $71,591,098 | $71,714,134 | +$123,036 | +0.17% | |
| Evanson Asset Management, Llc | 3.62% | 1,080,817 | $67,497,025 | $75,678,806 | +$8,181,781 | +12.12% | |
| Parkwoods Wealth Partners, Llc | 10.39% | 925,410 | $64,686,130 | $64,797,208 | +$111,078 | +0.17% | |
| Team Hewins, Llc | 17.55% | 917,911 | $64,161,992 | $64,272,128 | +$110,136 | +0.17% | |
| Great Waters Wealth Management | 5.63% | 942,310 | $62,607,048 | $65,980,546 | +$3,373,498 | +5.39% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.84% | 919,747 | $61,107,998 | $64,400,685 | +$3,292,687 | +5.39% | |
| Jones Financial Companies Lllp | 0.02% | 846,849 | $59,203,173 | $59,296,367 | +$93,194 | +0.16% | |
| Envestnet Asset Management Inc | 0.01% | 825,208 | $57,682,006 | $57,781,064 | +$99,058 | +0.17% | |
| Joel Isaacson & Co., Llc | 1.67% | 823,931 | $57,592,742 | $57,691,649 | +$98,907 | +0.17% | |
| Bayshore Asset Management, Llc | 20.40% | 816,647 | $57,083,610 | $57,181,623 | +$98,013 | +0.17% | |
| Mariner, Llc | 0.06% | 787,152 | $55,021,310 | $55,116,383 | +$95,073 | +0.17% | |
| Monograph Wealth Advisors, Llc | 4.34% | 756,908 | $52,907,873 | $52,998,698 | +$90,825 | +0.17% | |
| Plancorp, Llc | 1.29% | 758,035 | $52,827,445 | $53,077,611 | +$250,166 | +0.47% | |
| Rw Investment Management Llc | 4.55% | 741,761 | $51,849,102 | $51,938,105 | +$89,003 | +0.17% | |
| Modera Wealth Management, Llc | 0.53% | 760,085 | $50,500,018 | $53,221,152 | +$2,721,134 | +5.39% | |
| Phillips Financial Management, Llc | 3.72% | 731,786 | $48,619,996 | $51,239,656 | +$2,619,660 | +5.39% | |
| Keb Asset Management, Llc | 7.75% | 685,036 | $47,884,032 | $47,966,221 | +$82,189 | +0.17% | |
| Sax Wealth Advisors, Llc | 1.35% | 711,697 | $47,285,156 | $49,833,024 | +$2,547,868 | +5.39% | |
| Three Arch Wealth Management Llc | 7.51% | 709,186 | $47,118,330 | $49,657,204 | +$2,538,874 | +5.39% | |
| Cetera Investment Advisers | 0.04% | 662,401 | $46,301,825 | $46,381,318 | +$79,493 | +0.17% | |
| Jpmorgan Chase & Co | 0.00% | 658,102 | $45,975,017 | $46,080,302 | +$105,285 | +0.23% | |
| Tumwater Wealth Management, Llc | 16.10% | 636,708 | $44,505,889 | $44,582,294 | +$76,405 | +0.17% | |
| Aspen Wealth Management Llc | 6.34% | 598,413 | $39,758,566 | $41,900,878 | +$2,142,312 | +5.39% |
Frequently asked questions about DFAT
Who are the largest institutional holders of DFAT?
The largest institutional holders of DFAT reported in the latest SEC Form 13F filings include Focus Partners Wealth, Creative Planning, Forum Financial Management, Lp, Index Fund Advisors, Inc., and Pure Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DFAT position.
What is DFAT institutional ownership?
This page tracks DFAT positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US TARGET VALUE (DFAT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAT?
InsiderSet currently tracks 783 institutional managers reporting DFAT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAT shareholders.
How much DFAT stock do institutions own?
Institutional investment managers disclosed approximately $10.93B in DFAT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAT institutional ownership last updated?
The latest DFAT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAT position after the reporting date.
Are institutions buying or selling DFAT?
Institutional buying and selling can be analyzed by comparing DFAT positions across consecutive 13F reporting periods. InsiderSet's DFAT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAT ownership changes.
How has DFAT institutional ownership changed over time?
InsiderSet tracks DFAT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.