DIMENSIONAL US TARGET VALUE (DFAT) Top Institutional Shareholders
DIMENSIONAL US TARGET VALUE (DFAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $10.05B in DFAT holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of DFAT tracked by InsiderSet, reporting ownership valued at approximately $844.42M in its March 31, 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 $918.38M, representing an estimated gain of +8.76% 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 Creative Planning, Focus Partners Wealth, 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
802
Total Reported Value
$10.05B
Largest Holder
Creative Planning
Largest Position
$844.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.57% | 13,521,487 | $844,416,886 | $918,379,397 | +$73,962,511 | +8.76% | |
| Focus Partners Wealth | 0.91% | 13,144,184 | $821,929,101 | $892,752,977 | +$70,823,876 | +8.62% | |
| Forum Financial Management, Lp | 9.14% | 10,349,578 | $646,331,117 | $702,943,338 | +$56,612,221 | +8.76% | |
| Index Fund Advisors, Inc. | 17.94% | 6,383,799 | $398,668,256 | $433,587,628 | +$34,919,372 | +8.76% | |
| Focus Partners Advisor Solutions, Llc | 3.60% | 5,716,140 | $356,949,829 | $388,240,229 | +$31,290,400 | +8.77% | |
| Pure Financial Advisors, Llc | 4.95% | 5,517,252 | $344,552,364 | $374,731,756 | +$30,179,392 | +8.76% | |
| Savant Capital, Llc | 1.44% | 4,783,669 | $298,740,149 | $324,906,798 | +$26,166,649 | +8.76% | |
| Ep Wealth Advisors, Llc | 1.32% | 4,301,015 | $268,598,417 | $292,124,939 | +$23,526,522 | +8.76% | |
| Jackson Thornton Wealth Management, Llc | 16.51% | 2,840,246 | $183,508,301 | $192,909,508 | +$9,401,207 | +5.12% | |
| Corient Private Wealth Llc | 0.24% | 2,644,999 | $164,729,387 | $179,648,332 | +$14,918,945 | +9.06% | |
| Apella Capital, Llc | 2.10% | 2,132,827 | $141,257,110 | $144,861,610 | +$3,604,500 | +2.55% | |
| Raymond James Financial Inc | 0.04% | 2,048,713 | $127,942,128 | $139,148,587 | +$11,206,459 | +8.76% | |
| Hightower Advisors, Llc | 0.12% | 1,800,523 | $112,442,624 | $122,291,522 | +$9,848,898 | +8.76% | |
| Trust Co Of The South | 17.98% | 1,790,490 | $111,816,107 | $121,610,081 | +$9,793,974 | +8.76% | |
| Mercer Global Advisors Inc | 0.14% | 1,552,638 | $96,962,223 | $105,455,173 | +$8,492,950 | +8.76% | |
| Bank Of America Corp | 0.01% | 1,531,232 | $95,625,421 | $104,001,277 | +$8,375,856 | +8.76% | |
| Earned Wealth Advisors, Llc | 6.24% | 1,495,511 | $93,394,642 | $101,575,107 | +$8,180,465 | +8.76% | |
| Great Oak Capital Partners, Llc | 21.56% | 1,432,301 | $92,655,554 | $97,281,884 | +$4,626,330 | +4.99% | |
| Truepoint, Inc. | 2.06% | 1,481,170 | $92,499,080 | $100,601,066 | +$8,101,986 | +8.76% | |
| Smartleaf Asset Management Llc | 3.30% | 1,491,922 | $91,335,499 | $101,331,342 | +$9,995,843 | +10.94% | |
| Plancorp, Llc | 2.56% | 1,394,118 | $90,073,967 | $94,688,495 | +$4,614,528 | +5.12% | |
| Sequoia Financial Advisors | 0.48% | 1,373,292 | $85,762,095 | $93,273,993 | +$7,511,898 | +8.76% | |
| Abacus Wealth Partners, Llc | 7.74% | 1,357,119 | $84,752,086 | $92,175,522 | +$7,423,436 | +8.76% | |
| Lpl Financial Llc | 0.02% | 1,210,319 | $75,584,447 | $82,204,866 | +$6,620,419 | +8.76% | |
| Premier Financial Group | 12.74% | 1,186,639 | $74,805,720 | $80,596,521 | +$5,790,801 | +7.74% | |
| Cerity Partners Llc | 0.10% | 1,125,679 | $70,298,758 | $76,456,118 | +$6,157,360 | +8.76% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 1,078,809 | $67,706,065 | $73,272,707 | +$5,566,642 | +8.22% | |
| Evanson Asset Management, Llc | 3.62% | 1,080,817 | $67,497,025 | $73,409,091 | +$5,912,066 | +8.76% | |
| Sensible Money, Llc | 20.30% | 1,068,341 | $66,717,927 | $72,561,721 | +$5,843,794 | +8.76% | |
| Allworth Financial Lp | 0.27% | 1,047,209 | $65,398,187 | $71,126,435 | +$5,728,248 | +8.76% | |
| Team Hewins, Llc | 17.08% | 920,291 | $57,472,174 | $62,506,165 | +$5,033,991 | +8.76% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.99% | 914,073 | $57,083,867 | $62,083,838 | +$4,999,971 | +8.76% | |
| Parkwoods Wealth Partners, Llc | 13.97% | 912,352 | $56,976,382 | $61,966,948 | +$4,990,566 | +8.76% | |
| Mariner, Llc | 0.06% | 854,684 | $53,362,830 | $58,050,137 | +$4,687,307 | +8.78% | |
| Great Waters Wealth Management | 5.64% | 853,409 | $53,295,404 | $57,963,539 | +$4,668,135 | +8.76% | |
| Bayshore Asset Management, Llc | 20.78% | 835,709 | $52,190,015 | $56,761,355 | +$4,571,340 | +8.76% | |
| Joel Isaacson & Co., Llc | 1.68% | 813,483 | $50,802,011 | $55,251,765 | +$4,449,754 | +8.76% | |
| Rw Investment Management Llc | 4.61% | 762,703 | $47,630,756 | $51,802,788 | +$4,172,032 | +8.76% | |
| Phillips Financial Management, Llc | 3.43% | 757,816 | $47,325,475 | $51,470,863 | +$4,145,388 | +8.76% | |
| Three Arch Wealth Management Llc | 8.29% | 738,026 | $46,089,735 | $50,126,726 | +$4,036,991 | +8.76% | |
| Modera Wealth Management, Llc | 0.55% | 733,725 | $45,821,114 | $49,834,602 | +$4,013,488 | +8.76% | |
| Monograph Wealth Advisors, Llc | 4.33% | 731,710 | $45,695,307 | $49,697,743 | +$4,002,436 | +8.76% | |
| Sax Wealth Advisors, Llc | 2.18% | 757,412 | $45,096,309 | $51,443,423 | +$6,347,114 | +14.07% | |
| Envestnet Asset Management Inc | 0.01% | 687,802 | $42,953,219 | $46,715,512 | +$3,762,293 | +8.76% | |
| Keb Asset Management, Llc | 8.23% | 687,667 | $42,944,775 | $46,706,343 | +$3,761,568 | +8.76% | |
| Cetera Investment Advisers | 0.04% | 650,733 | $40,638,288 | $44,197,785 | +$3,559,497 | +8.76% | |
| Tumwater Wealth Management, Llc | 15.79% | 628,735 | $39,264,501 | $42,703,681 | +$3,439,180 | +8.76% | |
| Jones Financial Companies Lllp | 0.02% | 633,944 | $39,013,951 | $43,057,476 | +$4,043,525 | +10.36% | |
| Richard Young Associates, Ltd. | 26.51% | 558,976 | $34,908,033 | $37,965,650 | +$3,057,617 | +8.76% | |
| Aspen Wealth Management Llc | 6.68% | 536,210 | $33,486,334 | $36,419,383 | +$2,933,049 | +8.76% |
Frequently asked questions about DFAT
Who owns the most DFAT stock?
The largest holders of DFAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US TARGET VALUE (DFAT).
Is DFAT widely held by superinvestors?
Many widely followed stocks like DFAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.