DIMENSIONAL US TARGET VALUE (DFAT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.68B 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 $981.93M, representing an estimated gain of +16.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
817
Total Reported Value
$10.68B
Largest Holder
Creative Planning
Largest Position
$844.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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 | $981,930,386 | +$137,513,500 | +16.29% | |
| Focus Partners Wealth | 0.91% | 13,144,184 | $821,929,101 | $954,530,642 | +$132,601,541 | +16.13% | |
| Forum Financial Management, Lp | 9.32% | 10,383,581 | $725,812,346 | $754,055,652 | +$28,243,306 | +3.89% | |
| Index Fund Advisors, Inc. | 17.94% | 6,383,799 | $398,668,256 | $463,591,483 | +$64,923,227 | +16.29% | |
| Focus Partners Advisor Solutions, Llc | 3.60% | 5,716,140 | $356,949,829 | $415,106,087 | +$58,156,258 | +16.29% | |
| Pure Financial Advisors, Llc | 4.95% | 5,517,252 | $344,552,364 | $400,662,840 | +$56,110,476 | +16.29% | |
| Savant Capital, Llc | 1.44% | 4,783,669 | $298,740,149 | $347,390,043 | +$48,649,894 | +16.29% | |
| Ep Wealth Advisors, Llc | 1.32% | 4,301,015 | $268,598,417 | $312,339,709 | +$43,741,292 | +16.29% | |
| Jackson Thornton Wealth Management, Llc | 16.51% | 2,840,246 | $183,508,301 | $206,258,665 | +$22,750,364 | +12.40% | |
| Asset Dedication, Llc | 11.21% | 2,548,907 | $178,168,573 | $185,101,626 | +$6,933,053 | +3.89% | |
| Corient Private Wealth Llc | 0.24% | 2,644,999 | $164,729,387 | $192,079,827 | +$27,350,440 | +16.60% | |
| Apella Capital, Llc | 2.04% | 2,077,701 | $144,088,589 | $150,882,647 | +$6,794,058 | +4.72% | |
| Raymond James Financial Inc | 0.04% | 2,048,713 | $127,942,128 | $148,777,538 | +$20,835,410 | +16.29% | |
| Trust Co Of The South | 17.26% | 1,754,110 | $122,612,035 | $127,383,468 | +$4,771,433 | +3.89% | |
| Hightower Advisors, Llc | 0.12% | 1,800,523 | $112,442,624 | $130,753,980 | +$18,311,356 | +16.29% | |
| Truepoint, Inc. | 2.14% | 1,464,173 | $102,345,697 | $106,328,243 | +$3,982,546 | +3.89% | |
| Great Oak Capital Partners, Llc | 21.67% | 1,438,350 | $100,238,588 | $104,452,977 | +$4,214,389 | +4.20% | |
| Sequoia Financial Advisors | 0.49% | 1,391,428 | $97,260,824 | $101,045,501 | +$3,784,677 | +3.89% | |
| Mercer Global Advisors Inc | 0.14% | 1,552,638 | $96,962,223 | $112,752,572 | +$15,790,349 | +16.29% | |
| Bank Of America Corp | 0.01% | 1,531,232 | $95,625,421 | $111,198,068 | +$15,572,647 | +16.29% | |
| Earned Wealth Advisors, Llc | 6.24% | 1,495,511 | $93,394,642 | $108,604,009 | +$15,209,367 | +16.29% | |
| Smartleaf Asset Management Llc | 3.30% | 1,491,922 | $91,335,499 | $108,343,376 | +$17,007,877 | +18.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,178,115 | $79,573,993 | $85,554,711 | +$5,980,718 | +7.52% | |
| Sensible Money, Llc | 20.23% | 1,091,399 | $76,288,795 | $79,257,395 | +$2,968,600 | +3.89% | |
| Lpl Financial Llc | 0.02% | 1,210,319 | $75,584,447 | $87,893,366 | +$12,308,919 | +16.28% | |
| Premier Financial Group | 12.74% | 1,186,639 | $74,805,720 | $86,173,724 | +$11,368,004 | +15.20% | |
| Abacus Wealth Partners, Llc | 7.52% | 1,024,195 | $71,591,098 | $74,377,041 | +$2,785,943 | +3.89% | |
| Cerity Partners Llc | 0.10% | 1,125,679 | $70,298,758 | $81,746,809 | +$11,448,051 | +16.28% | |
| Evanson Asset Management, Llc | 3.62% | 1,080,817 | $67,497,025 | $78,488,931 | +$10,991,906 | +16.29% | |
| Allworth Financial Lp | 0.27% | 1,047,209 | $65,398,187 | $76,048,318 | +$10,650,131 | +16.29% | |
| Parkwoods Wealth Partners, Llc | 10.39% | 925,410 | $64,686,130 | $67,203,274 | +$2,517,144 | +3.89% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.95% | 922,732 | $64,498,941 | $67,008,798 | +$2,509,857 | +3.89% | |
| Team Hewins, Llc | 17.55% | 917,911 | $64,161,992 | $66,658,697 | +$2,496,705 | +3.89% | |
| Great Waters Wealth Management | 5.75% | 888,357 | $62,096,122 | $64,512,485 | +$2,416,363 | +3.89% | |
| Assetmark, Inc | 0.10% | 845,930 | $59,130,512 | $61,431,437 | +$2,300,925 | +3.89% | |
| Envestnet Asset Management Inc | 0.01% | 825,208 | $57,682,006 | $59,926,605 | +$2,244,599 | +3.89% | |
| Joel Isaacson & Co., Llc | 1.67% | 823,931 | $57,592,742 | $59,833,869 | +$2,241,127 | +3.89% | |
| Bayshore Asset Management, Llc | 20.40% | 816,647 | $57,083,610 | $59,304,905 | +$2,221,295 | +3.89% | |
| Modera Wealth Management, Llc | 0.57% | 770,649 | $53,868,342 | $55,964,530 | +$2,096,188 | +3.89% | |
| Mariner, Llc | 0.06% | 854,684 | $53,362,830 | $62,067,152 | +$8,704,322 | +16.31% | |
| Plancorp, Llc | 1.29% | 758,035 | $52,827,445 | $55,048,502 | +$2,221,057 | +4.20% | |
| Phillips Financial Management, Llc | 3.65% | 712,667 | $49,815,430 | $51,753,878 | +$1,938,448 | +3.89% | |
| Sax Wealth Advisors, Llc | 1.97% | 775,382 | $48,422,594 | $56,308,241 | +$7,885,647 | +16.29% | |
| Keb Asset Management, Llc | 7.75% | 685,036 | $47,884,032 | $49,747,314 | +$1,863,282 | +3.89% | |
| Rw Investment Management Llc | 4.61% | 762,703 | $47,630,756 | $55,387,492 | +$7,756,736 | +16.29% | |
| Three Arch Wealth Management Llc | 8.29% | 738,026 | $46,089,735 | $53,595,448 | +$7,505,713 | +16.28% | |
| Monograph Wealth Advisors, Llc | 4.33% | 731,710 | $45,695,307 | $53,136,780 | +$7,441,473 | +16.28% | |
| Tumwater Wealth Management, Llc | 16.10% | 636,708 | $44,505,889 | $46,237,735 | +$1,731,846 | +3.89% | |
| Aspen Wealth Management Llc | 6.94% | 584,682 | $40,869,286 | $42,459,607 | +$1,590,321 | +3.89% | |
| Cetera Investment Advisers | 0.04% | 650,733 | $40,638,288 | $47,256,230 | +$6,617,942 | +16.28% |
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.