DIMENSIONAL US TARGET VALUE (DFAT) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US TARGET VALUE (DFAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Raymond James Financial Inc, Jones Financial Companies Lllp, Cerity Partners Llc, and Pure Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+137,406+20.0%825,208$57.68MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+10,669—10,669$745.76KQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,004—4,004$279.88KQ2 2026Sep 23, 2026
Premier Financial GroupSell-3,828-0.3%1,182,811$82.68MQ2 2026Sep 21, 2026
Cherry Tree Wealth Management, LlcSell-596-0.7%87,969$6.15MQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-17-0.1%11,607$811.33KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+2,901+6.1%50,761$3.55MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,364+27.0%11,111$776.63KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+61,671—61,671$4.31MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-843,406-31.9%1,801,593$125.93MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Sell-1,833-8.6%19,531$1.37MQ2 2026Aug 25, 2026
Gill Capital Partners, LlcSell-918-84.3%171$11.98KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-327-0.9%35,172$2.46MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+129,123+8.3%1,681,761$117.56MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-5,850-1.9%301,249$21.06MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+194,707+3.5%5,711,959$399.27MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+22,100+6.5%363,048$25.38MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+2,890—2,890$202.02KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,531+9.5%17,713$1.24MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-203-2.1%9,576$668.99KQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+129+0.1%92,368$6.46MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+32+0.3%10,445$730.11KQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-19-0.6%3,304$230.95KQ2 2026Aug 17, 2026
Raymond James Financial IncSell-213,946-10.4%1,834,767$128.25MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+212,905+33.6%846,849$59.20MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+209,854+18.6%1,335,533$93.35MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+87,526+5.7%1,618,758$113.15MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+62,913—62,913$4.40MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+56,593+14.5%447,591$31.29MQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-33,726-15.7%181,265$12.67MQ2 2026Aug 14, 2026
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Frequently asked questions about DFAT activity

  • Which institutional owners are buying DFAT?

    Institutional owners buying DFAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFAT activity?

    "Buy" means an investor increased their reported position in DFAT compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US TARGET VALUE (DFAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFAT increasing?

    Institutional interest in DFAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.