DIMENSIONAL US TARGET VALUE (DFAT) Institutional Ownership and Insiders Activity

DIMENSIONAL US TARGET VALUE (DFAT) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $97.87M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $97.26M in DFAT holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.