Dimensional US Target ValueDFATETF
13F holders, Q2 2026 (June 30)861holders +40
64new positions
25sold out
4famous investors
$69.83avg. 13F price*
At the end of Q2 2026, 861 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 40 from Q1 2026. 64 opened new positions and 25 sold out. The largest holders were Creative Planning ($930.0M), Focus Partners Wealth ($873.2M) and Forum Financial Management, LP ($725.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Dimensional US Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $42.2M |
| Exits | 25 | $12.5M |
All 13F filers, Q1 2026 → Q2 2026: 5,430,753 shares bought and 4,554,500 shares sold, net +876,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 861 holders
| Creative Planning | 0.54% | Reduce -1.6% | 13,305,154 | $930.0M |
| Focus Partners Wealth | 0.90% | Reduce -5.0% | 12,491,981 | $873.2M |
| Forum Financial Management, LP | 9.32% | Add +0.3% | 10,383,581 | $725.8M |
| Index Fund Advisors, Inc. | 17.56% | Reduce -0.9% | 6,328,437 | $442.4M |
| Pure Financial Advisors, LLC | 5.13% | Add +3.5% | 5,711,959 | $399.3M |
| Focus Partners Advisor Solutions, LLC | 3.34% | Reduce -1.5% | 5,632,475 | $393.7M |
| Savant Capital, LLC | 1.10% | Add +11.8% | 5,350,293 | $375.0M |
| EP Wealth Advisors, LLC | 1.27% | Add +10.5% | 4,751,916 | $332.2M |
| Jackson Thornton Wealth Management, LLC | 15.55% | Reduce -0.9% | 2,814,122 | $196.7M |
| Asset Dedication, LLC | 11.21% | Add +0.3% | 2,548,907 | $178.2M |
| Apella Capital, LLC | 2.04% | Reduce -2.6% | 2,077,701 | $144.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -10.4% | 1,834,767 | $128.3M |
| Corient Private Wealth LP | 0.17% | Reduce -31.9% | 1,801,593 | $125.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -0.8% | 1,785,984 | $124.8M |
| Trust Co of the South | 17.26% | Reduce -2.0% | 1,754,110 | $122.6M |
| Mercer Global Advisors Inc. | 0.15% | Add +8.3% | 1,681,761 | $117.6M |
| Bank of America Corp. | 0.01% | Add +5.7% | 1,618,758 | $113.2M |
| Earned Wealth Advisors, LLC | 6.80% | Add +0.7% | 1,505,769 | $105.3M |
| Smartleaf Asset Management LLC | 3.39% | No change | 1,491,922 | $104.2M |
| Truepoint, Inc. | 2.14% | Reduce -1.1% | 1,464,173 | $102.3M |
| Great Oak Capital Partners, LLC | 21.67% | Add +0.4% | 1,438,350 | $100.2M |
| Sequoia Financial Advisors, LLC | 0.49% | Add +1.3% | 1,391,428 | $97.3M |
| Cerity Partners LLC | 0.11% | Add +18.6% | 1,335,533 | $93.4M |
| LPL Financial LLC | 0.02% | Add +4.0% | 1,258,840 | $88.0M |
| Premier Financial Group | 16.63% | Reduce -0.3% | 1,182,811 | $82.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +9.2% | 1,178,115 | $79.6M |
| Sensible Money, LLC | 20.23% | Add +2.2% | 1,091,399 | $76.3M |
| Evanson Financial, LLC | 3.73% | — | 1,090,019 | $76.2M |
| Allworth Financial LP | 0.32% | Add +1.3% | 1,060,969 | $74.2M |
| Abacus Wealth Partners, LLC | 7.52% | Reduce -24.5% | 1,024,195 | $71.6M |
| Parkwoods Wealth Partners, LLC | 10.39% | Add +1.4% | 925,410 | $64.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.95% | Add +0.9% | 922,732 | $64.5M |
| Team Hewins, LLC | 17.55% | Reduce -0.3% | 917,911 | $64.2M |
| Great Waters Wealth Management | 5.75% | Add +4.1% | 888,357 | $62.1M |
| Jones Financial Companies LLLP | 0.02% | Add +33.6% | 846,849 | $59.2M |
| Assetmark, Inc. | 0.10% | Add +81.1% | 845,930 | $59.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.0% | 825,208 | $57.7M |
| Joel Isaacson & Co., LLC | 1.67% | Add +1.3% | 823,931 | $57.6M |
| Bayshore Asset Management, LLC | 20.40% | Reduce -2.3% | 816,647 | $57.1M |
| Mariner, LLC | 0.06% | Reduce -7.9% | 787,152 | $55.0M |
| Modera Wealth Management, LLC | 0.57% | Add +5.0% | 770,649 | $53.9M |
| Monograph Wealth Advisors, LLC | 4.34% | Add +3.4% | 756,908 | $52.9M |
| Plancorp, LLC | 1.29% | Reduce -45.6% | 758,035 | $52.8M |
| RW Investment Management LLC | 4.55% | Reduce -2.8% | 741,761 | $51.8M |
| Three Arch Wealth Management LLC | 7.84% | Reduce -1.0% | 730,943 | $51.1M |
| Phillips Financial Management, LLC | 3.65% | Reduce -6.0% | 712,667 | $49.8M |
| Sax Wealth Advisors, LLC | 1.97% | Add +2.4% | 775,382 | $48.4M |
| Keb Asset Management, LLC | 7.75% | Reduce -0.4% | 685,036 | $47.9M |
| Cetera Investment Advisers | 0.04% | Add +1.8% | 662,401 | $46.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 658,102 | $46.0M |
| Tumwater Wealth Management, LLC | 16.10% | Add +1.3% | 636,708 | $44.5M |
| Aspen Wealth Management LLC | 6.94% | Add +9.0% | 584,682 | $40.9M |
| Richard Young Associates, Ltd. | 25.95% | Reduce -0.1% | 558,629 | $39.0M |
| Confluence Wealth Services, Inc. | 1.11% | Add +21.3% | 554,562 | $38.8M |
| Financial Harvest, LLC | 15.55% | Add +6.0% | 538,074 | $37.6M |
| UBS Group AG | 0.01% | Add +17.0% | 529,301 | $37.0M |
| Mosaic Family Wealth Partners, LLC | 2.39% | Add +3.5% | 505,941 | $35.4M |
| EnRich Financial Partners LLC | 8.38% | Reduce -3.3% | 504,548 | $35.3M |
| Beaird Harris Wealth Management, LLC | 2.07% | Reduce -2.6% | 472,417 | $33.0M |
| Summit Financial Strategies, Inc. | 2.32% | Add +5.8% | 472,327 | $33.0M |
| Planning Center, Inc. | 3.08% | Reduce -0.1% | 467,301 | $32.7M |
| TCI Wealth Advisors, Inc. | 1.41% | Reduce -1.2% | 465,341 | $32.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.3% | 461,947 | $32.3M |
| NorthAvenue LLC | 22.79% | Add +3.2% | 455,179 | $31.8M |
| AE Wealth Management LLC | 0.15% | Add +3.2% | 454,658 | $31.8M |
| Babb Wealth Advisors LLC | 15.29% | Add +3.6% | 453,835 | $31.7M |
| AQR Capital Management | 0.01% | Add +14.5% | 447,591 | $31.3M |
| Conrad Siegel Investment Advisors, Inc. | 5.07% | Add +1.1% | 445,523 | $31.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.51% | Reduce -9.8% | 436,219 | $30.5M |
| Squire Investment Management Company, LLC | 7.27% | Reduce -0.2% | 432,120 | $30.2M |
| Watchman Group, Inc. | 6.74% | Add +0.3% | 431,658 | $30.2M |
| Disciplined Equity Management, Inc. | 13.28% | Add +3.6% | 429,100 | $30.0M |
| Allen Capital Group, LLC | 2.42% | Add +0.8% | 421,972 | $29.5M |
| TFC Financial Management, Inc. | 3.19% | Add +0.6% | 411,492 | $28.8M |
| Cambridge Financial Group, LLC | 8.93% | Add +4.0% | 405,762 | $28.4M |
| Meritas Wealth Management, LLC | 11.01% | Reduce -0.4% | 403,496 | $28.2M |
| Lauterbach Financial Advisors, LLC | 11.74% | Add +0.2% | 390,415 | $27.3M |
| First Command Advisory Services, Inc. | 0.16% | Reduce -19.3% | 387,111 | $27.0M |
| Foster Group, Inc. | 0.72% | Reduce -2.2% | 385,529 | $26.9M |
| Master's Wealth Management Inc. | 8.09% | Add +5.6% | 384,734 | $26.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.55% | Add +2.9% | 384,676 | $26.9M |
| TFO Wealth Partners, LLC | 2.90% | Reduce -3.8% | 381,720 | $26.7M |
| Betterment LLC | 0.04% | Add +3.7% | 380,189 | $26.6M |
| Mission Wealth Management, LP | 0.33% | Add +86.9% | 373,158 | $26.1M |
| Eclectic Associates Inc. | 2.94% | Add +5.6% | 369,252 | $25.8M |
| Triune Financial Partners, LLC | 5.35% | Add +3.1% | 366,685 | $25.6M |
| Sterling Wealth Management, Inc. | 6.34% | Add +0.2% | 365,048 | $25.5M |
| Equitable Holdings, Inc. | 0.15% | Add +6.5% | 363,048 | $25.4M |
| Elser Financial Planning, Inc | 1.09% | Reduce -3.0% | 358,376 | $25.1M |
| Truist Financial Corp. | 0.03% | Add +15.8% | 355,243 | $24.8M |
| Guardian Wealth Management, LLC | 6.91% | Reduce -1.3% | 352,499 | $24.6M |
| BlackRock, Inc. | 0.00% | Add +37.4% | 349,809 | $24.5M |
| Visionary Wealth Advisors | 0.95% | Reduce -0.5% | 344,964 | $24.1M |
| Choreo, LLC | 0.26% | Reduce -0.6% | 343,578 | $24.0M |
| Tillman Hartley LLC | 5.21% | Reduce -2.5% | 331,926 | $23.2M |
| Kelly Financial Group LLC | 5.12% | Add +0.8% | 329,931 | $23.1M |
| RS Crum Inc. | 4.28% | Add +1.3% | 326,265 | $22.8M |
| Farther Finance Advisors, LLC | 0.18% | Add +21.0% | 325,065 | $22.7M |
| Kilner Capital Advisors, LLC | 19.11% | Add +0.5% | 319,755 | $22.3M |
| Atlantic Union Bankshares Corp | 0.37% | Add +7.2% | 315,251 | $22.0M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.