Dimensional US Target ValueDFATETF
13F holders, Q1 2024 (March 31)599holders
1famous investor
$54.40avg. 13F price*
At the end of Q1 2024, 599 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings. The largest holders were Creative Planning ($745.4M), Buckingham Strategic Wealth, LLC ($688.4M) and Forum Financial Management, LP ($494.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $31.9M |
| Exits | 31 | $15.5M |
Ownership 599 holders
| Creative Planning | 0.83% | Add +0.4% | 13,695,016 | $745.4M |
| Buckingham Strategic Wealth, LLC | 7.27% | Reduce -0.4% | 12,646,874 | $688.4M |
| Forum Financial Management, LP | 8.45% | Reduce -0.9% | 9,086,153 | $494.6M |
| Index Fund Advisors, Inc. | 23.24% | Reduce -1.4% | 7,732,381 | $420.9M |
| Savant Capital, LLC | 3.01% | Reduce -11.3% | 4,817,359 | $262.2M |
| Focus Partners Advisor Solutions, LLC | 5.88% | Add +38.7% | 3,735,668 | $203.3M |
| Mercer Global Advisors Inc. | 0.44% | Reduce -2.4% | 2,847,560 | $155.0M |
| Corient Private Wealth LP | 0.27% | Add +0.7% | 2,768,344 | $150.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.3% | 2,716,941 | $147.9M |
| Jackson Thornton Wealth Management, LLC | 23.65% | Add +1.6% | 2,562,184 | $139.5M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +3.0% | 2,295,880 | $125.0M |
| Pure Financial Advisors, LLC | 3.51% | Add +16.2% | 2,062,366 | $112.3M |
| HighTower Advisors, LLC | 0.18% | Add +262.4% | 2,032,513 | $110.6M |
| Asset Dedication, LLC | 8.04% | Add +5.8% | 1,979,614 | $107.8M |
| Trust Co of the South | 23.45% | Reduce -2.4% | 1,864,868 | $101.5M |
| RW Investment Management LLC | 13.77% | Add +6.3% | 1,817,725 | $98.9M |
| Willow Creek Wealth Management Inc. | 11.30% | Add +1.6% | 1,775,099 | $96.6M |
| Plancorp, LLC | 3.95% | Reduce -2.5% | 1,670,937 | $90.9M |
| Truepoint, Inc. | 2.43% | Reduce -3.2% | 1,573,506 | $85.6M |
| Apella Capital, LLC | 3.93% | Add +2.6% | 1,452,640 | $77.8M |
| EP Wealth Advisors, LLC | 0.84% | Add +4.3% | 1,317,564 | $71.7M |
| Abacus Wealth Partners, LLC | 11.19% | Reduce -2.7% | 1,225,236 | $66.7M |
| Evanson Asset Management, LLC | 4.64% | Reduce -1.4% | 1,143,992 | $62.3M |
| Great Oak Capital Partners, LLC | 25.28% | Add +12.1% | 1,046,514 | $57.0M |
| Team Hewins, LLC | 22.03% | Reduce -0.2% | 1,005,673 | $54.7M |
| Sax Wealth Advisors, LLC | 5.69% | Add +26.6% | 894,850 | $48.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.23% | Reduce -2.0% | 889,482 | $48.4M |
| Modera Wealth Management, LLC | 0.73% | Reduce -0.8% | 880,923 | $47.9M |
| Bayshore Asset Management, LLC | 23.49% | Reduce -1.6% | 880,215 | $47.9M |
| Bank of America Corp. | 0.00% | Add +0.2% | 879,811 | $47.9M |
| Merriman Wealth Management, LLC | 2.13% | Add +1.6% | 876,756 | $47.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.45% | Add +0.9% | 856,066 | $46.6M |
| Earned Wealth Advisors, LLC | 17.02% | Reduce -1.1% | 818,186 | $44.5M |
| ML & R Wealth Management LLC | 10.17% | Reduce -5.7% | 813,319 | $44.3M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.8% | 742,460 | $40.4M |
| Sequoia Financial Advisors, LLC | 0.49% | Add +2.1% | 718,356 | $39.1M |
| LPL Financial LLC | 0.02% | Add +4.8% | 690,859 | $37.6M |
| Sensible Money, LLC | 19.61% | Add +4.4% | 670,129 | $36.5M |
| Monograph Wealth Advisors, LLC | 5.27% | Add +6.5% | 659,423 | $35.9M |
| MBB Public Markets I LLC | 2.27% | Reduce -46.8% | 650,991 | $35.4M |
| Hill Investment Group Partners, LLC | 4.86% | Reduce -3.2% | 632,895 | $34.4M |
| Keb Asset Management, LLC | 11.73% | Reduce -0.0% | 630,859 | $34.3M |
| Joel Isaacson & Co., LLC | 1.87% | Add +4.7% | 628,078 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -5.8% | 594,283 | $32.3M |
| Efficient Frontier Advisors LLC | 24.67% | Add +2.6% | 572,227 | $31.1M |
| Mariner, LLC | 0.06% | Add +17.2% | 555,439 | $30.2M |
| Beaird Harris Wealth Management, LLC | 2.90% | Reduce -1.0% | 546,052 | $29.7M |
| TFC Financial Management, Inc. | 5.18% | Reduce -1.5% | 535,565 | $29.2M |
| FMFE Wealth Management, LLC | 26.58% | Reduce -0.3% | 532,451 | $29.0M |
| TCI Wealth Advisors, Inc. | 2.82% | Reduce -2.5% | 524,987 | $28.6M |
| Foster Group, Inc. | 1.42% | Reduce -2.2% | 524,657 | $28.6M |
| Cerity Partners LLC | 0.07% | Add +1.8% | 516,821 | $28.1M |
| Assetmark, Inc. | 0.09% | Add +1.2% | 514,449 | $28.0M |
| Choreo, LLC | 0.71% | Reduce -2.5% | 509,175 | $27.7M |
| Allworth Financial LP | 0.20% | Reduce -0.6% | 508,503 | $27.7M |
| EnRich Financial Partners LLC | 10.32% | Add +3.8% | 506,304 | $27.6M |
| Kraft Asset Management, LLC | 22.06% | Reduce -6.5% | 503,345 | $27.4M |
| Meritas Wealth Management, LLC | 17.88% | Reduce -1.0% | 471,851 | $25.7M |
| Great Waters Wealth Management | 4.19% | Add +8.0% | 470,906 | $25.6M |
| Watchman Group, Inc. | 7.47% | Add +0.2% | 454,055 | $24.7M |
| Squire Investment Management Company, LLC | 15.11% | Add +1.4% | 440,516 | $24.0M |
| Planning Center, Inc. | 5.20% | Add +2.5% | 439,251 | $23.9M |
| Pathstone Holdings, LLC | 0.11% | Add +0.5% | 434,840 | $23.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.6% | 433,554 | $23.6M |
| Cetera Investment Advisers | 0.06% | Add +52.1% | 428,015 | $23.3M |
| Conrad Siegel Investment Advisors, Inc. | 6.77% | Add +2816.7% | 425,165 | $23.1M |
| TFO Wealth Partners, LLC | 4.47% | Reduce -2.0% | 423,220 | $23.0M |
| WPWealth LLP | 5.76% | Add +5.5% | 409,868 | $22.3M |
| Lauterbach Financial Advisors, LLC | 13.99% | Reduce -7.4% | 391,542 | $21.3M |
| PBMares Wealth Management LLC | 5.50% | Reduce -1.3% | 388,091 | $21.1M |
| Larson Financial Group LLC | 1.62% | Reduce -1.5% | 386,177 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.0% | 383,176 | $20.9M |
| Phillips Financial Management, LLC | 1.69% | Add +6.2% | 379,533 | $20.7M |
| UBS Group AG | 0.01% | Add +9.0% | 377,346 | $20.5M |
| Allen Capital Group, LLC | 2.95% | Add +42.1% | 373,499 | $20.3M |
| Mosaic Family Wealth Partners, LLC | 3.32% | Add +11.1% | 370,045 | $20.1M |
| Tillman Hartley LLC | 6.60% | Reduce -1.5% | 352,318 | $19.2M |
| First Command Advisory Services, Inc. | 0.20% | Add +16.8% | 348,533 | $19.0M |
| Dopkins Wealth Management, LLC | 11.32% | Add +6.3% | 345,307 | $18.8M |
| Disciplined Equity Management, Inc. | 12.48% | Add +3.9% | 345,107 | $18.8M |
| Cardiff Park Advisors, LLC | 1.77% | Add +1.9% | 341,275 | $18.6M |
| Quantum Financial Advisors, LLC | 3.33% | Reduce -3.5% | 332,002 | $18.1M |
| MML Investors Services, LLC | 0.07% | Add +16.0% | 320,163 | $17.4M |
| Exencial Wealth Advisors, LLC | 0.63% | Add +376.6% | 311,818 | $17.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +2776.0% | 309,829 | $16.9M |
| Mather Group, Llc. | 0.26% | Reduce -0.3% | 319,943 | $16.7M |
| Triune Financial Partners, LLC | 5.78% | Reduce -0.1% | 305,772 | $16.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.2% | 301,559 | $16.4M |
| Adero Partners, LLC | 1.24% | Reduce -2.5% | 300,300 | $16.3M |
| Rf&l Wealth Management, LLC | 12.51% | Reduce -1.0% | 298,385 | $16.2M |
| Cambridge Financial Group, LLC | 7.65% | Add +8.4% | 295,737 | $16.1M |
| Libra Wealth LLC | 6.94% | Reduce -1.0% | 290,944 | $15.8M |
| New England Private Wealth Advisors LLC | 2.77% | Add +0.9% | 290,425 | $15.8M |
| Lakeshore Financial Planning, Inc. | 7.91% | Reduce -1.8% | 287,309 | $15.6M |
| RS Crum Inc. | 4.21% | Reduce -0.2% | 283,804 | $15.4M |
| AE Wealth Management LLC | 0.17% | Add +7.0% | 273,884 | $14.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 13.12% | Add +1.1% | 273,741 | $14.9M |
| Compass Advisory Group LLC | 6.58% | Add +2.4% | 273,562 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +12.5% | 263,531 | $14.3M |
| BlueSky Wealth Advisors, LLC | 11.18% | Add +2.1% | 262,399 | $14.3M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.