Dimensional US Target ValueDFATETF
13F holders, Q2 2024 (June 30)619holders +20
38new positions
26sold out
4famous investors
$51.77avg. 13F price*
At the end of Q2 2024, 619 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 20 from Q1 2024. 38 opened new positions and 26 sold out. The largest holders were Creative Planning ($739.2M), Buckingham Strategic Wealth, LLC ($645.1M) and Forum Financial Management, LP ($447.6M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $32.9M |
| Exits | 26 | $40.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,864,572 shares bought and 3,190,184 shares sold, net +2,674,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 619 holders
| Creative Planning | 0.79% | Add +4.1% | 14,250,654 | $739.2M |
| Buckingham Strategic Wealth, LLC | 6.68% | Reduce -1.6% | 12,437,755 | $645.1M |
| Forum Financial Management, LP | 8.10% | Reduce -5.0% | 8,629,041 | $447.6M |
| Index Fund Advisors, Inc. | 22.02% | Reduce -2.9% | 7,507,263 | $389.4M |
| Savant Capital, LLC | 2.52% | Add +0.6% | 4,846,930 | $251.4M |
| Focus Partners Advisor Solutions, LLC | 5.03% | Reduce -1.1% | 3,694,919 | $191.7M |
| Corient Private Wealth LP | 0.25% | Add +0.5% | 2,780,751 | $144.2M |
| Pure Financial Advisors, LLC | 3.97% | Add +33.9% | 2,760,747 | $143.2M |
| Jackson Thornton Wealth Management, LLC | 21.68% | Add +6.6% | 2,730,641 | $141.6M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -6.9% | 2,650,551 | $137.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.8% | 2,397,565 | $124.4M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +2.5% | 2,353,277 | $122.1M |
| Asset Dedication, LLC | 7.57% | Add +6.3% | 2,103,304 | $109.1M |
| HighTower Advisors, LLC | 0.17% | Add +1.4% | 2,061,399 | $106.9M |
| RW Investment Management LLC | 13.26% | Add +4.0% | 1,889,949 | $98.0M |
| Trust Co of the South | 22.61% | Reduce -1.3% | 1,840,582 | $95.5M |
| Willow Creek Wealth Management Inc. | 10.66% | Add +1.8% | 1,807,327 | $93.7M |
| Plancorp, LLC | 3.73% | Reduce -0.8% | 1,658,220 | $86.0M |
| Apella Capital, LLC | 3.75% | Add +13.3% | 1,646,159 | $84.0M |
| EP Wealth Advisors, LLC | 0.86% | Add +18.4% | 1,560,315 | $80.9M |
| Truepoint, Inc. | 2.21% | Reduce -5.1% | 1,493,870 | $77.5M |
| Abacus Wealth Partners, LLC | 10.42% | Reduce -1.1% | 1,211,927 | $62.9M |
| Great Oak Capital Partners, LLC | 23.33% | Add +13.1% | 1,183,352 | $62.0M |
| Evanson Asset Management, LLC | 4.32% | Reduce -1.2% | 1,130,759 | $58.7M |
| Team Hewins, LLC | 21.48% | Reduce -0.9% | 996,747 | $51.7M |
| Merriman Wealth Management, LLC | 2.07% | Add +4.0% | 911,351 | $47.3M |
| Bank of America Corp. | 0.00% | Add +3.0% | 906,256 | $47.0M |
| Sax Wealth Advisors, LLC | 4.45% | Add +0.7% | 900,734 | $46.7M |
| Bayshore Asset Management, LLC | 23.12% | Add +0.7% | 886,486 | $46.0M |
| Modera Wealth Management, LLC | 0.67% | Reduce -0.1% | 880,387 | $45.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.14% | Reduce -1.1% | 879,418 | $45.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.31% | Reduce -1.9% | 839,855 | $43.6M |
| Earned Wealth Advisors, LLC | 16.01% | Reduce -0.7% | 812,623 | $42.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +3.8% | 770,874 | $40.0M |
| LPL Financial LLC | 0.02% | Add +11.4% | 769,319 | $39.9M |
| Sequoia Financial Advisors, LLC | 0.47% | Add +5.0% | 754,606 | $39.1M |
| Monograph Wealth Advisors, LLC | 5.57% | Add +11.4% | 734,326 | $38.1M |
| Sensible Money, LLC | 18.35% | Add +8.2% | 725,323 | $37.6M |
| MBB Public Markets I LLC | 0.78% | Add +11.3% | 724,885 | $37.6M |
| Hill Investment Group Partners, LLC | 4.79% | Add +0.6% | 636,424 | $35.5M |
| Cerity Partners LLC | 0.09% | Add +28.7% | 665,314 | $34.5M |
| Joel Isaacson & Co., LLC | 1.78% | Add +3.9% | 652,351 | $33.8M |
| Keb Asset Management, LLC | 10.97% | Reduce -0.3% | 629,164 | $32.6M |
| Symmetry Partners, LLC | 1.58% | Add +130.1% | 592,865 | $30.8M |
| Mariner, LLC | 0.06% | Add +4.8% | 581,807 | $30.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -3.4% | 573,856 | $29.8M |
| Elser Financial Planning, Inc | 4.78% | — | 552,038 | $28.6M |
| Allworth Financial LP | 0.18% | Add +2.6% | 521,684 | $28.6M |
| TFC Financial Management, Inc. | 4.90% | Add +0.6% | 538,659 | $27.9M |
| FMFE Wealth Management, LLC | 25.82% | Add +0.6% | 535,869 | $27.8M |
| Great Waters Wealth Management | 4.21% | Add +12.8% | 530,985 | $27.5M |
| Assetmark, Inc. | 0.08% | Add +1.1% | 520,273 | $27.0M |
| Foster Group, Inc. | 1.06% | Reduce -1.2% | 518,186 | $26.9M |
| Beaird Harris Wealth Management, LLC | 2.52% | Reduce -5.5% | 516,159 | $26.8M |
| TCI Wealth Advisors, Inc. | 2.52% | Reduce -2.0% | 514,581 | $26.7M |
| EnRich Financial Partners LLC | 9.72% | Add +0.9% | 510,802 | $26.5M |
| Choreo, LLC | 0.44% | Add +0.1% | 509,755 | $26.2M |
| Efficient Frontier Advisors LLC | 18.23% | Reduce -12.8% | 498,684 | $25.9M |
| Kraft Asset Management, LLC | 20.69% | Reduce -5.7% | 474,479 | $24.6M |
| Cetera Investment Advisers | 0.06% | Add +10.2% | 471,716 | $24.5M |
| Meritas Wealth Management, LLC | 17.00% | Reduce -1.5% | 464,688 | $24.1M |
| Watchman Group, Inc. | 7.58% | Add +0.9% | 457,985 | $23.8M |
| Planning Center, Inc. | 3.02% | Add +1.5% | 445,875 | $23.1M |
| WPWealth LLP | 5.54% | Add +7.9% | 442,309 | $22.9M |
| Squire Investment Management Company, LLC | 13.00% | Add +0.3% | 441,960 | $22.9M |
| UBS Group AG | 0.01% | Add +15.0% | 433,794 | $22.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.7% | 426,003 | $22.1M |
| Pathstone Holdings, LLC | 0.10% | Reduce -3.3% | 420,628 | $21.8M |
| TFO Wealth Partners, LLC | 4.23% | Reduce -1.6% | 416,632 | $21.6M |
| Phillips Financial Management, LLC | 1.74% | Add +7.0% | 406,212 | $21.1M |
| Lauterbach Financial Advisors, LLC | 13.71% | Reduce -0.2% | 390,850 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.2% | 399,202 | $20.7M |
| PBMares Wealth Management LLC | 4.98% | Add +0.8% | 391,055 | $20.3M |
| Conrad Siegel Investment Advisors, Inc. | 5.84% | Reduce -8.9% | 387,434 | $20.1M |
| Mosaic Family Wealth Partners, LLC | 3.23% | Add +4.6% | 386,980 | $20.1M |
| Larson Financial Group LLC | 1.36% | Reduce -0.7% | 383,321 | $19.9M |
| First Command Advisory Services, Inc. | 0.20% | Add +8.1% | 376,651 | $19.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +21.3% | 375,944 | $19.5M |
| Allen Capital Group, LLC | 2.72% | Reduce -0.3% | 372,502 | $19.3M |
| Cardiff Park Advisors, LLC | 1.80% | Add +5.7% | 360,591 | $18.7M |
| Exencial Wealth Advisors, LLC | 0.69% | Add +13.3% | 353,149 | $18.3M |
| Tillman Hartley LLC | 6.19% | Reduce -0.8% | 349,329 | $18.1M |
| Disciplined Equity Management, Inc. | 11.92% | Add +1.1% | 348,737 | $18.1M |
| Simplicity Wealth,LLC | 0.39% | New | 336,453 | $17.5M |
| Dopkins Wealth Management, LLC | 10.60% | Reduce -2.6% | 336,262 | $17.4M |
| Mather Group, Llc. | 0.21% | Reduce -0.2% | 319,443 | $17.4M |
| MML Investors Services, LLC | 0.07% | Add +2.1% | 326,807 | $17.0M |
| Quantum Financial Advisors, LLC | 2.92% | Reduce -3.3% | 321,094 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.4% | 317,896 | $16.5M |
| Cambridge Financial Group, LLC | 7.50% | Add +7.0% | 316,446 | $16.4M |
| Triune Financial Partners, LLC | 5.60% | Add +3.1% | 315,238 | $16.4M |
| Adero Partners, LLC | 1.12% | Reduce -1.1% | 296,989 | $15.4M |
| Rf&l Wealth Management, LLC | 11.67% | Reduce -0.9% | 295,781 | $15.3M |
| RS Crum Inc. | 3.99% | Add +3.4% | 293,570 | $15.2M |
| AE Wealth Management LLC | 0.15% | Add +6.6% | 292,074 | $15.1M |
| New England Private Wealth Advisors LLC | 2.61% | Reduce -0.8% | 287,983 | $14.9M |
| Lakeshore Financial Planning, Inc. | 7.22% | Reduce -0.7% | 285,261 | $14.8M |
| Strategic Investment Solutions, Inc. | 4.73% | — | 256,630 | $14.6M |
| Libra Wealth LLC | 6.26% | Reduce -4.3% | 278,582 | $14.5M |
| Truist Financial Corp. | 0.02% | Add +5.7% | 278,426 | $14.4M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.