Dimensional US Target ValueDFATETF
13F holders, Q4 2024 (December 31)711holders +77
31new positions
17sold out
4famous investors
$55.67avg. 13F price*
At the end of Q4 2024, 711 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 77 from Q3 2024. 31 opened new positions and 17 sold out. The largest holders were Creative Planning ($783.2M), Focus Partners Wealth ($678.4M) and Forum Financial Management, LP ($497.9M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US Target Value
- CUSIP
- 25434V609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $54.1M |
| Exits | 17 | $11.8M |
All 13F filers, Q3 2024 → Q4 2024: 6,552,654 shares bought and 2,917,686 shares sold, net +3,634,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 711 holders
| Creative Planning | 0.76% | Reduce -0.5% | 14,071,843 | $783.2M |
| Focus Partners Wealth | 1.77% | Reduce -0.3% | 12,188,115 | $678.4M |
| Forum Financial Management, LP | 8.25% | Add +1.8% | 8,944,962 | $497.9M |
| Index Fund Advisors, Inc. | 21.65% | Reduce -2.4% | 7,196,286 | $400.5M |
| Savant Capital, LLC | 2.25% | Reduce -1.1% | 5,132,422 | $285.7M |
| Focus Partners Advisor Solutions, LLC | 4.53% | Add +34.4% | 4,820,280 | $268.3M |
| Pure Financial Advisors, LLC | 5.08% | Add +12.9% | 4,016,863 | $223.6M |
| Jackson Thornton Wealth Management, LLC | 20.78% | Add +3.3% | 2,954,177 | $164.4M |
| Corient Private Wealth LP | 0.25% | Reduce -0.4% | 2,762,162 | $153.4M |
| Asset Dedication, LLC | 10.01% | Add +4.2% | 2,284,569 | $127.2M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -3.3% | 2,271,842 | $126.5M |
| EP Wealth Advisors, LLC | 1.01% | Add +20.7% | 2,231,308 | $124.2M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.0% | 2,042,795 | $113.7M |
| Willow Creek Wealth Management Inc. | 11.08% | Add +6.9% | 1,952,837 | $108.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.6% | 1,942,931 | $108.1M |
| Trust Co of the South | 20.49% | Reduce -1.1% | 1,807,844 | $100.6M |
| RW Investment Management LLC | 11.71% | Reduce -8.7% | 1,726,366 | $96.1M |
| Apella Capital, LLC | 3.58% | Reduce -4.4% | 1,677,344 | $93.4M |
| Plancorp, LLC | 3.68% | Reduce -1.6% | 1,609,388 | $89.6M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -33.1% | 1,506,346 | $83.8M |
| Truepoint, Inc. | 2.19% | Reduce -1.0% | 1,470,317 | $81.8M |
| Abacus Wealth Partners, LLC | 10.99% | Add +11.1% | 1,322,095 | $73.6M |
| Raymond James Financial Inc. | 0.03% | — | 1,243,769 | $69.2M |
| Great Oak Capital Partners, LLC | 22.39% | Add +0.7% | 1,213,060 | $67.0M |
| Evanson Asset Management, LLC | 4.22% | Reduce -0.4% | 1,107,372 | $61.6M |
| Team Hewins, LLC | 21.48% | Reduce -1.5% | 986,639 | $54.9M |
| LPL Financial LLC | 0.02% | Add +13.7% | 984,227 | $54.8M |
| Bank of America Corp. | 0.01% | Add +4.5% | 963,598 | $53.6M |
| Merriman Wealth Management, LLC | 2.04% | Reduce -4.3% | 880,267 | $49.0M |
| Sax Wealth Advisors, LLC | 3.82% | Reduce -1.9% | 878,023 | $48.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.30% | Add +1.4% | 858,363 | $47.8M |
| Allworth Financial LP | 0.26% | Add +30.2% | 812,839 | $46.8M |
| Modera Wealth Management, LLC | 0.56% | Reduce -4.0% | 836,549 | $46.6M |
| Bayshore Asset Management, LLC | 21.10% | Reduce -0.9% | 825,030 | $45.9M |
| Monograph Wealth Advisors, LLC | 5.92% | Reduce -0.5% | 805,074 | $44.8M |
| Forvis Mazars Wealth Advisors, LLC | 1.03% | Reduce -5.9% | 803,480 | $44.7M |
| Earned Wealth Advisors, LLC | 14.26% | Reduce -0.3% | 800,804 | $44.6M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +1.8% | 798,090 | $44.4M |
| Sensible Money, LLC | 19.33% | Add +5.8% | 792,038 | $44.1M |
| MBB Public Markets I LLC | 5.11% | Add +0.7% | 774,000 | $43.1M |
| Elser Financial Planning, Inc | 2.35% | New | 706,144 | $39.3M |
| Great Waters Wealth Management | 5.00% | Add +14.7% | 699,696 | $38.9M |
| Cerity Partners LLC | 0.08% | Reduce -2.0% | 693,270 | $38.6M |
| Mariner, LLC | 0.06% | Add +9.7% | 690,338 | $38.4M |
| Joel Isaacson & Co., LLC | 1.67% | Add +1.4% | 665,654 | $37.1M |
| Keb Asset Management, LLC | 10.01% | Reduce -0.7% | 624,733 | $34.8M |
| Phillips Financial Management, LLC | 2.59% | Add +32.1% | 592,559 | $33.0M |
| Parkwoods Wealth Partners, LLC | 25.93% | Add +3.3% | 585,752 | $32.6M |
| Hill Investment Group Partners, LLC | 4.27% | Reduce -10.4% | 572,127 | $31.8M |
| Tumwater Wealth Management, LLC | 16.10% | — | 551,592 | $30.7M |
| Assetmark, Inc. | 0.08% | Add +2.0% | 543,199 | $30.2M |
| TFC Financial Management, Inc. | 4.73% | Reduce -0.6% | 537,373 | $29.9M |
| EnRich Financial Partners LLC | 9.50% | Reduce -0.8% | 512,600 | $28.5M |
| TCI Wealth Advisors, Inc. | 2.32% | Reduce -1.5% | 499,751 | $27.8M |
| Beaird Harris Wealth Management, LLC | 2.40% | Reduce -1.3% | 499,289 | $27.8M |
| Efficient Frontier Advisors LLC | 18.33% | Reduce -1.0% | 497,924 | $27.7M |
| Choreo, LLC | 0.39% | Reduce -2.6% | 490,129 | $27.3M |
| WPWealth LLP | 5.54% | Add +4.6% | 487,367 | $27.1M |
| Kraft Asset Management, LLC | 20.54% | Reduce -1.3% | 466,135 | $26.6M |
| Foster Group, Inc. | 0.99% | Reduce -7.8% | 467,533 | $26.0M |
| JPMorgan Chase & Co. | 0.00% | Add +77.7% | 461,497 | $25.7M |
| First Command Advisory Services, Inc. | 0.24% | Add +9.2% | 456,696 | $25.4M |
| Watchman Group, Inc. | 6.59% | Reduce -1.9% | 451,115 | $25.1M |
| Planning Center, Inc. | 3.15% | Reduce -1.6% | 446,336 | $24.8M |
| Meritas Wealth Management, LLC | 14.89% | Reduce -3.7% | 444,733 | $24.8M |
| Squire Investment Management Company, LLC | 10.84% | Reduce -0.3% | 442,730 | $24.6M |
| Mosaic Family Wealth Partners, LLC | 3.45% | Add +4.4% | 429,167 | $23.9M |
| UBS Group AG | 0.01% | Reduce -4.6% | 423,068 | $23.5M |
| Cetera Investment Advisers | 0.05% | Add +6.9% | 421,974 | $23.5M |
| PBMares Wealth Management LLC | 4.79% | Add +1.5% | 421,383 | $23.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.5% | 416,501 | $23.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -2.0% | 415,145 | $23.1M |
| Tillman Hartley LLC | 6.42% | Reduce -0.3% | 401,733 | $22.4M |
| Financial Harvest, LLC | 18.74% | — | 398,953 | $22.2M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +44.3% | 398,638 | $22.2M |
| TFO Wealth Partners, LLC | 10.36% | Reduce -1.6% | 392,197 | $21.8M |
| Conrad Siegel Investment Advisors, Inc. | 5.87% | Add +0.8% | 391,208 | $21.8M |
| Lauterbach Financial Advisors, LLC | 12.77% | Reduce -2.5% | 377,989 | $21.0M |
| Bridge Generations Wealth Management LLC | 13.88% | — | 377,625 | $21.0M |
| Allen Capital Group, LLC | 2.52% | Reduce -0.7% | 369,752 | $20.6M |
| Cardiff Park Advisors, LLC | 1.93% | Add +0.2% | 362,607 | $20.2M |
| AE Wealth Management LLC | 0.17% | Add +10.9% | 360,124 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -0.4% | 354,130 | $19.7M |
| Confluence Wealth Services, Inc. | 1.27% | Add +13.2% | 339,318 | $19.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.0% | 345,711 | $19.2M |
| MML Investors Services, LLC | 0.07% | Add +1.8% | 343,272 | $19.1M |
| Larson Financial Group LLC | 0.97% | Reduce -7.4% | 337,395 | $18.8M |
| Cambridge Financial Group, LLC | 8.01% | Add +3.1% | 336,559 | $18.7M |
| Disciplined Equity Management, Inc. | 12.00% | Reduce -1.7% | 332,628 | $18.5M |
| Babb Wealth Advisors LLC | 14.82% | — | 330,360 | $18.4M |
| Triune Financial Partners, LLC | 5.77% | Add +1.4% | 329,400 | $18.3M |
| Dopkins Wealth Management, LLC | 9.26% | Add +14.3% | 326,625 | $18.2M |
| Aspen Wealth Management LLC | 5.24% | Add +8003.4% | 317,735 | $17.7M |
| Summit Financial Strategies, Inc. | 1.92% | Add +8.5% | 312,233 | $17.4M |
| Quantum Financial Advisors, LLC | 2.52% | Reduce -4.1% | 297,456 | $16.6M |
| Rf&l Wealth Management, LLC | 11.59% | Add +0.4% | 294,438 | $16.4M |
| RS Crum Inc. | 4.02% | Reduce -1.0% | 292,771 | $16.3M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 290,716 | $16.2M |
| Adero Partners, LLC | 1.03% | Reduce -1.9% | 287,988 | $16.0M |
| Master's Wealth Management Inc. | 8.45% | — | 284,478 | $15.8M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.