Dimensional US Target ValueDFATETF
13F holders, Q1 2025 (March 31)715holders +4
40new positions
33sold out
3famous investors
$51.39avg. 13F price*
At the end of Q1 2025, 715 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 4 from Q4 2024. 40 opened new positions and 33 sold out. The largest holders were Creative Planning ($718.1M), Focus Partners Wealth ($668.6M) and Forum Financial Management, LP ($457.1M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $38.1M |
| Exits | 33 | $69.9M |
All 13F filers, Q4 2024 → Q1 2025: 6,336,944 shares bought and 5,991,021 shares sold, net +345,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 715 holders
| Creative Planning | 0.68% | Reduce -0.9% | 13,945,494 | $718.1M |
| Focus Partners Wealth | 1.68% | Add +6.5% | 12,985,015 | $668.6M |
| Forum Financial Management, LP | 7.57% | Reduce -0.8% | 8,877,036 | $457.1M |
| Index Fund Advisors, Inc. | 20.10% | Reduce -12.3% | 6,312,286 | $325.0M |
| Focus Partners Advisor Solutions, LLC | 3.85% | Add +2.0% | 4,915,377 | $253.1M |
| Savant Capital, LLC | 2.13% | Reduce -4.9% | 4,878,936 | $251.2M |
| Pure Financial Advisors, LLC | 4.60% | Add +6.3% | 4,269,836 | $219.9M |
| EP Wealth Advisors, LLC | 1.24% | Add +35.2% | 3,016,203 | $155.3M |
| Corient Private Wealth LP | 0.24% | Add +3.2% | 2,850,436 | $146.8M |
| Jackson Thornton Wealth Management, LLC | 18.11% | Reduce -2.5% | 2,878,712 | $136.4M |
| Asset Dedication, LLC | 9.63% | Add +0.9% | 2,305,024 | $118.7M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -4.7% | 2,165,412 | $111.5M |
| Willow Creek Wealth Management Inc. | 10.18% | Add +3.9% | 2,029,767 | $104.5M |
| HighTower Advisors, LLC | 0.14% | Reduce -2.6% | 1,989,104 | $102.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.9% | 1,906,733 | $98.2M |
| Trust Co of the South | 19.10% | Reduce -1.8% | 1,775,076 | $91.4M |
| Mercer Global Advisors Inc. | 0.21% | Add +15.5% | 1,740,360 | $89.6M |
| RW Investment Management LLC | 10.49% | Reduce -4.0% | 1,657,644 | $85.4M |
| Plancorp, LLC | 3.26% | Reduce -0.7% | 1,598,110 | $82.3M |
| Apella Capital, LLC | 2.73% | Reduce -2.4% | 1,637,566 | $79.6M |
| Truepoint, Inc. | 2.04% | Reduce -0.6% | 1,461,439 | $75.2M |
| Raymond James Financial Inc. | 0.03% | Add +13.5% | 1,411,584 | $72.7M |
| Abacus Wealth Partners, LLC | 10.23% | Reduce -0.1% | 1,320,249 | $68.0M |
| Great Oak Capital Partners, LLC | 22.39% | No change | 1,213,060 | $67.0M |
| LPL Financial LLC | 0.02% | Add +15.2% | 1,133,892 | $58.4M |
| Bank of America Corp. | 0.01% | Add +14.9% | 1,107,107 | $57.0M |
| Evanson Asset Management, LLC | 3.96% | Reduce -2.0% | 1,085,486 | $55.9M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +27.1% | 1,014,429 | $52.2M |
| Team Hewins, LLC | 19.56% | Reduce -0.9% | 977,600 | $50.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.18% | Add +3.5% | 888,370 | $45.7M |
| Sax Wealth Advisors, LLC | 3.18% | Reduce -1.7% | 863,039 | $44.4M |
| Sensible Money, LLC | 18.71% | Add +7.1% | 848,025 | $43.7M |
| Bayshore Asset Management, LLC | 21.48% | Add +1.5% | 837,562 | $43.1M |
| Modera Wealth Management, LLC | 0.57% | Reduce -2.8% | 813,311 | $41.9M |
| Mariner, LLC | 0.07% | Add +15.5% | 797,617 | $41.1M |
| Earned Wealth Advisors, LLC | 8.96% | Reduce -1.0% | 793,086 | $40.8M |
| Monograph Wealth Advisors, LLC | 5.50% | Reduce -2.6% | 784,110 | $40.4M |
| Allworth Financial LP | 0.23% | Add +0.0% | 812,869 | $40.0M |
| Joel Isaacson & Co., LLC | 1.62% | Add +4.5% | 695,628 | $35.8M |
| Cerity Partners LLC | 0.07% | Reduce -0.4% | 690,494 | $35.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.85% | Reduce -14.7% | 685,274 | $35.3M |
| Great Waters Wealth Management | 4.78% | Reduce -4.3% | 669,674 | $34.5M |
| Phillips Financial Management, LLC | 2.65% | Add +12.6% | 667,003 | $34.3M |
| Keb Asset Management, LLC | 9.41% | Add +2.8% | 642,497 | $33.1M |
| Parkwoods Wealth Partners, LLC | 21.93% | Add +7.6% | 630,408 | $32.5M |
| Tumwater Wealth Management, LLC | 15.14% | Add +2.2% | 563,732 | $29.0M |
| Assetmark, Inc. | 0.08% | Add +0.2% | 544,487 | $28.0M |
| TFC Financial Management, Inc. | 4.16% | Reduce -1.8% | 527,987 | $27.2M |
| EnRich Financial Partners LLC | 8.91% | Add +0.5% | 515,177 | $26.5M |
| First Command Advisory Services, Inc. | 0.25% | Add +11.1% | 507,294 | $26.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 507,099 | $26.1M |
| MML Investors Services, LLC | 0.09% | Add +45.9% | 500,785 | $25.8M |
| Efficient Frontier Advisors LLC | 16.75% | Add +0.4% | 500,077 | $25.7M |
| Beaird Harris Wealth Management, LLC | 2.16% | Reduce -1.4% | 492,571 | $25.4M |
| TCI Wealth Advisors, Inc. | 2.02% | Reduce -2.2% | 488,873 | $25.2M |
| WPWealth LLP | 4.85% | Reduce -2.2% | 476,764 | $24.5M |
| Foster Group, Inc. | 0.90% | Reduce -0.5% | 465,020 | $23.9M |
| Mosaic Family Wealth Partners, LLC | 3.36% | Add +6.8% | 458,393 | $23.6M |
| Planning Center, Inc. | 2.78% | Add +2.3% | 456,398 | $23.5M |
| Squire Investment Management Company, LLC | 9.63% | Add +1.4% | 448,804 | $23.1M |
| Meritas Wealth Management, LLC | 13.19% | Reduce -1.8% | 436,649 | $22.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.4% | 434,857 | $22.4M |
| Pathstone Holdings, LLC | 0.10% | Add +3.7% | 430,450 | $22.2M |
| PBMares Wealth Management LLC | 4.44% | Add +2.3% | 430,972 | $22.2M |
| Choreo, LLC | 0.34% | Reduce -12.4% | 429,481 | $22.1M |
| Watchman Group, Inc. | 6.19% | Reduce -4.9% | 429,147 | $22.1M |
| Kraft Asset Management, LLC | 20.13% | Reduce -8.4% | 426,878 | $22.0M |
| UBS Group AG | 0.00% | Add +0.8% | 426,428 | $22.0M |
| Conrad Siegel Investment Advisors, Inc. | 5.28% | Add +2.1% | 399,562 | $20.6M |
| AE Wealth Management LLC | 0.17% | Add +10.4% | 397,554 | $20.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.3% | 393,466 | $20.3M |
| Bridge Generations Wealth Management LLC | 12.67% | Add +3.8% | 391,784 | $20.2M |
| Tillman Hartley LLC | 5.87% | Reduce -2.5% | 391,743 | $20.2M |
| Allen Capital Group, LLC | 2.27% | Add +3.9% | 384,170 | $19.8M |
| Lauterbach Financial Advisors, LLC | 12.23% | Add +0.8% | 381,167 | $19.6M |
| Cetera Investment Advisers | 0.04% | Reduce -10.3% | 378,707 | $19.5M |
| Cardiff Park Advisors, LLC | 1.84% | Add +1.8% | 368,966 | $19.0M |
| Aspen Wealth Management LLC | 5.34% | Add +15.3% | 366,488 | $18.9M |
| Exencial Wealth Advisors, LLC | 0.70% | Add +2.5% | 363,158 | $18.7M |
| TFO Wealth Partners, LLC | 3.67% | Reduce -8.4% | 359,326 | $18.5M |
| Babb Wealth Advisors LLC | 14.16% | Add +3.9% | 343,222 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.1% | 341,897 | $17.6M |
| Disciplined Equity Management, Inc. | 12.04% | Add +1.1% | 336,131 | $17.3M |
| Triune Financial Partners, LLC | 5.46% | Add +1.3% | 333,730 | $17.2M |
| Cambridge Financial Group, LLC | 7.19% | Reduce -2.3% | 328,981 | $16.9M |
| Confluence Wealth Services, Inc. | 1.07% | Add +3.5% | 351,096 | $16.9M |
| Summit Financial Strategies, Inc. | 1.70% | Add +4.7% | 327,020 | $16.8M |
| Dopkins Wealth Management, LLC | 8.54% | Reduce -0.2% | 326,115 | $16.8M |
| Larson Financial Group LLC | 0.79% | Reduce -3.8% | 324,440 | $16.7M |
| Betterment LLC | 0.04% | Add +17.8% | 309,559 | $15.9M |
| Aspen Capital Management, LLC | 4.97% | — | 301,777 | $15.5M |
| Quantum Financial Advisors, LLC | 2.30% | Add +0.6% | 299,372 | $15.4M |
| Master's Wealth Management Inc. | 7.98% | Add +3.8% | 295,134 | $15.2M |
| Rf&l Wealth Management, LLC | 10.78% | Reduce -0.5% | 292,848 | $15.1M |
| RS Crum Inc. | 4.03% | Reduce -0.7% | 290,767 | $15.0M |
| Truist Financial Corp. | 0.02% | Reduce -0.3% | 289,938 | $14.9M |
| Equitable Holdings, Inc. | 0.14% | Add +5.3% | 289,658 | $14.9M |
| Sandy Spring Bank | 0.63% | Add +11.8% | 289,000 | $14.9M |
| Andrews, Lucia Wealth Management LLC | 9.82% | Add +1.3% | 262,612 | $14.6M |
| Adero Partners, LLC | 0.95% | Reduce -1.6% | 283,406 | $14.6M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.