Dimensional US Target ValueDFATETF
13F holders, Q2 2025 (June 30)718holders +3
39new positions
32sold out
2famous investors
$54.10avg. 13F price*
At the end of Q2 2025, 718 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 3 from Q1 2025. 39 opened new positions and 32 sold out. The largest holders were Creative Planning ($760.6M), Focus Partners Wealth ($688.4M) and Forum Financial Management, LP ($504.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $58.0M |
| Exits | 32 | $39.1M |
All 13F filers, Q1 2025 → Q2 2025: 6,865,422 shares bought and 5,032,766 shares sold, net +1,832,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 718 holders
| Creative Planning | 0.65% | Add +1.1% | 14,095,721 | $760.6M |
| Focus Partners Wealth | 1.49% | Reduce -1.8% | 12,758,269 | $688.4M |
| Forum Financial Management, LP | 7.68% | Add +5.4% | 9,353,565 | $504.7M |
| Index Fund Advisors, Inc. | 18.70% | Reduce -2.2% | 6,171,419 | $333.0M |
| Focus Partners Advisor Solutions, LLC | 3.50% | Reduce -1.1% | 4,859,841 | $262.2M |
| Savant Capital, LLC | 1.86% | Reduce -1.9% | 4,788,621 | $258.4M |
| Pure Financial Advisors, LLC | 4.37% | Add +7.8% | 4,601,657 | $248.3M |
| EP Wealth Advisors, LLC | 1.16% | Add +8.4% | 3,270,120 | $176.5M |
| Jackson Thornton Wealth Management, LLC | 18.35% | Reduce -0.7% | 2,857,878 | $160.3M |
| Asset Dedication, LLC | 9.39% | Add +4.0% | 2,396,117 | $129.3M |
| Corient Private Wealth LP | 0.16% | Reduce -20.3% | 2,270,663 | $122.5M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +0.3% | 2,171,151 | $122.3M |
| Willow Creek Wealth Management Inc. | 10.19% | Add +3.4% | 2,099,217 | $113.3M |
| HighTower Advisors, LLC | 0.13% | Reduce -4.7% | 1,895,203 | $102.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.6% | 1,894,802 | $102.2M |
| Trust Co of the South | 17.20% | Add +1.1% | 1,795,383 | $96.9M |
| Apella Capital, LLC | 2.49% | Add +1.2% | 1,657,077 | $92.0M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -4.4% | 1,663,239 | $89.7M |
| RW Investment Management LLC | 9.90% | Reduce -0.6% | 1,647,101 | $88.9M |
| Raymond James Financial Inc. | 0.03% | Add +10.0% | 1,553,224 | $83.8M |
| Plancorp, LLC | 2.87% | Reduce -3.9% | 1,535,663 | $82.9M |
| Truepoint, Inc. | 2.06% | Add +5.0% | 1,535,250 | $82.8M |
| Abacus Wealth Partners, LLC | 12.13% | Add +11.5% | 1,472,191 | $79.4M |
| Great Oak Capital Partners, LLC | 21.47% | Add +10.3% | 1,337,702 | $75.0M |
| Sequoia Financial Advisors, LLC | 0.47% | Add +24.3% | 1,261,350 | $68.1M |
| Premier Financial Group | 18.14% | — | 1,168,197 | $65.2M |
| Bank of America Corp. | 0.01% | Add +8.3% | 1,198,473 | $64.7M |
| LPL Financial LLC | 0.02% | Add +4.5% | 1,185,067 | $63.9M |
| Cerity Partners LLC | 0.11% | Add +59.4% | 1,100,761 | $60.0M |
| Evanson Asset Management, LLC | 3.69% | Add +1.4% | 1,100,428 | $59.4M |
| Team Hewins, LLC | 18.99% | Reduce -0.2% | 976,037 | $52.7M |
| Allworth Financial LP | 0.24% | Add +13.9% | 926,004 | $50.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.13% | Add +3.8% | 922,479 | $49.8M |
| Sensible Money, LLC | 18.47% | Add +6.5% | 903,198 | $48.7M |
| Mariner, LLC | 0.07% | Add +7.9% | 860,757 | $46.4M |
| Bayshore Asset Management, LLC | 20.68% | Add +0.1% | 838,424 | $45.2M |
| Sax Wealth Advisors, LLC | 2.72% | Reduce -3.2% | 835,698 | $45.1M |
| Modera Wealth Management, LLC | 0.53% | Reduce -2.3% | 794,874 | $42.9M |
| Earned Wealth Advisors, LLC | 8.21% | Reduce -2.1% | 776,401 | $41.9M |
| Joel Isaacson & Co., LLC | 1.59% | Add +4.1% | 724,343 | $39.1M |
| Phillips Financial Management, LLC | 2.77% | Add +6.2% | 708,143 | $38.2M |
| Keb Asset Management, LLC | 9.29% | Add +7.6% | 691,301 | $37.3M |
| Great Waters Wealth Management | 4.85% | Add +3.1% | 690,456 | $37.3M |
| Parkwoods Wealth Partners, LLC | 19.93% | Add +1.6% | 640,246 | $34.5M |
| Tumwater Wealth Management, LLC | 15.26% | Add +8.0% | 608,546 | $32.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.70% | Reduce -12.2% | 601,814 | $32.5M |
| Monograph Wealth Advisors, LLC | 3.90% | Reduce -25.2% | 586,205 | $31.6M |
| First Command Advisory Services, Inc. | 0.25% | Add +6.3% | 539,287 | $29.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 536,252 | $28.9M |
| EnRich Financial Partners LLC | 8.73% | Add +2.3% | 526,750 | $28.4M |
| Cetera Investment Advisers | 0.05% | Add +33.7% | 506,498 | $27.3M |
| Beaird Harris Wealth Management, LLC | 2.08% | Add +1.3% | 498,843 | $26.9M |
| Planning Center, Inc. | 2.97% | Add +9.1% | 498,065 | $26.9M |
| Aspen Wealth Management LLC | 6.58% | Add +34.2% | 491,885 | $26.5M |
| Foster Group, Inc. | 0.90% | Add +4.4% | 485,275 | $26.2M |
| TCI Wealth Advisors, Inc. | 1.78% | Reduce -1.3% | 482,301 | $26.0M |
| Mosaic Family Wealth Partners, LLC | 3.26% | Add +3.2% | 472,943 | $25.5M |
| Efficient Frontier Advisors LLC | 15.97% | Reduce -6.8% | 466,243 | $25.2M |
| AE Wealth Management LLC | 0.18% | Add +17.2% | 465,775 | $25.1M |
| MML Investors Services, LLC | 0.07% | Reduce -7.3% | 464,470 | $25.1M |
| Financial Harvest, LLC | 18.31% | New | 453,903 | $24.5M |
| Assetmark, Inc. | 0.06% | Reduce -16.8% | 453,080 | $24.4M |
| PBMares Wealth Management LLC | 4.47% | Add +4.9% | 452,257 | $24.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.4% | 449,800 | $24.3M |
| Watchman Group, Inc. | 6.16% | Add +2.0% | 437,580 | $23.6M |
| Meritas Wealth Management, LLC | 12.80% | Reduce -1.1% | 431,620 | $23.3M |
| TFC Financial Management, Inc. | 3.18% | Reduce -18.4% | 430,787 | $23.2M |
| Squire Investment Management Company, LLC | 8.43% | Reduce -5.5% | 423,908 | $22.9M |
| UBS Group AG | 0.00% | Reduce -1.0% | 422,349 | $22.8M |
| Conrad Siegel Investment Advisors, Inc. | 4.98% | Add +3.0% | 411,625 | $22.2M |
| Disciplined Equity Management, Inc. | 12.74% | Add +19.6% | 402,185 | $21.7M |
| Lauterbach Financial Advisors, LLC | 11.75% | Add +3.9% | 395,898 | $21.4M |
| Exencial Wealth Advisors, LLC | 0.74% | Add +8.0% | 392,013 | $21.2M |
| Kraft Asset Management, LLC | 19.54% | Reduce -8.8% | 389,227 | $21.0M |
| TFO Wealth Partners, LLC | 3.64% | Add +6.6% | 382,974 | $20.7M |
| Allen Capital Group, LLC | 2.15% | Reduce -0.4% | 382,688 | $20.6M |
| Pathstone Holdings, LLC | 0.08% | Reduce -12.2% | 377,887 | $20.4M |
| Confluence Wealth Services, Inc. | 1.11% | Add +7.3% | 376,716 | $20.3M |
| Choreo, LLC | 0.28% | Reduce -12.7% | 374,816 | $20.2M |
| Bridge Generations Wealth Management LLC | 12.17% | Reduce -5.0% | 371,992 | $20.1M |
| Summit Financial Strategies, Inc. | 1.86% | Add +13.6% | 371,598 | $20.1M |
| WPWealth LLP | 3.52% | Reduce -24.1% | 361,668 | $19.5M |
| Babb Wealth Advisors LLC | 14.28% | Add +4.5% | 358,514 | $19.3M |
| Tillman Hartley LLC | 5.40% | Reduce -9.7% | 353,917 | $19.1M |
| Cambridge Financial Group, LLC | 7.13% | Add +6.9% | 351,786 | $19.0M |
| Betterment LLC | 0.04% | Add +10.8% | 342,966 | $18.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -13.9% | 338,895 | $18.3M |
| Dopkins Wealth Management, LLC | 8.19% | Add +3.8% | 338,448 | $18.3M |
| Triune Financial Partners, LLC | 5.01% | Add +1.0% | 337,188 | $18.2M |
| Cardiff Park Advisors, LLC | 1.53% | Reduce -11.2% | 327,483 | $17.7M |
| Master's Wealth Management Inc. | 8.18% | Add +10.1% | 324,797 | $17.5M |
| Libra Wealth LLC | 5.50% | Add +19.4% | 311,986 | $16.8M |
| RS Crum Inc. | 4.03% | Add +7.0% | 311,202 | $16.8M |
| Equitable Holdings, Inc. | 0.14% | Add +7.0% | 310,008 | $16.7M |
| Jones Financial Companies LLLP | 0.01% | Add +28.3% | 306,195 | $16.5M |
| Kelly Financial Group LLC | 4.70% | Add +11.7% | 300,782 | $16.2M |
| Aspen Capital Management, LLC | 4.53% | Reduce -0.8% | 299,283 | $16.1M |
| Sterling Wealth Management, Inc. | 5.50% | — | 299,201 | $16.1M |
| Atlantic Union Bankshares Corp | 0.37% | New | 296,660 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +0.6% | 291,576 | $15.7M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.