Dimensional US Target ValueDFATETF
13F holders, Q3 2025 (September 30)731holders +13
46new positions
25sold out
3famous investors
$58.19avg. 13F price*
At the end of Q3 2025, 731 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 13 from Q2 2025. 46 opened new positions and 25 sold out. The largest holders were Creative Planning ($809.5M), Focus Partners Wealth ($770.9M) and Forum Financial Management, LP ($567.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $55.3M |
| Exits | 25 | $5.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,648,711 shares bought and 6,813,101 shares sold, net −1,164,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 731 holders
| Creative Planning | 0.62% | Reduce -1.3% | 13,907,074 | $809.5M |
| Focus Partners Wealth | 1.24% | Add +3.8% | 13,243,500 | $770.9M |
| Forum Financial Management, LP | 7.77% | Add +4.3% | 9,753,142 | $567.7M |
| Index Fund Advisors, Inc. | 18.41% | Add +5.7% | 6,520,506 | $379.6M |
| Pure Financial Advisors, LLC | 4.60% | Add +7.8% | 4,959,303 | $288.7M |
| Savant Capital, LLC | 1.69% | Add +0.1% | 4,795,579 | $279.2M |
| Focus Partners Advisor Solutions, LLC | 2.88% | Reduce -10.0% | 4,375,367 | $254.3M |
| Jackson Thornton Wealth Management, LLC | 16.79% | Reduce -0.8% | 2,836,023 | $165.6M |
| Asset Dedication, LLC | 9.83% | Add +4.9% | 2,513,072 | $146.3M |
| Willow Creek Wealth Management Inc. | 10.32% | Add +2.6% | 2,153,099 | $125.3M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -2.6% | 2,113,784 | $122.7M |
| HighTower Advisors, LLC | 0.12% | Reduce -1.3% | 1,870,666 | $108.9M |
| Trust Co of the South | 17.18% | Reduce -0.9% | 1,779,073 | $103.6M |
| Raymond James Financial Inc. | 0.03% | Add +8.6% | 1,686,551 | $98.2M |
| Apella Capital, LLC | 2.09% | Reduce -0.1% | 1,655,470 | $93.7M |
| Truepoint, Inc. | 2.06% | Reduce -0.7% | 1,524,023 | $88.7M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -10.9% | 1,482,190 | $86.3M |
| Plancorp, LLC | 2.70% | Reduce -3.6% | 1,480,606 | $86.2M |
| Abacus Wealth Partners, LLC | 12.07% | Reduce -2.1% | 1,441,668 | $83.9M |
| Great Oak Capital Partners, LLC | 21.33% | Add +3.9% | 1,390,328 | $81.2M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +2.7% | 1,295,374 | $75.4M |
| Bank of America Corp. | 0.01% | Add +1.7% | 1,218,358 | $70.9M |
| LPL Financial LLC | 0.02% | Add +2.1% | 1,210,144 | $70.4M |
| Premier Financial Group | 18.08% | Add +0.3% | 1,171,295 | $67.6M |
| Evanson Asset Management, LLC | 3.60% | Reduce -0.5% | 1,095,335 | $63.8M |
| Cerity Partners LLC | 0.10% | Reduce -3.5% | 1,062,293 | $61.5M |
| Allworth Financial LP | 0.25% | Add +5.7% | 979,067 | $57.0M |
| Sensible Money, LLC | 19.10% | Add +6.9% | 965,599 | $56.2M |
| Team Hewins, LLC | 18.31% | Reduce -4.6% | 931,572 | $54.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.06% | Reduce -1.8% | 906,255 | $52.8M |
| Corient Private Wealth LP | 0.08% | Reduce -61.1% | 882,879 | $51.1M |
| Parkwoods Wealth Partners, LLC | 16.93% | Add +33.2% | 852,628 | $49.6M |
| Bayshore Asset Management, LLC | 20.94% | Add +0.1% | 838,816 | $48.8M |
| Mariner, LLC | 0.06% | Reduce -5.3% | 815,034 | $47.4M |
| RW Investment Management LLC | 4.79% | Reduce -51.5% | 798,679 | $46.5M |
| Sax Wealth Advisors, LLC | 2.47% | Reduce -5.7% | 788,013 | $45.9M |
| Modera Wealth Management, LLC | 0.52% | Reduce -2.2% | 777,675 | $45.3M |
| Phillips Financial Management, LLC | 2.93% | Add +7.8% | 763,549 | $44.4M |
| Earned Wealth Advisors, LLC | 7.16% | Reduce -3.8% | 747,201 | $43.5M |
| Great Waters Wealth Management | 5.05% | Add +6.4% | 734,847 | $42.8M |
| Joel Isaacson & Co., LLC | 1.54% | Add +1.0% | 731,470 | $42.6M |
| Monograph Wealth Advisors, LLC | 4.09% | Add +18.4% | 693,812 | $40.4M |
| Keb Asset Management, LLC | 8.99% | Reduce -0.4% | 688,392 | $40.1M |
| Tumwater Wealth Management, LLC | 15.62% | Reduce -0.8% | 603,995 | $35.2M |
| Cetera Investment Advisers | 0.04% | Add +14.5% | 580,105 | $33.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.2% | 574,623 | $33.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.64% | Reduce -8.1% | 553,247 | $32.2M |
| EnRich Financial Partners LLC | 8.76% | Add +0.4% | 528,700 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -72.6% | 518,479 | $30.2M |
| Aspen Wealth Management LLC | 6.57% | Add +3.4% | 508,502 | $29.6M |
| First Command Advisory Services, Inc. | 0.21% | Reduce -6.5% | 504,527 | $29.4M |
| Beaird Harris Wealth Management, LLC | 2.07% | Add +0.4% | 500,864 | $29.2M |
| Mosaic Family Wealth Partners, LLC | 3.38% | Add +5.0% | 496,372 | $28.9M |
| Planning Center, Inc. | 3.02% | Reduce -0.7% | 494,791 | $28.8M |
| TCI Wealth Advisors, Inc. | 1.66% | Reduce -0.7% | 478,831 | $27.9M |
| UBS Group AG | 0.01% | Add +10.7% | 467,620 | $27.2M |
| Financial Harvest, LLC | 18.15% | Add +2.0% | 462,825 | $26.9M |
| PBMares Wealth Management LLC | 4.26% | Reduce -0.1% | 451,899 | $26.3M |
| Assetmark, Inc. | 0.06% | Reduce -0.7% | 450,153 | $26.2M |
| AE Wealth Management LLC | 0.17% | Reduce -4.5% | 444,646 | $25.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.2% | 439,850 | $25.6M |
| Watchman Group, Inc. | 6.09% | Reduce -1.2% | 432,188 | $25.2M |
| TFC Financial Management, Inc. | 3.20% | Reduce -0.4% | 428,890 | $25.0M |
| Squire Investment Management Company, LLC | 8.11% | Add +0.9% | 427,948 | $24.9M |
| Foster Group, Inc. | 0.78% | Reduce -12.5% | 424,828 | $24.7M |
| Meritas Wealth Management, LLC | 12.16% | Reduce -2.3% | 421,864 | $24.6M |
| Conrad Siegel Investment Advisors, Inc. | 5.09% | Add +1.2% | 416,495 | $24.2M |
| Confluence Wealth Services, Inc. | 1.18% | Add +8.9% | 410,361 | $23.9M |
| Disciplined Equity Management, Inc. | 12.88% | Add +1.1% | 406,601 | $23.7M |
| Two Sigma Investments, LP | 0.04% | New | 403,300 | $23.5M |
| Allen Capital Group, LLC | 2.22% | Add +4.3% | 399,024 | $23.2M |
| Lauterbach Financial Advisors, LLC | 11.64% | Add +0.5% | 397,849 | $23.2M |
| Exencial Wealth Advisors, LLC | 0.75% | Add +0.5% | 393,997 | $22.9M |
| Summit Financial Strategies, Inc. | 1.93% | Add +4.3% | 387,662 | $22.6M |
| TFO Wealth Partners, LLC | 3.62% | Reduce -0.5% | 381,268 | $22.2M |
| Babb Wealth Advisors LLC | 14.34% | Add +5.7% | 378,882 | $22.1M |
| Choreo, LLC | 0.27% | Reduce -4.0% | 359,739 | $20.9M |
| Betterment LLC | 0.04% | Add +4.4% | 358,136 | $20.8M |
| Cambridge Financial Group, LLC | 6.60% | Add +0.2% | 352,502 | $20.5M |
| Jones Financial Companies LLLP | 0.01% | Add +14.1% | 349,310 | $20.5M |
| Baker Tilly Wealth Management, LLC | 4.60% | Add +2407.6% | 349,554 | $20.3M |
| Triune Financial Partners, LLC | 5.11% | Add +3.3% | 348,377 | $20.3M |
| Tillman Hartley LLC | 5.23% | Reduce -1.9% | 347,386 | $20.2M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +1.9% | 345,184 | $20.1M |
| Pathstone Holdings, LLC | 0.08% | Reduce -8.7% | 345,040 | $20.1M |
| WPWealth LLP | 3.21% | Reduce -6.6% | 337,815 | $19.7M |
| Dopkins Wealth Management, LLC | 8.22% | Reduce -1.1% | 334,609 | $19.5M |
| Master's Wealth Management Inc. | 8.37% | Add +2.0% | 331,235 | $19.3M |
| Cardiff Park Advisors, LLC | 1.46% | Reduce -0.3% | 326,630 | $19.0M |
| Equitable Holdings, Inc. | 0.14% | Add +4.9% | 325,254 | $18.9M |
| Sterling Wealth Management, Inc. | 5.68% | Add +7.7% | 322,180 | $18.8M |
| RS Crum Inc. | 4.09% | Add +1.5% | 315,784 | $18.4M |
| Kelly Financial Group LLC | 4.82% | Add +3.8% | 312,331 | $18.2M |
| Visionary Wealth Advisors | 0.84% | Add +17.4% | 309,377 | $18.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.60% | Add +4.9% | 304,219 | $17.7M |
| Atlantic Union Bankshares Corp | 0.33% | Add +2.3% | 303,440 | $17.7M |
| Libra Wealth LLC | 5.25% | Reduce -3.8% | 300,291 | $17.5M |
| Prism Advisors, Inc. | 4.68% | New | 297,553 | $17.3M |
| Aspen Capital Management, LLC | 4.38% | Reduce -1.5% | 294,875 | $17.2M |
| Bridge Generations Wealth Management LLC | 11.36% | Reduce -21.0% | 293,835 | $17.1M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.