Dimensional US Target ValueDFATETF
13F holders, Q4 2025 (December 31)793holders +62
32new positions
25sold out
2famous investors
$59.58avg. 13F price*
At the end of Q4 2025, 793 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 62 from Q3 2025. 32 opened new positions and 25 sold out. The largest holders were Creative Planning ($816.2M), Focus Partners Wealth ($790.9M) and Forum Financial Management, LP ($607.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $18.4M |
| Exits | 25 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,774,540 shares bought and 2,343,651 shares sold, net +7,430,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 793 holders
| Creative Planning | 0.58% | Reduce -1.4% | 13,707,684 | $816.2M |
| Focus Partners Wealth | 0.90% | Add +0.3% | 13,284,203 | $790.9M |
| Forum Financial Management, LP | 7.91% | Add +4.7% | 10,207,476 | $607.8M |
| Index Fund Advisors, Inc. | 18.00% | Reduce -1.2% | 6,442,632 | $383.6M |
| Pure Financial Advisors, LLC | 4.76% | Add +7.5% | 5,330,417 | $317.4M |
| Focus Partners Advisor Solutions, LLC | 3.87% | Add +21.0% | 5,294,823 | $315.3M |
| Savant Capital, LLC | 1.64% | Add +0.7% | 4,830,800 | $287.6M |
| EP Wealth Advisors, LLC | 1.29% | — | 4,183,471 | $249.1M |
| Jackson Thornton Wealth Management, LLC | 16.52% | Reduce -0.1% | 2,833,951 | $174.8M |
| Corient Private Wealth LP | 0.22% | Add +208.5% | 2,724,033 | $162.2M |
| Asset Dedication, LLC | 10.16% | Add +3.5% | 2,600,142 | $154.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -4.8% | 2,013,264 | $124.2M |
| HighTower Advisors, LLC | 0.12% | Reduce -1.2% | 1,848,642 | $110.1M |
| Trust Co of the South | 17.43% | Add +2.3% | 1,820,738 | $108.4M |
| Raymond James Financial Inc. | 0.03% | Add +5.5% | 1,778,841 | $105.9M |
| Apella Capital, LLC | 1.94% | Reduce -0.4% | 1,649,140 | $98.2M |
| Truepoint, Inc. | 2.02% | Reduce -1.3% | 1,504,669 | $89.6M |
| Earned Wealth Advisors, LLC | 6.15% | Add +95.1% | 1,457,860 | $86.8M |
| Plancorp, LLC | 2.59% | Reduce -2.8% | 1,439,385 | $85.7M |
| Smartleaf Asset Management LLC | 3.24% | Add +8960.0% | 1,419,609 | $85.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -3.9% | 1,424,039 | $84.8M |
| Great Oak Capital Partners, LLC | 21.04% | Add +0.5% | 1,397,654 | $83.9M |
| Abacus Wealth Partners, LLC | 7.98% | Reduce -5.2% | 1,366,881 | $81.4M |
| Sequoia Financial Advisors, LLC | 0.45% | Add +3.4% | 1,339,926 | $79.8M |
| Bank of America Corp. | 0.01% | Add +7.2% | 1,305,611 | $77.7M |
| LPL Financial LLC | 0.02% | Add +4.2% | 1,260,968 | $75.1M |
| Premier Financial Group | 18.53% | Add +1.5% | 1,189,189 | $71.1M |
| Cerity Partners LLC | 0.09% | Add +0.9% | 1,072,273 | $64.9M |
| Evanson Asset Management, LLC | 3.48% | Reduce -1.1% | 1,083,707 | $64.5M |
| Sensible Money, LLC | 19.41% | Add +5.7% | 1,020,908 | $60.8M |
| Allworth Financial LP | 0.25% | Add +3.0% | 1,007,945 | $60.0M |
| Team Hewins, LLC | 17.76% | Reduce -0.6% | 925,776 | $55.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.98% | Add +1.3% | 918,385 | $54.7M |
| Parkwoods Wealth Partners, LLC | 15.20% | Add +1.8% | 867,921 | $51.7M |
| Bayshore Asset Management, LLC | 20.43% | Add +0.2% | 840,720 | $50.1M |
| Mariner, LLC | 0.06% | Add +2.9% | 838,675 | $49.9M |
| Great Waters Wealth Management | 5.39% | Add +12.1% | 823,389 | $49.0M |
| Phillips Financial Management, LLC | 3.10% | Add +5.7% | 807,183 | $48.1M |
| Joel Isaacson & Co., LLC | 1.56% | Add +8.4% | 792,905 | $47.2M |
| Sax Wealth Advisors, LLC | 2.12% | Reduce -3.9% | 757,412 | $45.1M |
| Three Arch Wealth Management LLC | 8.30% | — | 744,251 | $44.3M |
| Modera Wealth Management, LLC | 0.51% | Reduce -4.4% | 743,398 | $44.3M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.48% | Add +134.0% | 712,009 | $43.9M |
| Monograph Wealth Advisors, LLC | 4.09% | Add +0.8% | 699,495 | $41.6M |
| Keb Asset Management, LLC | 8.33% | Add +0.3% | 690,485 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 645,992 | $38.5M |
| Tumwater Wealth Management, LLC | 15.31% | Add +4.5% | 631,087 | $37.6M |
| Cetera Investment Advisers | 0.04% | Add +7.8% | 625,279 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.4% | 614,086 | $36.6M |
| Richard Young Associates, Ltd. | 25.75% | — | 553,710 | $33.0M |
| EnRich Financial Partners LLC | 8.57% | Reduce -0.1% | 527,981 | $31.4M |
| Aspen Wealth Management LLC | 6.56% | Add +3.2% | 524,971 | $31.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -8.5% | 506,055 | $30.1M |
| Beaird Harris Wealth Management, LLC | 2.04% | Reduce -0.8% | 496,848 | $29.6M |
| Financial Harvest, LLC | 17.92% | Add +5.3% | 487,424 | $29.0M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -3.8% | 485,284 | $28.9M |
| Mosaic Family Wealth Partners, LLC | 3.15% | Reduce -2.8% | 482,657 | $28.7M |
| TCI Wealth Advisors, Inc. | 1.57% | Reduce -0.2% | 477,900 | $28.5M |
| Planning Center, Inc. | 2.80% | Reduce -6.8% | 461,138 | $27.5M |
| Assetmark, Inc. | 0.06% | Add +1.6% | 457,432 | $27.2M |
| NorthAvenue LLC | 22.01% | — | 446,623 | $26.6M |
| Jones Financial Companies LLLP | 0.02% | Add +26.9% | 443,452 | $26.4M |
| UBS Group AG | 0.01% | Reduce -5.7% | 440,865 | $26.2M |
| Squire Investment Management Company, LLC | 7.81% | Add +1.3% | 433,290 | $25.8M |
| Watchman Group, Inc. | 6.15% | Add +0.1% | 432,662 | $25.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 429,132 | $25.6M |
| Babb Wealth Advisors LLC | 14.41% | Add +13.1% | 428,563 | $25.5M |
| AE Wealth Management LLC | 0.15% | Reduce -3.9% | 427,364 | $25.4M |
| Conrad Siegel Investment Advisors, Inc. | 4.82% | Add +2.6% | 427,169 | $25.4M |
| Confluence Wealth Services, Inc. | 1.05% | Add +3.9% | 426,378 | $25.4M |
| TFC Financial Management, Inc. | 3.17% | Reduce -1.0% | 424,669 | $25.3M |
| Disciplined Equity Management, Inc. | 12.89% | Add +2.8% | 417,953 | $24.9M |
| Summit Financial Strategies, Inc. | 2.02% | Add +6.4% | 412,629 | $24.6M |
| Meritas Wealth Management, LLC | 11.75% | Reduce -2.7% | 410,390 | $24.4M |
| Allen Capital Group, LLC | 2.24% | Add +2.4% | 408,773 | $24.3M |
| Pathstone Holdings, LLC | 0.09% | Add +17.9% | 406,939 | $24.2M |
| Foster Group, Inc. | 0.72% | Reduce -5.4% | 401,964 | $23.9M |
| TFO Wealth Partners, LLC | 3.53% | Add +4.0% | 396,409 | $23.6M |
| Lauterbach Financial Advisors, LLC | 11.54% | Reduce -0.4% | 396,265 | $23.6M |
| Exencial Wealth Advisors, LLC | 0.72% | Reduce -3.1% | 381,772 | $22.7M |
| Triune Financial Partners, LLC | 5.22% | Add +1.0% | 352,005 | $22.3M |
| Master's Wealth Management Inc. | 7.75% | Add +9.3% | 362,045 | $21.6M |
| Guardian Wealth Management, LLC | 6.83% | — | 361,753 | $21.5M |
| Betterment LLC | 0.04% | Reduce -0.2% | 357,340 | $21.3M |
| Choreo, LLC | 0.27% | Reduce -1.8% | 353,401 | $21.3M |
| Sterling Wealth Management, Inc. | 5.95% | Add +8.6% | 350,032 | $20.8M |
| Tillman Hartley LLC | 5.16% | Reduce -0.5% | 345,544 | $20.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -0.8% | 342,488 | $20.4M |
| Equitable Holdings, Inc. | 0.14% | Add +5.3% | 342,356 | $20.4M |
| Visionary Wealth Advisors | 0.91% | Add +9.8% | 339,548 | $20.2M |
| Dopkins Wealth Management, LLC | 8.07% | Reduce -0.9% | 331,712 | $19.8M |
| Cambridge Financial Group, LLC | 6.85% | Reduce -0.3% | 351,609 | $19.7M |
| Kelly Financial Group LLC | 4.94% | Add +4.5% | 326,315 | $19.4M |
| Kilner Capital Advisors, LLC | 18.46% | — | 324,801 | $19.3M |
| Prism Advisors, Inc. | 5.15% | Add +9.0% | 324,410 | $19.3M |
| RS Crum Inc. | 3.83% | Add +2.0% | 322,141 | $19.2M |
| Cardiff Park Advisors, LLC | 1.50% | Reduce -6.4% | 305,774 | $18.2M |
| Bridge Generations Wealth Management LLC | 11.11% | Add +2.5% | 301,329 | $17.9M |
| Libra Wealth LLC | 4.98% | Reduce -0.4% | 299,176 | $17.8M |
| AQR Capital Management | 0.01% | Add +6.5% | 296,170 | $17.6M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.