Dimensional US Target ValueDFATETF
13F holders, Q1 2026 (March 31)821holders +28
55new positions
25sold out
3famous investors
$62.55avg. 13F price*
At the end of Q1 2026, 821 institutions reported holding Dimensional US Target Value (DFAT) in their 13F filings, up 28 from Q4 2025. 55 opened new positions and 25 sold out. The largest holders were Creative Planning ($844.4M), Focus Partners Wealth ($821.9M) and Forum Financial Management, LP ($646.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $43.9M |
| Exits | 25 | $49.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,305,301 shares bought and 4,227,447 shares sold, net +1,077,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Creative Planning | 0.57% | Reduce -1.4% | 13,521,487 | $844.4M |
| Focus Partners Wealth | 0.92% | Reduce -1.1% | 13,144,184 | $821.9M |
| Forum Financial Management, LP | 9.14% | Add +1.4% | 10,349,578 | $646.3M |
| Index Fund Advisors, Inc. | 17.94% | Reduce -0.9% | 6,383,799 | $398.7M |
| Focus Partners Advisor Solutions, LLC | 3.60% | Add +8.0% | 5,716,140 | $356.9M |
| Pure Financial Advisors, LLC | 4.99% | Add +3.5% | 5,517,252 | $344.6M |
| Savant Capital, LLC | 1.44% | Reduce -1.0% | 4,783,669 | $298.7M |
| EP Wealth Advisors, LLC | 1.32% | Add +2.8% | 4,301,015 | $268.6M |
| Jackson Thornton Wealth Management, LLC | 16.51% | Add +0.2% | 2,840,246 | $183.5M |
| Corient Private Wealth LP | 0.24% | Reduce -2.9% | 2,644,999 | $164.7M |
| Asset Dedication, LLC | 11.11% | Reduce -2.3% | 2,540,234 | $158.6M |
| Apella Capital, LLC | 2.10% | Add +29.3% | 2,132,827 | $141.3M |
| Raymond James Financial Inc. | 0.04% | Add +15.2% | 2,048,713 | $127.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -2.6% | 1,800,523 | $112.4M |
| Trust Co of the South | 17.98% | Reduce -1.7% | 1,790,490 | $111.8M |
| Mercer Global Advisors Inc. | 0.14% | Add +9.0% | 1,552,638 | $97.0M |
| Bank of America Corp. | 0.01% | Add +17.3% | 1,531,232 | $95.6M |
| Earned Wealth Advisors, LLC | 6.24% | Add +2.6% | 1,495,511 | $93.4M |
| Great Oak Capital Partners, LLC | 21.56% | Add +2.5% | 1,432,301 | $92.7M |
| Truepoint, Inc. | 2.06% | Reduce -1.6% | 1,481,170 | $92.5M |
| Smartleaf Asset Management LLC | 3.30% | Add +5.1% | 1,491,922 | $91.3M |
| Plancorp, LLC | 2.56% | Reduce -3.1% | 1,394,118 | $90.1M |
| Sequoia Financial Advisors, LLC | 0.48% | Add +2.5% | 1,373,292 | $85.8M |
| Abacus Wealth Partners, LLC | 7.74% | Reduce -0.7% | 1,357,119 | $84.8M |
| LPL Financial LLC | 0.02% | Reduce -4.0% | 1,210,319 | $75.6M |
| Premier Financial Group | 12.74% | Reduce -0.2% | 1,186,639 | $74.8M |
| Cerity Partners LLC | 0.10% | Add +5.0% | 1,125,679 | $70.3M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -46.4% | 1,078,809 | $67.7M |
| Evanson Asset Management, LLC | 3.62% | Reduce -0.3% | 1,080,817 | $67.5M |
| Sensible Money, LLC | 20.30% | Add +4.7% | 1,068,341 | $66.7M |
| Allworth Financial LP | 0.27% | Add +3.9% | 1,047,209 | $65.4M |
| Team Hewins, LLC | 17.08% | Reduce -0.6% | 920,291 | $57.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.99% | Reduce -0.5% | 914,073 | $57.1M |
| Parkwoods Wealth Partners, LLC | 13.97% | Add +5.1% | 912,352 | $57.0M |
| Mariner, LLC | 0.06% | Add +1.9% | 854,684 | $53.4M |
| Great Waters Wealth Management | 5.64% | Add +3.6% | 853,409 | $53.3M |
| Bayshore Asset Management, LLC | 20.78% | Reduce -0.6% | 835,709 | $52.2M |
| Joel Isaacson & Co., LLC | 1.68% | Add +2.6% | 813,483 | $50.8M |
| RW Investment Management LLC | 4.61% | — | 762,703 | $47.6M |
| Phillips Financial Management, LLC | 3.43% | Reduce -6.1% | 757,816 | $47.3M |
| Three Arch Wealth Management LLC | 8.29% | Reduce -0.8% | 738,026 | $46.1M |
| Modera Wealth Management, LLC | 0.55% | Reduce -1.3% | 733,725 | $45.8M |
| Monograph Wealth Advisors, LLC | 4.33% | Add +4.6% | 731,710 | $45.7M |
| Sax Wealth Advisors, LLC | 2.19% | No change | 757,412 | $45.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.0% | 687,802 | $43.0M |
| Keb Asset Management, LLC | 8.23% | Reduce -0.4% | 687,667 | $42.9M |
| Cetera Investment Advisers | 0.04% | Add +4.1% | 650,733 | $40.6M |
| Tumwater Wealth Management, LLC | 15.79% | Reduce -0.4% | 628,735 | $39.3M |
| Jones Financial Companies LLLP | 0.02% | Add +43.0% | 633,944 | $39.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 625,136 | $38.3M |
| Richard Young Associates, Ltd. | 26.51% | Add +0.9% | 558,976 | $34.9M |
| Aspen Wealth Management LLC | 6.68% | Add +2.1% | 536,210 | $33.5M |
| EnRich Financial Partners LLC | 8.64% | Reduce -1.2% | 521,617 | $32.6M |
| Financial Harvest, LLC | 18.67% | Add +4.2% | 507,634 | $31.7M |
| Mosaic Family Wealth Partners, LLC | 3.12% | Add +1.2% | 488,594 | $30.5M |
| Beaird Harris Wealth Management, LLC | 2.06% | Reduce -2.4% | 484,876 | $30.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -4.5% | 483,448 | $30.2M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -1.2% | 479,391 | $29.9M |
| TCI Wealth Advisors, Inc. | 1.56% | Reduce -1.5% | 470,810 | $29.4M |
| Planning Center, Inc. | 2.96% | Add +1.4% | 467,598 | $29.2M |
| Assetmark, Inc. | 0.06% | Add +2.1% | 467,017 | $29.2M |
| Confluence Wealth Services, Inc. | 1.11% | Add +7.2% | 457,022 | $28.5M |
| UBS Group AG | 0.01% | Add +2.6% | 452,454 | $28.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.3% | 451,757 | $28.2M |
| Summit Financial Strategies, Inc. | 2.20% | Add +8.2% | 446,289 | $27.9M |
| NorthAvenue LLC | 21.89% | Reduce -1.3% | 440,921 | $27.5M |
| AE Wealth Management LLC | 0.15% | Add +3.1% | 440,572 | $27.5M |
| Conrad Siegel Investment Advisors, Inc. | 4.97% | Add +3.1% | 440,537 | $27.5M |
| Babb Wealth Advisors LLC | 14.96% | Add +2.3% | 438,199 | $27.4M |
| Squire Investment Management Company, LLC | 7.52% | Reduce -0.0% | 433,098 | $27.0M |
| Watchman Group, Inc. | 6.51% | Reduce -0.5% | 430,509 | $26.9M |
| Allen Capital Group, LLC | 2.35% | Add +2.4% | 418,599 | $26.1M |
| Disciplined Equity Management, Inc. | 13.00% | Reduce -0.9% | 414,170 | $25.9M |
| TFC Financial Management, Inc. | 3.15% | Reduce -3.7% | 408,979 | $25.5M |
| Meritas Wealth Management, LLC | 11.44% | Reduce -1.3% | 405,032 | $25.3M |
| TFO Wealth Partners, LLC | 3.37% | Add +0.1% | 396,894 | $24.8M |
| Foster Group, Inc. | 0.73% | Reduce -1.9% | 394,234 | $24.6M |
| AQR Capital Management | 0.01% | Add +32.0% | 390,998 | $24.4M |
| Cambridge Financial Group, LLC | 8.24% | Add +10.9% | 390,016 | $24.4M |
| Lauterbach Financial Advisors, LLC | 11.88% | Reduce -1.7% | 389,508 | $24.3M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -1.6% | 375,683 | $23.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.55% | Reduce -47.5% | 373,958 | $23.4M |
| Elser Financial Planning, Inc | 1.11% | New | 369,253 | $22.9M |
| Betterment LLC | 0.04% | Add +2.6% | 366,700 | $22.9M |
| Master's Wealth Management Inc. | 7.71% | Add +0.6% | 364,328 | $22.8M |
| Sterling Wealth Management, Inc. | 6.24% | Add +4.0% | 364,224 | $22.7M |
| Guardian Wealth Management, LLC | 6.76% | Reduce -1.3% | 357,069 | $22.3M |
| Triune Financial Partners, LLC | 5.28% | Add +1.1% | 355,699 | $22.2M |
| Eclectic Associates Inc. | 2.90% | Add +20.4% | 349,645 | $21.8M |
| Visionary Wealth Advisors | 0.96% | Add +2.1% | 346,639 | $21.6M |
| Choreo, LLC | 0.27% | Reduce -2.2% | 345,563 | $21.6M |
| Tillman Hartley LLC | 5.34% | Reduce -1.4% | 340,562 | $21.3M |
| Pathstone Holdings, LLC | 0.08% | Reduce -17.3% | 336,665 | $21.0M |
| Kelly Financial Group LLC | 5.14% | Add +0.3% | 327,391 | $20.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -4.9% | 325,680 | $20.3M |
| Equitable Holdings, Inc. | 0.13% | Reduce -0.4% | 340,948 | $20.3M |
| RS Crum Inc. | 3.89% | Reduce -0.1% | 321,946 | $20.1M |
| Kilner Capital Advisors, LLC | 19.04% | Reduce -2.0% | 318,180 | $19.9M |
| Cardiff Park Advisors, LLC | 1.58% | Add +3.8% | 317,234 | $19.8M |
| Bridge Generations Wealth Management LLC | 11.12% | Add +3.0% | 310,500 | $19.4M |
"% of holder's portfolio" is DFAT's weight in each manager's 13F, not the share of Dimensional US Target Value the manager owns.