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DFAT · Dimensional U.S. Targeted Value ETF ETF

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$71.82 +0.27 (+0.38%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $134,035,273
Total Shares: 1,917,529

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
94.0%
Sep 2021 → Jun 2026 · range 10.7% – 100.0%
+28.8 pts
Top 5
99.4%
Sep 2021 → Jun 2026 · range 35.6% – 100.0%
−0.6 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 48.4% – 100.0%
0.0 pts
HHI
8,840
Sep 2021 → Jun 2026 · range 359 – 10,000
Highly concentrated+3,383

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count: +4
Institutional value: +5182.1%
Shares held: +4619.1%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 1,801,593 $125,931,350
CITADEL ADVISORS LLC 61,671 $4,310,802
TOBIAS FINANCIAL ADVISORS, INC. 19,531 $1,365,216
Range Advisory, LLC 12,965 $906,253
Parkside Financial Bank & Trust 11,111 $776,658

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Pandowealth. LLC 26,455 $1,652,114
Dakota Wealth Management 14,178 $885,416
Filter: New 6 Increased 0 Reduced 0 Sold out 2 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFAT $125,931,350 93.95% 1,801,593
CITADEL ADVISORS LLC DFAT $4,310,802 3.22% 61,671
TOBIAS FINANCIAL ADVISORS, INC. DFAT $1,365,216 1.02% 19,531
Range Advisory, LLC DFAT $906,253 0.68% 12,965
Parkside Financial Bank & Trust DFAT $776,658 0.58% 11,111
Strategic Financial Services, Inc. DFAT $744,994 0.56% 10,658