§ EQUITY
USDDFAT
DIMENSIONAL US TARGET VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
362 increased/new, 287 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Creative Planning | 13.5M | 0.6% | −1% |
| Focus Partners Wealth | 13.1M | 0.9% | −1% |
| Forum Financial Management, LP | 10.3M | 9.1% | +1% |
| Index Fund Advisors, Inc. | 6.4M | 17.9% | −1% |
| Focus Partners Advisor Solutions, LLC | 5.7M | 3.6% | +8% |
| Pure Financial Advisors, LLC | 5.5M | 4.9% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for DFAT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.8% · 759 holders
PASSIVE / INDEX3.9% · 2 holders
DEALER / BANK2.6% · 31 holders
SYSTEMATIC / QUANT0.3% · 4 holders
INCOME / DEFENSIVE0.3% · 5 holders
QUALITY / COMPOUNDER0.0% · 5 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DFAT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DFAT yet.