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Dimensional US Targeted VA (DFAT)

CUSIP: 25239Y162 | NYSE | 35 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q4 2023
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Institutional Holders — Q3 2026

Confluence Wealth Services, Inc.612,293
1.1% of portfolio›$40.7M
Vestia Personal Wealth Advisors184,936
4.7% of portfolio›$12.3M
Gradient Capital Advisors, LLC132,485
2.0% of portfolio›$8.8M
Studio Investment Management LLC127,681
1.4% of portfolio›$8.5M
Fortitude Family Office, LLC78,447
0.9% of portfolio›$5.2M
Ares Financial Consulting, LLC73,823
3.4% of portfolio›$4.9M
EverSource Wealth Advisors, LLC56,377
0.1% of portfolio›$3.7M
Strategic Blueprint, LLC31,846
0.1% of portfolio›$2.1M
Root Financial Partners, LLC30,826
0.1% of portfolio›$2.0M
Lodestone Wealth Management LLC27,828
0.6% of portfolio›$1.8M
McCarley & Cook Financial Planners21,943
1.1% of portfolio›$1.5M
Plante Moran Financial Advisors, LLC12,551
0.0% of portfolio›$833.9K
Nicholas Hoffman & Company, Llc.9,888
0.0% of portfolio›$656.9K
Correct Capital Wealth Management9,033
0.1% of portfolio›$600.2K
Monument Group Wealth Advisors, LLC8,311
0.3% of portfolio›$552.2K
Mitchell Capital Management Co6,771
0.1% of portfolio›$449.9K
Pinnacle Wealth Management Advisory Group, LLC5,514
0.0% of portfolio›$366.4K
Acorn Financial Advisory Services Inc5,506
0.0% of portfolio›$365.8K
Corundum Group, Inc.4,908
0.1% of portfolio›$326.1K
Financial Security Advisor, Inc.4,262
0.0% of portfolio›$283.2K
Washington Trust Advisors, Inc.4,162
0.0% of portfolio›$276.5K
Prism Advisors, Inc.3,771
0.1% of portfolio›$254.8K
Align Financial, LLC3,342
0.1% of portfolio›$222.0K
Hurley Capital, LLC2,571
0.1% of portfolio›$170.8K
Princeton Global Asset Management LLC2,225
0.0% of portfolio›$147.8K
S.A. Mason LLC2,029
0.0% of portfolio›$134.8K
Parallel Advisors, LLC1,722
0.0% of portfolio›$114.4K
Global Trust Asset Management, LLC1,000
0.0% of portfolio›$66.4K
CGC Financial Services, LLC942
0.0% of portfolio›$62.6K
Mascoma Wealth Management LLC575
0.0% of portfolio›$38.2K
Creative Capital Management Investments LLC356
0.0% of portfolio›$23.7K
Transce3nd, LLC322
0.0% of portfolio›$22.1K
1620 Investment Advisors, Inc.103
0.0% of portfolio›$6.8K
Trust Co44
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Confluence Wealth Services, Inc.
612,293$40.7M1.1%ETFVery LowMcmurray, PA2026-11-05
Vestia Personal Wealth Advisors
184,936$12.3M4.7%ETFMediumFort Wayne, IN2026-10-20
Gradient Capital Advisors, LLC
132,485$8.8M2.0%ETFLowSan Diego, CA2026-10-21
Studio Investment Management LLC
127,681$8.5M1.4%ETFLowChicago, IL2026-10-22
Fortitude Family Office, LLC
78,447$5.2M0.9%ETFMediumScottsdale, AZ2026-10-14
Ares Financial Consulting, LLC
73,823$4.9M3.4%CoreLowCalabasas, CA2026-10-19
EverSource Wealth Advisors, LLC
56,377$3.7M0.1%CoreMediumBirmingham, AL2026-11-04
Strategic Blueprint, LLC
31,846$2.1M0.1%ETFLowAtlanta, GA2026-10-22
Root Financial Partners, LLC
30,826$2.0M0.1%ETFMediumEncinitas, CA2026-10-21
Lodestone Wealth Management LLC
27,828$1.8M0.6%CoreLowSpokane, WA2026-10-14
McCarley & Cook Financial Planners
21,943$1.5M1.1%ETFLowCincinnati, OH2026-10-21
Plante Moran Financial Advisors, LLC
12,551$833.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Nicholas Hoffman & Company, Llc.
9,888$656.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Correct Capital Wealth Management
9,033$600.2K0.1%ETFMediumClayton, MO2026-11-02
Monument Group Wealth Advisors, LLC
8,311$552.2K0.3%ETFHighConcord, MA2026-10-21
Mitchell Capital Management Co
6,771$449.9K0.1%MomentumMediumLeawood, KS2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
5,514$366.4K0.0%GrowthLowRed Bank, NJ2026-10-23
Acorn Financial Advisory Services Inc
5,506$365.8K0.0%ETFMediumReston, VA2026-11-02
Corundum Group, Inc.
4,908$326.1K0.1%CoreLowColorado Springs, CO2026-10-28
Financial Security Advisor, Inc.
4,262$283.2K0.0%CoreLowVirginia Beach, VA2026-11-03
Washington Trust Advisors, Inc.
4,162$276.5K0.0%GrowthLowWellesley, MA2026-10-22
Prism Advisors, Inc.
3,771$254.8K0.1%ETFMediumStudio City, CA2026-10-09
Align Financial, LLC
3,342$222.0K0.1%ETFVery LowHermantown, MN2026-10-16
Hurley Capital, LLC
2,571$170.8K0.1%GARPMediumNew York, NY2026-11-05
Princeton Global Asset Management LLC
2,225$147.8K0.0%GrowthLowPrinceton, NJ2026-10-21
S.A. Mason LLC
2,029$134.8K0.0%GrowthVery LowHolland, MI2026-10-13
Parallel Advisors, LLC
1,722$114.4K0.0%IndexLowSan Francisco, CA2026-11-03
Global Trust Asset Management, LLC
1,000$66.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
CGC Financial Services, LLC
942$62.6K0.0%ETFLowLake Oswego, OR2026-10-13
Mascoma Wealth Management LLC
575$38.2K0.0%ETFVery LowHanover, NH2026-10-23
Creative Capital Management Investments LLC
356$23.7K0.0%ETFLowSan Diego, CA2026-10-28
Transce3nd, LLC
322$22.1K0.0%GrowthLowBuda, TX2026-10-26
1620 Investment Advisors, Inc.
103$6.8K0.0%ValueLowPlymouth, MA2026-11-04
Trust Co
44$2.9K0.0%ETFVery LowManhattan, KS2026-10-09