DFAT DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL: institutional ownership and insider trading

20 funds reported holding $49.3M of DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL in their latest 13F filings; in Q2 2026 funds net sold $71.9K, with 0 new positions and 0 funds selling out.

Largest institutional holders of DFAT

  1. VESTIA PERSONAL WEALTH ADVISORS — $12.3M
  2. Gradient Capital Advisors, LLC — $8.80M
  3. STUDIO INVESTMENT MANAGEMENT LLC — $8.48M
  4. Fortitude Family Office, LLC — $5.21M
  5. Ares Financial Consulting, LLC — $4.90M
  6. Strategic Blueprint, LLC — $2.12M
  7. Root Financial Partners, LLC — $2.05M
  8. Lodestone Wealth Management LLC — $1.85M
  9. McCarley & Cook Financial Planners — $1.46M
  10. Monument Group Wealth Advisors, LLC — $552K

All DFAT 13F holders