Who Owns DEMENSIONAL US TG VAL (DFAT)? -- Institutional Holders (2026-06-30)

888 institutions reported holding $11.66B of DEMENSIONAL US TG VAL (DFAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($930.0M), Focus Partners Wealth ($873.2M), Forum Financial Management, LP ($725.8M), Index Fund Advisors, Inc. ($442.4M), Pure Financial Advisors, LLC ($399.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Creative Planning	$930.0M	13.3M	Trimmed
2	Focus Partners Wealth	$873.2M	12.5M	Trimmed
3	Forum Financial Management, LP	$725.8M	10.4M	Added
4	Index Fund Advisors, Inc.	$442.4M	6.3M	Trimmed
5	Pure Financial Advisors, LLC	$399.3M	5.7M	Added
6	Focus Partners Advisor Solutions, LLC	$393.7M	5.6M	Trimmed
7	Savant Capital, LLC	$375.0M	5.4M	Added
8	EP Wealth Advisors, LLC	$332.2M	4.8M	Added
9	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$196.7M	2.8M	Trimmed
10	Asset Dedication, LLC	$178.2M	2.5M	Added
11	Apella Capital, LLC	$144.1M	2.1M	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$128.3M	1.8M	Trimmed
13	Corient Private Wealth LLC	$125.9M	1.8M	Trimmed
14	HighTower Advisors, LLC	$124.8M	1.8M	Trimmed
15	Trust Co of the South	$122.6M	1.8M	Trimmed
16	MERCER GLOBAL ADVISORS INC /ADV	$117.6M	1.7M	Added
17	BANK OF AMERICA CORP /DE/	$113.2M	1.6M	Added
18	EARNED WEALTH ADVISORS, LLC	$105.3M	1.5M	Added
19	Smartleaf Asset Management LLC	$104.2M	1.5M	Hold
20	Truepoint, Inc.	$102.3M	1.5M	Trimmed
21	GREAT OAK CAPITAL PARTNERS, LLC	$100.2M	1.4M	Added
22	Sequoia Financial Advisors, LLC	$97.3M	1.4M	Added
23	Cerity Partners LLC	$93.4M	1.3M	Added
24	LPL Financial LLC	$88.0M	1.3M	Added
25	Premier Financial Group	$82.7M	1.2M	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30