U.S. Targeted Value Portfolio ETF Class Shares (DFAT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for DFAT. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 850 institutions reported holding DFAT, with 163.8 million shares worth $11.4 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Creative Planning | 13,305,154 | $930M | DECREASED |
| Focus Partners Wealth | 12,491,981 | $873M | DECREASED |
| Forum Financial Management | 10,383,581 | $726M | INCREASED |
| Index Fund Advisors | 6,328,437 | $442M | DECREASED |
| Pure Financial Advisors | 5,711,959 | $399M | INCREASED |
Full institutional holdings, insider history, and congressional trades for U.S. Targeted Value Portfolio ETF Class Shares on SentiSense.