Dimensional US Target Value
$67.98-0.2%
+$104.2M
Net Activity
+0.31% total shares
Institutions Holding
862
Popularity Rank
#598
Avg Weight
1.24%
Total Value
$11.7B
862 institutions currently hold DFAT, with 359 net buyers and 325 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
325
Net Buying Institutions
359
Top 5 by Value
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Across its top 20 institutional holders, DFAT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 19/100).
DFAT ranks #598 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
DFAT is a top-conviction position for Great Oak Capital Partners, LLC — at 21.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in DFAT belongs to Creative Planning, but the position matters far more to Great Oak Capital Partners, LLC, who has 21.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its DFAT position for two straight quarters, increasing it by $19.1M to reach $86.8M today.
OMNI 360 Wealth, Inc. has trimmed its DFAT position for two straight quarters, cutting it by $702.5K while still holding $9.8M.
DFAT is down 0.2% today, but institutions show net buying of $104.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$403.0M
Total Buy Value
$457.4M
Total Sell Value
359
Net Buyers
325
Net Sellers
DFAT
Q2 2026
Top 5 Institutional Movers
+$85.6M
+$79.5M
+$76.2M
+$76.2M
+$63.6M
DFAT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
25434V609
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,716
Total reported value
$473.6B
Held by 4716 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Access DFAT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DFATCLI
npx alphasmo stocks get DFAT