Skip to content
Disclosery

DFAT DIMENSIONAL ETF TRUST

Follow

US TARGETED VLU (fund)

846 managers (856 13F filers) reported a position in DFAT shares at 2026-06-30, 165,648,836 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
846
13F filers
856
New
63
Added
285
Reduced
284
Sold out
26
Shares held by filers
165,648,836

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthgroup of 2 filers holding18,124,456$1.27B-735,868Timeline
Creative Planningin group Creative Planning13,305,154$930M0.54%-216,33313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP10,383,581$726M9.32%+34,00313F-HRTimelineGroup
Index Fund Advisors, Inc.6,328,437$442M17.56%-55,36213F-HRTimeline
Pure Financial Advisors, LLC5,711,959$399M5.08%+194,70713F-HRTimeline
Savant Capital, LLC5,350,293$375M1.1%+566,62413F-HRTimeline
EP Wealth Advisors, LLC4,751,916$332M1.27%+450,90113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,814,122$197M15.55%-26,12413F-HRTimeline
Asset Dedication, LLC2,548,907$178M11.21%+8,67313F-HRTimeline
Apella Capital, LLC2,077,701$144M2.04%-55,12613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,834,767$128M0.03%-213,94613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,801,593$126M0.17%-843,40613F-HR/ATimelineGroup
HighTower Advisors, LLC1,785,984$125M0.12%-14,53913F-HRTimeline
Trust Co of the South1,754,110$123M17.26%-36,38013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,681,761$118M0.15%+129,12313F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,618,758$113M0.01%+87,52613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC1,505,769$105M6.8%+10,25813F-HRTimeline
Smartleaf Asset Management LLC1,491,922$104M3.39%013F-HRTimeline
Truepoint, Inc.1,464,173$102M2.14%-16,99713F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,438,350$100M21.67%+6,04913F-HRTimeline
Sequoia Financial Advisors, LLC1,391,428$97.3M0.49%+18,13613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,335,533$93.4M0.11%+209,85413F-HRTimelineGroup
LPL Financial LLC1,258,840$88M0.02%+48,52113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,178,115$79.6M0.13%+99,30613F-HRTimeline
Sensible Money, LLC1,091,399$76.3M20.23%+23,05813F-HRTimeline
Evanson Financial, LLC1,090,019$76.2M3.73%13F-HRTimeline
Allworth Financial LP1,060,969$74.2M0.32%+13,76013F-HRTimeline
Abacus Wealth Partners, LLC1,024,195$71.6M7.52%-332,92413F-HRTimeline
Parkwoods Wealth Partners, LLC925,410$64.7M10.39%+13,05813F-HRTimeline
Empirical Financial Services, LLC d.b.a…922,732$64.5M0.95%+8,65913F-HRTimeline
Team Hewins, LLC917,911$64.2M17.55%-2,38013F-HRTimeline
Great Waters Wealth Management888,357$62.1M5.75%+34,94813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP846,849$59.2M0.02%+212,90513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC845,930$59.1M0.1%+378,91313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding829,212$58M+141,410Timeline
Joel Isaacson & Co., LLC823,931$57.6M1.67%+10,44813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC816,647$57.1M20.4%-19,06213F-HRTimeline
Mariner, LLCin group Mariner, LLC787,152$55M0.06%-67,53213F-HRTimelineGroup
Modera Wealth Management, LLC770,649$53.9M0.57%+36,92413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC756,908$52.9M4.34%+25,19813F-HRTimeline
Plancorp, LLC758,035$52.8M1.29%-636,08313F-HRTimeline
RW Investment Management LLC741,761$51.8M4.55%-20,94213F-HRTimeline
Three Arch Wealth Management LLC730,943$51.1M7.84%-7,08313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC712,667$49.8M3.65%-45,14913F-HRTimeline
SAX WEALTH ADVISORS, LLC775,382$48.4M1.97%+17,97013F-HRTimeline
KEB ASSET MANAGEMENT, LLC685,036$47.9M7.75%-2,63113F-HRTimeline
Cetera Investment Advisers662,401$46.3M0.04%+11,66813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO658,102$46M<0.01%+32,96613F-HRTimelineGroup
Tumwater Wealth Management, LLC636,708$44.5M16.1%+7,97313F-HRTimeline
Aspen Wealth Management LLC584,682$40.9M6.94%+48,47213F-HRTimeline
Richard Young Associates, Ltd.558,629$39M25.95%-34713F-HRTimeline
Confluence Wealth Services, Inc.554,562$38.8M1.11%+97,54013F-HRTimeline
Financial Harvest, LLC538,074$37.6M15.55%+30,44013F-HRTimeline
UBS Group AGgroup of 2 filers holding530,684$37.1M+76,847Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC505,941$35.4M2.39%+17,34713F-HRTimeline
EnRich Financial Partners LLC504,548$35.3M8.38%-17,06913F-HRTimeline
Beaird Harris Wealth Management, LLC472,417$33M2.07%-12,45913F-HRTimeline
Summit Financial Strategies, Inc.472,327$33M2.32%+26,03813F-HRTimeline
Planning Center, Inc.467,301$32.7M3.08%-29713F-HRTimeline
TCI Wealth Advisors, Inc.465,341$32.5M1.41%-5,46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC461,947$32.3M0.04%+10,19013F-HRTimeline
NorthAvenue LLC455,179$31.8M22.79%+14,25813F-HRTimeline
AE Wealth Management LLC454,658$31.8M0.15%+14,08613F-HRTimeline
Babb Wealth Advisors LLC453,835$31.7M15.29%+15,63613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC447,591$31.3M0.01%+56,59313F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.445,523$31.1M5.07%+4,98613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC436,219$30.5M0.51%-47,22913F-HRTimeline
Squire Investment Management Company, L…432,120$30.2M7.27%-97813F-HRTimeline
Watchman Group, Inc.431,658$30.2M6.74%+1,14913F-HRTimeline
Disciplined Equity Management, Inc.429,100$30M13.28%+14,93013F-HRTimeline
Allen Capital Group, LLC421,972$29.5M2.42%+3,37313F-HRTimeline
TFC Financial Management, Inc.411,492$28.8M3.19%+2,51313F-HRTimeline
Cambridge Financial Group, LLC405,762$28.4M8.93%+15,74613F-HRTimeline
Meritas Wealth Management, LLC403,496$28.2M11.01%-1,53613F-HRTimeline
Lauterbach Financial Advisors, LLC390,415$27.3M11.74%+90713F-HRTimeline
First Command Advisory Services, Inc.387,111$27M0.16%-92,28013F-HRTimeline
Foster Group, Inc.385,529$26.9M0.72%-8,70513F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.384,734$26.9M8.09%+20,40613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.384,676$26.9M6.55%+10,71813F-HRTimeline
TFO Wealth Partners, LLC381,720$26.7M2.9%-15,17413F-HRTimeline
Betterment LLC380,189$26.6M0.04%+13,48913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP373,158$26.1M0.33%+173,46113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV369,252$25.8M2.94%+19,60713F-HRTimeline
Triune Financial Partners, LLC366,685$25.6M5.35%+10,98613F-HRTimeline
Sterling Wealth Management, Inc.365,048$25.5M6.34%+82413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.363,048$25.4M0.15%+22,10013F-HRTimelineGroup
Elser Financial Planning, Inc358,376$25.1M1.09%-10,87713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP355,243$24.8M0.03%+48,43013F-HRTimelineGroup
Guardian Wealth Management, LLC352,499$24.6M6.91%-4,57013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.349,809$24.5M<0.01%+95,23313F-HRTimelineGroup
Visionary Wealth Advisors344,964$24.1M0.95%-1,67513F-HRTimeline
CHOREO, LLC343,578$24M0.26%-1,98513F-HRTimeline
Tillman Hartley LLC331,926$23.2M5.21%-8,63613F-HRTimeline
KELLY FINANCIAL GROUP LLC329,931$23.1M5.12%+2,54013F-HRTimeline
RS CRUM INC.326,265$22.8M4.28%+4,31913F-HRTimeline
Farther Finance Advisors, LLC325,065$22.7M0.18%+56,41813F-HRTimeline
KILNER CAPITAL ADVISORS, LLC319,755$22.3M19.11%+1,57513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp315,251$22M0.37%+21,10713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…314,291$22M0.01%+15,47213F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC311,403$21.8M11.09%+90313F-HRTimeline
CARDIFF PARK ADVISORS, LLC307,986$21.5M1.67%-9,24813F-HRTimeline
Crestmont Private Wealth LLC306,999$21.5M6.02%+112,24513F-HRTimeline
D.A. DAVIDSON & CO.305,344$21.3M0.12%+52,29013F-HRTimeline
BlueSky Wealth Advisors, LLC304,985$21.3M2.47%+10,48313F-HRTimeline
Financial Engines Advisors L.L.C.302,749$21.2M0.04%-22,93113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…301,743$21.1M8.42%+2,30213F-HRTimeline
Beacon Pointe Advisors, LLC301,249$21.1M0.1%-5,85013F-HRTimeline
Cambridge Investment Research Advisors,…297,598$20.8M0.05%+46,63713F-HR/ATimeline
Prism Advisors, Inc.293,957$20.5M4.99%-9,18213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC292,783$20.5M7.44%-4,44113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC288,960$20.2M13.67%-84913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC283,605$19.8M0.12%+34,15113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,525$19.4M<0.01%+6,29113F-HRTimelineGroup
LIBRA WEALTH LLC276,118$19.3M4.93%-3,95913F-HRTimeline
Aspen Capital Management, LLC274,326$19.2M4.23%-2,94813F-HRTimeline
Tiller Private Wealth, Inc.273,681$19.1M5.99%-2,31313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC273,030$19.1M0.06%-63,63513F-HRTimelineGroup
WPWealth LLP252,326$17.6M2.62%-32,76613F-HRTimeline
Quantum Financial Advisors, LLC251,645$17.6M1.74%-1,44513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY245,275$17.1M<0.01%+3313F-HRTimelineGroup
PROFESSIONAL FINANCIAL SOLUTIONS LLC …237,571$16.6M12.9%+1,53813F-HRTimeline
Graver Capital Management, LLC235,845$16.5M11.74%-10,62113F-HRTimeline
Altiora Financial Group, LLC234,704$16.4M2.59%-27213F-HRTimeline
OLIO Financial Planning233,804$16.3M4.05%+3,52213F-HRTimeline
McLean Asset Management Corp226,497$16M2.12%-4,47813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC225,571$15.8M1.79%+14,88413F-HRTimeline
HMV Wealth Advisors, LLC221,622$15.5M6.03%+5513F-HRTimeline
Navigoe, LLC220,712$15.4M8.07%-68813F-HRTimeline
JDH Wealth Management, LLC217,913$15.2M9.27%-5,03113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska212,794$14.9M1.33%-2,19213F-HRTimelineGroup
Ruedi Wealth Management, Inc.212,725$14.9M3.49%-3,80913F-HRTimeline
ShankerValleau Wealth Advisors, Inc.209,327$14.6M3.85%-6,01713F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC205,886$14.4M7.53%-33613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,905$14.3M0.02%+29,87413F-HRTimelineGroup
Kings Path Partners LLC203,733$14.2M3.79%+36,89413F-HRTimeline
Capstone Wealth Management, LLC195,951$13.7M6.36%-6,85013F-HRTimeline
Navigation Group, LLC194,545$13.6M2.65%+1,56913F-HRTimeline
ASPIRIANT, LLC188,313$13.2M0.32%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC187,138$13.1M1.28%-3,07213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS185,194$12.9M5.06%-6613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management181,348$12.7M0.38%+3,03913F-HRTimelineGroup
Larson Financial Group LLC181,265$12.7M0.33%-33,72613F-HRTimeline
Disciplined Investments, LLC180,235$12.6M4.07%+10,11213F-HR/ATimeline
PINNEY & SCOFIELD, INC.177,700$12.4M6.07%-2,15413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC177,635$12.4M2.66%-9,57413F-HRTimeline
Robertson Stephens Wealth Management, L…176,118$12.3M0.3%+30113F-HRTimeline
VANCE WEALTH, LLC167,087$11.7M2.63%+71113F-HRTimeline
Pioneer Wealth Management Group166,160$11.6M2.81%+12,42713F-HRTimeline
MML INVESTORS SERVICES, LLC161,696$11.3M0.02%-10,96113F-HRTimeline
New England Private Wealth Advisors LLC154,990$10.9M1.06%-3,24313F-HRTimeline
McKinley Carter Wealth Services, Inc.155,004$10.8M0.56%+7,88613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding153,720$10.7M+9,673Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP151,219$10.6M0.06%+313F-HRTimelineGroup
OMNI 360 Wealth, Inc.149,852$10.5M4.84%-18,91313F-HRTimeline
Lutz Financial Services LLC148,452$10.4M0.63%-1,06213F-HRTimeline
Pillar Financial Advisors, LLC148,338$10.4M5.42%-10113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.147,297$10.3M2.4%-4,55413F-HRTimeline
Austin Asset Management Co Inc146,543$10.2M1.43%-3,27313F-HRTimeline
Avondale Wealth Management146,346$10.2M4.17%+12,86113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC142,535$9.96M0.03%+8,77313F-HRTimelineGroup
American Investment Services, Inc.142,440$9.96M2.1%-21413F-HRTimeline
Strategic Investment Solutions, Inc. /IL141,622$9.9M2.26%+4,30713F-HRTimeline
City State Bank141,574$9.9M2.27%+7,74913F-HRTimeline
Twin Cities Retirement Group LLC139,004$9.72M8.32%-6,34913F-HRTimeline
MATHER GROUP, LLC.137,045$9.58M0.08%-4,71513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC136,848$9.57M2.49%+23013F-HRTimeline
Gradient Capital Advisors, LLC134,622$9.41M2.18%-3,91813F-HRTimeline
Highland Investment Advisors LLC134,493$9.4M4.1%13F-HRTimeline
Vawter Financial, Ltd.132,896$9.29M3.5%-2,71613F-HRTimeline
SCRATCH CAPITAL LLC131,831$9.21M4.57%+1113F-HRTimeline
DiNuzzo Private Wealth, Inc.131,670$9.2M0.91%-2,26713F-HRTimeline
Lakeshore Financial Planning, Inc.128,433$8.98M2.89%-1,43213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS128,258$8.97M0.01%-10,17713F-HRTimeline
Annandale Capital, LLC128,199$8.96M1.33%+8,65613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …127,321$8.9M0.1%-1,48513F-HRTimelineGroup
Quantinno Capital Management LP126,195$8.82M0.01%+26,85313F-HRTimeline
Timonier Family Office, LTD.125,860$8.8M2.48%13F-HRTimeline
Rather & Kittrell, Inc.123,490$8.63M1.21%-2,97513F-HRTimeline
Mason Investment Advisory Services, Inc.120,467$8.42M0.32%+21213F-HRTimeline
Quantum Financial Planning Services, In…120,431$8.42M2.61%+20,14813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC134,174$8.38M1.05%013F-HRTimeline
Arkadios Wealth Advisors118,676$8.3M0.13%+15,60613F-HRTimeline
SACHEM HILL LLC117,220$8.19M1.46%-35713F-HRTimeline
Capstone Wealth Management, Inc.114,468$8.03M6.03%+3,27513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC114,095$7.98M2.25%-3,06613F-HRTimeline
TAGStone Capital, Inc.108,877$7.61M2.42%+4,74613F-HRTimeline
Parkshore Wealth Management, Inc.107,010$7.48M2.15%-4,78113F-HRTimeline
Seneschal Advisors, LLC106,795$7.46M5.11%-3,36513F-HRTimeline
FMB WEALTH MANAGEMENT103,198$7.21M2.65%-2,08913F-HRTimeline
Ariadne Wealth Management, LP103,000$7.2M3.18%-1,10113F-HRTimeline
BWM Planning, LLC102,496$7.16M1.66%+1,52313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC102,290$7.15M0.94%-2,29513F-HRTimeline
Valued Wealth Advisors LLC100,807$7.05M2.56%-4,58013F-HRTimeline
Mills Wealth Advisors LLC100,698$7.04M2.22%+4,77513F-HRTimeline
Weinberger Asset Management, Inc98,455$6.96M2.23%+6,89513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,318$6.94M0.01%-55213F-HRTimelineGroup
NewEdge Advisors, LLC99,069$6.92M0.02%+9,46413F-HRTimeline
COGENT STRATEGIC WEALTH LLC97,208$6.79M6.48%-3,49713F-HRTimeline
Ferguson Johnson Wealth Management Inc96,606$6.75M4.92%-60213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC96,061$6.71M0.11%new13F-HRTimeline