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Disclosery

DFAT DIMENSIONAL ETF TRUST

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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
SwitchPoint Financial Planning, LLC92,368$6.46M3.73%+12913F-HRTimeline
Vestment Financial LLC92,817$6.42M2.88%+4,76813F-HRTimeline
CLARIS ADVISORS, LLC / MO /91,789$6.42M1.68%-2,50913F-HRTimeline
Bedel Financial Consulting, Inc.90,713$6.34M0.61%+15,55213F-HRTimeline
Greenspring Advisors, LLC90,699$6.34M0.35%-1,18813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC90,520$6.33M1.07%+3,38513F-HRTimeline
Gibson Capital, LLC88,993$6.22M1.02%-1,02913F-HRTimeline
Glassy Mountain Advisors, Inc.88,166$6.16M1.69%-1,79413F-HRTimeline
Lionshead Wealth Management, LLC87,115$6.09M3.95%+2,32213F-HRTimeline
WorthPointe, LLC87,024$6.08M1.53%+5,15113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,953$6.08M0.01%-81213F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC86,651$6.06M3.47%-2,53413F-HRTimeline
Private Advisor Group, LLC85,938$6.01M0.03%+42,70413F-HRTimeline
Burk Holdings LLC84,639$5.92M2.19%-2,58513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.84,406$5.9M1.89%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC83,906$5.87M0.33%-99913F-HRTimeline
Platform Wealth Management, LLC83,404$5.83M2.13%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…83,077$5.81M1.73%-1,06213F-HRTimeline
Shearwater Capital LLC82,111$5.74M2.74%013F-HRTimeline
Porter White Investment Advisors, Inc.81,639$5.71M2.2%-2,18313F-HRTimeline
HB Wealth Management, LLC81,546$5.7M0.03%+12,05713F-HRTimeline
Aviance Capital Partners, LLC80,609$5.63M0.58%+3,41413F-HRTimeline
Factor Wealth Management LTD79,675$5.57M0.84%-97813F-HRTimeline
MAI Capital Management79,250$5.54M0.02%+12,86013F-HRTimeline
Integrated Wealth Concepts LLC78,325$5.47M0.03%+30,46513F-HRTimeline
B&D White Capital Company, LLC77,213$5.4M0.54%-1,30213F-HRTimeline
Bragg Financial Advisors, Inc77,148$5.39M0.14%-3,78713F-HRTimeline
White Wing Wealth Management76,449$5.34M2.79%-1,22113F-HRTimeline
Certified Advisory Corp76,187$5.33M0.43%+12,40213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…75,642$5.29M1.31%+1,36913F-HRTimeline
Verdence Capital Advisors LLC75,635$5.29M0.28%013F-HRTimeline
RTD Financial Advisors, Inc.75,562$5.28M0.58%-31013F-HRTimeline
BBR PARTNERS, LLC74,672$5.22M0.24%-7413F-HRTimeline
SC&H Financial Advisors, Inc.74,620$5.22M0.69%+2913F-HRTimeline
Physician Wealth Solutions Inc.73,270$5.12M1.94%-21713F-HRTimeline
Fortitude Family Office, LLC73,148$5.11M1%-2,90613F-HRTimeline
Integras Partners LLC73,026$5.1M2.82%-1,08713F-HRTimeline
Total Clarity Wealth Management, Inc.71,642$5.01M0.97%-63013F-HRTimeline
Frankly Finances, LLC71,580$5M3.95%013F-HR/ATimeline
Evensky & Katz LLC71,295$4.98M0.26%+1,01813F-HRTimeline
Ares Financial Consulting, LLC71,147$4.97M3.57%+42413F-HRTimeline
Pacific Asset Management, LLC70,727$4.94M2.43%-14813F-HRTimeline
Woodward Financial Advisors, Inc.70,151$4.9M1.64%-2,10313F-HRTimeline
Diversified Portfolios, Inc.69,706$4.87M0.35%013F-HRTimeline
Private Wealth Management Group, LLC69,376$4.85M1.13%-2,39313F-HRTimeline
Level Financial Advisors69,302$4.84M1.08%+23913F-HRTimeline
Hill Investment Group Partners, LLC68,978$4.82M0.49%-17813F-HRTimeline
Broadhurst Jeffrey B68,950$4.82M10.25%-9,25913F-HRTimeline
Rooted Wealth Advisors, Inc.68,695$4.8M1.18%+6,07113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC68,249$4.77M2.72%-2,22913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers66,577$4.65M0.01%+17,40613F-HRTimelineGroup
Passive Capital Management, LLC.76,992$4.58M1.43%-1,87113F-HRTimeline
Belleair Asset Management, LLC64,613$4.52M3.8%-15713F-HRTimeline
Steward Partners Investment Advisory, L…63,856$4.46M0.02%+37,20913F-HRTimeline
Zhang Financial LLC63,378$4.43M0.13%-52,84713F-HRTimeline
InTrack Investment Management Inc63,336$4.43M2.2%-2,10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,913$4.4M<0.01%new13F-HRTimelineGroup
Klingman & Associates, LLC62,861$4.39M0.19%-1,47113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,671$4.31M<0.01%new13F-HRTimelineGroup
Burton Enright Welch60,666$4.24M0.5%-1,65213F-HRTimeline
TIAAgroup of 3 filers holding60,300$4.21M+37,660Timeline
Vantage Point Financial LLC59,930$4.19M1.28%-45613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …59,452$4.16M0.03%+28613F-HRTimelineGroup
Compound Planning, Inc.59,182$4.14M0.11%-23313F-HRTimeline
Vistica Wealth Advisors, LLC59,060$4.13M3.57%-1,48713F-HRTimeline
Thayer Financial, L.L.C.58,801$4.11M3.74%+1,10813F-HRTimeline
Walsh & Associates, LLC58,493$4.09M3.34%+17,33413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…58,053$4.06M0.45%-23713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/57,957$4.05M<0.01%-9113F-HRTimelineGroup
Live Oak Private Wealth LLC57,751$4.04M0.5%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…57,635$4.03M0.07%-7213F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.57,253$4M1.23%-6313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56,377$3.94M0.13%-99513F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…55,778$3.9M0.74%-53513F-HRTimeline
CURIO WEALTH, LLC55,360$3.87M1.2%-41013F-HRTimeline
PW ADVISORS, LLC \ FL55,190$3.86M2.57%-3,64713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC55,017$3.85M0.03%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.54,521$3.81M3.12%+1,25513F-HRTimeline
AG Asset Advisory, LLC53,783$3.76M3.04%-45813F-HRTimeline
Freedom Investment Management, Inc.53,524$3.74M1.04%-86713F-HRTimeline
Symmetry Partners, LLC53,496$3.74M0.19%-1,77113F-HRTimeline
Tennessee Valley Asset Management Partn…53,206$3.72M0.41%new13F-HRTimeline
Simplicity Wealth,LLC52,478$3.67M0.12%-2,26913F-HRTimeline
Waverly Advisors, LLC52,472$3.67M0.02%+1,75613F-HRTimeline
Generations Wealth, LLC52,335$3.66M3.47%-1,39713F-HRTimeline
Kane Co Wealth Management, Inc.52,064$3.64M2.76%-56813F-HRTimeline
Strategent Financial, LLC51,529$3.6M2.07%+4013F-HRTimeline
Johnson Wealth Management, LLC51,250$3.58M1.52%-3,94513F-HRTimeline
BluePrint Investing LLC50,462$3.53M2.97%+2,14213F-HRTimeline
OneDigital Investment Advisors LLC50,454$3.53M0.03%-1,26213F-HRTimeline
Activest Wealth Management50,380$3.52M0.68%-1,70413F-HRTimeline
Astra Wealth Partners LLC50,079$3.5M1.95%+2,71713F-HRTimeline
Entelevest, LLC49,450$3.46M3.03%+2,73613F-HRTimeline
RFG Advisory, LLC48,513$3.39M0.05%+7913F-HRTimeline
CFS Investment Advisory Services, LLC47,719$3.32M0.22%-2,09513F-HRTimeline
Beckerman Institutional, LLC47,386$3.31M1.58%+1,25513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC46,782$3.27M0.04%+31,23113F-HRTimelineGroup
Sound Portfolio Advisors, LLC46,633$3.26M2.31%-2,74113F-HRTimeline
Applied Capital LLC46,620$3.26M1.05%013F-HRTimeline
Werba Rubin Papier Wealth Management46,508$3.25M0.39%+39813F-HRTimeline
Redwood Park Advisors LLC46,201$3.23M2.33%-96613F-HRTimeline
Merit Financial Group, LLC45,997$3.22M0.02%-4,33013F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS45,908$3.21M0.33%+24,51013F-HRTimeline
XY Planning Network, Inc.45,877$3.21M0.4%+1,54413F-HRTimeline
Aegis Wealth Management LLC45,428$3.18M1.49%-75013F-HRTimeline
FINANCIAL CONSULATE, INC44,061$3.08M0.34%+2,70713F-HRTimeline
Tyche Wealth Partners LLC42,925$3M0.42%013F-HRTimeline
Sigma Planning Corp42,331$2.96M0.07%+47713F-HRTimeline
Avant Financial Advisors LLC42,149$2.95M1.84%+1,53813F-HRTimeline
TruNorth Capital Management, LLC41,892$2.93M0.47%013F-HRTimeline
Ponta Wealth Partners, LLC41,657$2.91M1.56%+10,72113F-HRTimeline
Aerodigm Wealth, LLC41,577$2.91M0.98%-1,01513F-HRTimeline
FMR LLCin group FMR LLC41,422$2.9M<0.01%+1,11413F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA40,343$2.82M0.48%+3,81213F-HRTimeline
True Wealth Design, LLC40,114$2.8M0.67%-1,47313F-HRTimeline
Vise Technologies, Inc.39,796$2.78M0.03%+13,85013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,700$2.78M0.83%-1,14313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,340$2.75M<0.01%-17,69213F-HRTimelineGroup
Bridgewater Advisors Inc.37,725$2.7M0.15%013F-HRTimeline
Strathmore Capital Advisors, Inc.38,276$2.7M0.73%-70313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,402$2.68M<0.01%+3,16113F-HRTimelineGroup
3 FACTOR INDEXING, LLC38,183$2.67M2.26%+19013F-HRTimeline
Mutual Advisors, LLC37,743$2.64M0.05%-2813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,271$2.61M<0.01%-2,05413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP37,139$2.6M0.12%-62313F-HRTimeline
Investmark Advisory Group LLC37,054$2.59M0.98%+5413F-HRTimeline
Glass Jacobson Investment Advisors llc36,365$2.54M0.79%+46113F-HRTimeline
Rockwood Wealth Management, LLC36,207$2.53M0.16%013F-HRTimeline
Midwest Trust Co35,586$2.49M0.03%-1,64913F-HRTimeline
NorthCrest Asset Manangement, LLC35,853$2.48M0.06%new13F-HRTimeline
Navigate Wealth Management, LLC35,078$2.48M1.53%+3,00913F-HRTimeline
Long Island Wealth Management, Inc.35,343$2.47M1.02%+1,73713F-HRTimeline
Rehmann Capital Advisory Group35,172$2.46M0.11%-32713F-HRTimeline
International Private Wealth Advisors L…35,048$2.45M1.26%+24713F-HRTimeline
Cresset Asset Management, LLC34,977$2.44M0.01%-15,11213F-HRTimeline
Savvy Advisors, Inc.34,582$2.42M0.05%+14,81113F-HRTimeline
marrick wealth, LLC34,550$2.42M1.71%+5913F-HRTimeline
Grove Street Fiduciary, LLC34,497$2.41M1.02%-1,30413F-HRTimeline
Abel Hall, LLC33,649$2.35M0.41%-42313F-HRTimeline
Sanctuary Advisors, LLC33,578$2.35M0.01%+17713F-HRTimeline
Global Retirement Partners, LLC33,043$2.31M0.04%13F-HRTimeline
Clark Asset Management, LLC32,551$2.28M0.18%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,502$2.27M<0.01%013F-HRTimelineGroup
Heritage Investment Group, Inc.32,227$2.25M0.3%-17513F-HRTimeline
Corus Family Wealth Advisors32,066$2.24M1.54%+1013F-HRTimeline
BIP Wealth, LLC32,038$2.24M0.06%+5,65613F-HRTimeline
Cascade Financial Partners, LLC31,915$2.23M0.19%-67613F-HRTimeline
LAM GROUP, INC.31,603$2.21M1.1%+713F-HRTimeline
HBE Wealth Management, LLC31,364$2.19M1.57%-15213F-HRTimeline
Caprock Group, LLC31,234$2.18M0.04%-22513F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,223$2.18M0.54%+513F-HRTimeline
Olistico Wealth, LLC31,036$2.17M0.93%+1,32413F-HRTimeline
Strategic Blueprint, LLC30,881$2.16M0.11%-1,06413F-HRTimeline
Root Financial Partners, LLC30,205$2.11M0.08%-3,13413F-HRTimeline
QUARRY HILL ADVISORS, LLC29,565$2.07M0.79%-60513F-HRTimeline
Avior Wealth Management, LLC29,474$2.06M0.05%-9,53913F-HRTimeline
New Dimensions Wealth Management, LLC28,924$2.02M1.53%-1,52713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO28,493$1.99M<0.01%+7,52213F-HRTimelineGroup
True North Advisors, LLC28,257$1.98M0.19%013F-HRTimeline
Aptus Capital Advisors, LLC27,866$1.95M0.01%+913F-HRTimeline
Financial Synergies Wealth Advisors, In…27,819$1.94M0.16%-7013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,615$1.93M<0.01%-82713F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC27,593$1.93M1.43%-14213F-HRTimeline
Lodestone Wealth Management LLC27,372$1.91M0.68%-2,82513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.26,624$1.86M0.81%-19513F-HRTimeline
Versant Capital Management, Inc26,004$1.82M0.16%-67713F-HRTimeline
Legacy Financial Advisors, Inc.25,822$1.8M0.22%+1,51313F-HRTimeline
25 LLC25,806$1.8M0.49%+7013F-HRTimeline
Pandowealth. LLC25,540$1.79M1.47%-91513F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,511$1.78M0.01%-2,32213F-HRTimeline
MONTAG A & ASSOCIATES INC25,398$1.78M0.07%+4513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,370$1.77M<0.01%+10,27313F-HRTimelineGroup
RENASANT BANK25,324$1.77M1.14%013F-HRTimeline
Meredith Wealth Planning25,177$1.76M0.42%+213F-HRTimeline
Triumph Capital Management25,110$1.76M0.32%+1,05113F-HRTimeline
Legacy Capital Wealth Partners, LLC24,802$1.73M0.33%-53913F-HRTimeline
Curi Capital, LLC24,525$1.71M0.03%013F-HRTimeline
IFG Advisors, LLC24,489$1.71M0.24%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.24,360$1.7M0.92%-63513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,333$1.7M<0.01%new13F-HRTimelineGroup
55 North Private Wealth, LLC24,331$1.7M0.33%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC24,142$1.69M1.19%013F-HRTimeline
BOS Asset Management, LLC24,099$1.68M0.39%013F-HRTimeline
Aspirean Wealth, LLC23,728$1.66M1.54%-66413F-HRTimeline
NerdWallet Wealth Partners, LLC23,466$1.64M0.57%013F-HRTimeline
Vermillion Wealth Management, Inc.23,336$1.63M0.38%+2,82513F-HRTimeline
Compass Advisory Group LLC23,253$1.63M0.39%+23513F-HRTimeline
WealthCollab, LLC22,975$1.61M0.58%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.22,710$1.59M0.18%-1,19413F-HR/ATimeline
Copper Harbor Investment Advisors, LLC22,662$1.58M0.34%13F-HRTimeline
Foundation Wealth Management, LLC\PA22,543$1.58M0.48%-57613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC22,458$1.57M0.4%-93213F-HRTimeline
Arax Advisory Partners22,421$1.57M0.01%+21,15713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,251$1.56M0.09%-613F-HRTimeline
Kondo Wealth Advisors, Inc.22,198$1.55M0.52%+10313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,160$1.55M0.84%-1,52213F-HRTimeline
Prime Capital Investment Advisors, LLC22,051$1.54M0.01%-55513F-HRTimeline
180 WEALTH ADVISORS, LLC22,008$1.54M0.15%+2,84513F-HRTimeline
CENTRAL TRUST Co21,853$1.53M0.03%+5,27713F-HRTimeline
MSA Advisors, LLC21,687$1.52M0.39%013F-HRTimeline