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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

712 managers (713 13F filers) reported a position in DFAT shares at 2024-12-31, 155,328,062 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
712
13F filers
713
New
31
Added
242
Reduced
216
Sold out
18
Shares held by filers
155,328,062

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC92,475$5.15M4.93%13F-HRTimeline
CFS Investment Advisory Services, LLC91,027$5.07M0.45%-3,35313F-HRTimeline
Porter White Investment Advisors, Inc.85,370$4.75M2.41%-2,06513F-HRTimeline
RTD Financial Advisors, Inc.84,802$4.72M0.61%-13213F-HRTimeline
Shearwater Capital LLC84,385$4.7M3.19%-2713F-HRTimeline
TOWNSQUARE CAPITAL LLC83,583$4.65M0.05%+45,85313F-HRTimeline
Parkworth Wealth Management, Inc.81,718$4.55M3.78%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…81,477$4.53M0.67%+1,27313F-HRTimeline
Pacific Asset Management, LLC81,229$4.52M4.25%13F-HRTimeline
Private Wealth Management Group, LLC81,224$4.52M1.73%-7,39613F-HRTimeline
CLARIS ADVISORS, LLC / MO /80,881$4.5M1.69%+26113F-HRTimeline
OneDigital Investment Advisors LLC80,630$4.49M0.05%-3,65213F-HRTimeline
Mills Wealth Advisors LLC80,423$4.48M2.55%+11,12713F-HRTimeline
Verdence Capital Advisors LLC80,135$4.46M0.36%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC78,879$4.39M0.37%-4,44413F-HRTimeline
Valued Wealth Advisors LLC77,876$4.33M2.72%+3,85613F-HRTimeline
SC&H Financial Advisors, Inc.77,214$4.3M0.89%+2,15113F-HRTimeline
Farther Finance Advisors, LLC76,098$4.24M0.15%+3,92713F-HRTimeline
BBR PARTNERS, LLC74,746$4.16M0.29%-4,16413F-HRTimeline
Evensky & Katz LLC74,509$4.15M0.27%+11113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC74,234$4.13M0.01%+4,24213F-HRTimelineGroup
Concentrum Wealth Management73,311$4.08M1.44%+10,83313F-HRTimeline
Diversified Portfolios, Inc.73,240$4.08M0.44%-1,10513F-HRTimeline
Wealthstream Advisors, Inc.73,138$4.07M0.75%-5,33713F-HRTimeline
Vestment Financial LLC73,145$4.05M3.09%13F-HRTimeline
Level Financial Advisors72,510$4.04M1.48%-99113F-HRTimeline
Burk Holdings LLC71,657$3.99M3.23%13F-HRTimeline
Vantage Point Financial LLC66,971$3.73M2.01%13F-HRTimeline
Total Wealth Planning, LLC65,647$3.65M0.57%-1,30913F-HRTimeline
White Wing Wealth Management65,538$3.65M2.71%+1,31213F-HRTimeline
Fortitude Family Office, LLC65,497$3.65M1.3%+13,95713F-HRTimeline
BetterWealth, LLC64,850$3.61M0.99%+6413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC64,340$3.58M2.69%+3,07513F-HRTimeline
Symmetry Partners, LLC62,456$3.48M0.49%+1,82413F-HRTimeline
Klingman & Associates, LLC62,218$3.46M0.21%013F-HRTimeline
Shira Ridge Wealth Management61,086$3.4M1.66%-5,38013F-HRTimeline
Physician Wealth Solutions Inc.60,891$3.39M1.7%-413F-HRTimeline
Factor Wealth Management LTD60,746$3.38M1.12%13F-HRTimeline
Orion Porfolio Solutions, LLC59,631$3.32M0.03%+2,62113F-HRTimeline
Orion Portfolio Solutions, LLC59,631$3.32M0.03%+2,62113F-HRTimeline
Freedom Investment Management, Inc.59,206$3.3M0.27%+52113F-HRTimeline
CURIO WEALTH, LLC58,137$3.24M1.74%13F-HRTimeline
True Wealth Design, LLC57,793$3.22M1.25%-6,99013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…57,045$3.18M0.78%+413F-HRTimeline
Rooted Wealth Advisors, Inc.56,288$3.13M1.23%+6,41413F-HRTimeline
LJI Wealth Management, LLC56,245$3.13M0.62%+24213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55,128$3.07M0.17%-60813F-HRTimelineGroup
Weinberger Asset Management, Inc54,788$3.05M1.27%+4,40513F-HRTimeline
Woodward Financial Advisors, Inc.54,584$3.04M1.5%-2,40613F-HRTimeline
CWM, LLCin group CWM, LLC54,442$3.03M0.01%-16313F-HRTimelineGroup
Live Oak Private Wealth LLC54,357$3.03M0.51%-85413F-HRTimeline
Aegis Wealth Management LLC53,624$2.98M2.02%13F-HRTimeline
Aviance Capital Partners, LLC53,244$2.96M0.41%+3,50313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC51,304$2.86M0.04%+16,02513F-HRTimeline
Cresset Asset Management, LLC51,003$2.84M0.01%-17,09713F-HRTimeline
Werba Rubin Papier Wealth Management50,339$2.8M0.66%-15113F-HRTimeline
WorthPointe, LLC48,897$2.72M1.13%-33913F-HRTimeline
Jentner Corp47,878$2.66M0.78%-17513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,719$2.66M<0.01%-16713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.47,553$2.65M0.02%+2,62213F-HRTimeline
ARK & TLK INVESTMENTS, LLC47,242$2.63M0.91%-17513F-HRTimeline
Applied Capital LLC47,064$2.62M1.35%-1413F-HRTimeline
Quantum Financial Planning Services, In…46,615$2.59M1.44%13F-HRTimeline
SOL Capital Management CO46,020$2.56M0.29%013F-HRTimeline
XY Planning Network, Inc.45,660$2.54M1.91%13F-HRTimeline
Aerodigm Wealth, LLC45,636$2.54M1.52%-95213F-HRTimeline
Certified Advisory Corp44,584$2.48M0.27%+2,35013F-HRTimeline
Grove Street Fiduciary, LLC44,254$2.46M1.29%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.44,192$2.46M1.14%+7,56213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43,324$2.41M<0.01%new13F-HRTimelineGroup
Rockwood Wealth Management, LLC42,631$2.37M0.26%+413F-HRTimeline
TruNorth Capital Management, LLC42,419$2.36M0.65%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC41,853$2.33M0.98%+55613F-HRTimeline
Avant Financial Advisors LLC41,154$2.29M2.1%13F-HRTimeline
Investmark Advisory Group LLC41,042$2.28M1.12%+1,62613F-HRTimeline
Mattern Wealth Management LLC41,005$2.28M0.5%+1,00013F-HRTimeline
Main Street Financial Solutions, LLC39,300$2.19M0.22%+1,36213F-HRTimeline
AG Asset Advisory, LLC38,721$2.16M2.15%13F-HRTimeline
Redwood Park Advisors LLC38,558$2.15M1.83%13F-HRTimeline
Cascade Financial Partners, LLC38,556$2.15M0.28%+1,21013F-HRTimeline
Marcum Wealth, LLC38,353$2.13M0.19%+11613F-HRTimeline
Bridgewater Advisors Inc.37,875$2.13M0.22%013F-HRTimeline
Mutual Advisors, LLC36,835$2.1M0.06%+94813F-HRTimeline
Sigma Planning Corp37,719$2.1M0.07%+1,99213F-HRTimeline
FINANCIAL COUNSELORS INC37,358$2.08M0.03%+1,81713F-HRTimeline
Glass Jacobson Investment Advisors llc36,516$2.03M0.67%-34113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Astra Wealth Partners LLC36,421$2.03M1.91%13F-HRTimeline
Fortress Wealth Management, Inc.36,160$2.01M0.98%+4713F-HRTimeline
Addison Advisors LLC35,963$2M0.56%-2,60513F-HRTimeline
Abel Hall, LLC35,767$1.99M1.27%-97413F-HRTimeline
Beckerman Institutional, LLC35,699$1.99M1.59%+1,63413F-HRTimeline
Bragg Financial Advisors, Inc35,100$1.95M0.08%+3,44913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC34,534$1.92M<0.01%+10,96313F-HRTimelineGroup
Strategent Financial, LLC34,260$1.91M1.89%13F-HRTimeline
Caprock Group, LLC34,155$1.9M0.06%013F-HRTimeline
Rehmann Capital Advisory Group34,098$1.9M0.12%+82013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC33,532$1.87M2.09%13F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV33,300$1.85M0.55%+21,82013F-HRTimeline
Private Advisor Group, LLC33,195$1.85M0.01%-1,39713F-HRTimeline
Financial Synergies Wealth Advisors, In…33,163$1.85M0.23%-32713F-HRTimeline
Sanctuary Advisors, LLC31,371$1.82M0.01%+5013F-HRTimeline
Strathmore Capital Advisors, Inc.32,593$1.81M1.32%13F-HRTimeline
Heritage Investment Group, Inc.32,557$1.81M0.34%013F-HRTimeline
Cassady Schiller Wealth Management, LLC32,280$1.8M0.66%-2,24513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC31,986$1.78M1.8%13F-HRTimeline
Corus Family Wealth Advisors31,938$1.78M1.2%+6813F-HRTimeline
Berkeley, Inc31,929$1.78M0.92%-40,53713F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,884$1.77M<0.01%+26,90813F-HRTimelineGroup
LAM GROUP, INC.31,498$1.75M1.25%-26813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.31,046$1.73M0.74%+1,53413F-HRTimeline
MONTAG A & ASSOCIATES INC29,849$1.66M0.08%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP29,805$1.66M<0.01%-35313F-HRTimelineGroup
Avior Wealth Management, LLC29,797$1.66M0.06%-7213F-HRTimeline
Balboa Wealth Partners29,709$1.65M0.38%-1,87713F-HRTimeline
Bedel Financial Consulting, Inc.28,382$1.64M0.23%+47213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,374$1.63M<0.01%+22,42113F-HRTimelineGroup
Integrated Wealth Concepts LLC29,326$1.63M0.02%+1,82613F-HRTimeline
QUARRY HILL ADVISORS, LLC29,155$1.62M1.09%-3613F-HRTimeline
Lauer Wealth, LLC29,075$1.62M1.08%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP28,935$1.61M0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…28,650$1.59M0.01%+2,94013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC28,478$1.59M0.34%+6,56113F-HRTimeline
CarsonAllaria Wealth Management, Ltd.28,321$1.58M0.9%-22113F-HRTimeline
True North Advisors, LLC28,257$1.57M0.37%new13F-HRTimeline
Versant Capital Management, Inc28,159$1.57M0.34%-31013F-HRTimeline
Keel Point, LLC27,815$1.55M0.12%-15,13513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC27,472$1.53M0.53%-89813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA27,213$1.51M0.29%+17,37813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.26,950$1.5M0.3%-46113F-HRTimeline
IFG Advisors, LLC26,744$1.49M0.3%new13F-HRTimeline
Measured Wealth Private Client Group, L…26,713$1.49M0.48%-29513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,705$1.49M<0.01%+98013F-HRTimelineGroup
Long Island Wealth Management, Inc.26,445$1.47M0.92%-11,27013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC26,333$1.47M1.22%-2,44413F-HRTimeline
RENASANT BANK26,169$1.46M0.94%013F-HRTimeline
Curi Capital, LLC26,011$1.45M0.03%-2,24313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC25,952$1.44M0.54%+1,86313F-HRTimeline
25 LLC25,788$1.44M0.61%-413F-HRTimeline
Kondo Wealth Advisors, Inc.24,893$1.39M0.7%13F-HRTimeline
Cypress Point Wealth Management, LLC24,365$1.36M0.42%-5,23313F-HRTimeline
Foundation Wealth Management, LLC\PA23,726$1.32M0.64%13F-HRTimeline
FUTURE YOU WEALTH LLC23,466$1.31M0.93%13F-HRTimeline
WealthCollab, LLC23,334$1.3M0.83%013F-HRTimeline
Prime Capital Investment Advisors, LLC22,626$1.26M0.02%-54313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.22,533$1.25M0.84%+5313F-HRTimeline
BOS Asset Management, LLC22,454$1.25M0.45%+99213F-HRTimeline
Zhang Financial LLC22,448$1.25M0.07%-1,40113F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,276$1.18M0.57%+8513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,017$1.17M<0.01%+1,09713F-HRTimelineGroup
BRIGHTON JONES LLC20,802$1.16M0.03%+3,79913F-HR/ATimeline
MB Generational Wealth, LLC20,563$1.14M0.84%-14513F-HRTimeline
FIDUCIENT ADVISORS LLC20,099$1.12M0.14%+7513F-HRTimeline
Intergy Private Wealth, LLC19,999$1.11M0.42%+713F-HRTimeline
Aurelius Family Office LLC19,998$1.11M0.56%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA19,814$1.1M<0.01%-59813F-HRTimelineGroup
Meredith Wealth Planning19,808$1.1M0.49%-2613F-HRTimeline
Peirce Capital Management, LLC19,567$1.09M0.56%-47213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,148$1.07M0.01%+5,64213F-HRTimeline
Partners in Financial Planning18,961$1.06M0.22%+3513F-HRTimeline
Integrity Wealth Solutions LLC18,902$1.05M0.59%+7113F-HRTimeline
&PARTNERS18,699$1.05M0.01%+5,86813F-HRTimeline
Safeguard Investment Advisory Group, LLC18,765$1.04M0.29%-1,31313F-HRTimeline
SageView Advisory Group, LLC18,563$1.03M0.04%+11,70513F-HRTimeline
FMR LLCin group FMR LLC18,472$1.03M<0.01%-2,47813F-HRTimelineGroup
Vannoy Advisory Group, Inc.18,441$1.03M0.76%013F-HRTimeline
L.K. Benson & Company, P.C.18,436$1.03M0.72%13F-HRTimeline
Dakota Wealth Management18,311$1.02M0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC18,278$1.02M0.57%+28113F-HRTimeline
Nicholas Hoffman & Company, LLC.18,211$1.01M0.04%-96913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Compass Advisory Group LLC18,196$1.01M0.36%-172,08413F-HRTimeline
David Wealth Management LLC18,119$1.01M0.83%13F-HRTimeline
Krilogy Financial LLC17,728$987K0.07%+1113F-HRTimeline
Berger Financial Group, Inc17,672$984K0.07%new13F-HRTimeline
McGrath & Associates, Inc.17,657$983K1.98%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,580$979K0.02%new13F-HRTimelineGroup
Keebeck Wealth Management17,580$979K0.14%013F-HRTimeline
Summit Trail Advisors, LLC17,382$967K0.04%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.17,323$964K0.64%-4,73313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,867$939K0.16%+1213F-HRTimeline
Quantinno Capital Management LP16,751$932K0.01%+2,23313F-HRTimeline
Sensible Financial Planning & Managemen…16,608$924K0.19%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,472$917K<0.01%+713F-HRTimelineGroup
Atria Wealth Solutions, Inc.16,333$909K0.01%+3,74513F-HRTimeline
Prudent Man Investment Management, Inc.16,256$905K0.5%13F-HRTimeline
Perigon Wealth Management, LLC15,839$905K0.02%+113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$895K0.07%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,999$891K0.02%-2,72113F-HRTimelineGroup
Warwick Investment Management, Inc.15,963$889K0.18%+6013F-HRTimeline
Smartleaf Asset Management LLC15,867$880K0.09%-2013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$880K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,815$880K0.02%+3,10713F-HRTimelineGroup
Medallion Wealth Advisors, LLC15,633$867K0.43%13F-HRTimeline
EVOKE WEALTH, LLC15,544$865K0.02%+3,50313F-HRTimeline
Pinnacle Bancorp, Inc.15,399$857K0.28%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,349$854K0.01%-1013F-HRTimelineGroup
Falcon Wealth Planning15,335$854K0.1%+213F-HRTimeline
Dynamic Advisor Solutions LLC15,096$840K0.04%-20513F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC15,068$839K0.69%13F-HRTimeline
Lodestone Wealth Management LLC14,967$833K0.42%+2,39213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,802$824K0.02%-6,58213F-HRTimelineGroup