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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

716 managers (717 13F filers) reported a position in DFAT shares at 2025-03-31, 154,825,232 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
716
13F filers
717
New
40
Added
289
Reduced
224
Sold out
34
Shares held by filers
154,825,232

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CogentBlue Wealth Advisors, LLC91,722$4.72M4.15%-4,86913F-HRTimeline
TAGStone Capital, Inc.87,420$4.5M2.21%-6,39213F-HRTimeline
CFS Investment Advisory Services, LLC86,947$4.48M0.4%-4,08013F-HRTimeline
Porter White Investment Advisors, Inc.84,356$4.34M2.15%-1,01413F-HRTimeline
Shearwater Capital LLC83,460$4.3M3.02%-92513F-HR/ATimeline
Vestment Financial LLC81,399$4.22M3.03%+8,25413F-HRTimeline
Parkworth Wealth Management, Inc.81,886$4.22M3.37%+16813F-HRTimeline
RTD Financial Advisors, Inc.81,110$4.18M0.56%-3,69213F-HRTimeline
CLARIS ADVISORS, LLC / MO /80,920$4.17M1.55%+3913F-HRTimeline
Pacific Asset Management, LLC80,657$4.15M3.72%-57213F-HRTimeline
Fortitude Family Office, LLC80,264$4.13M1.48%+14,76713F-HRTimeline
Verdence Capital Advisors LLC80,135$4.13M0.32%013F-HRTimeline
Valued Wealth Advisors LLC78,403$4.04M2.42%+52713F-HRTimeline
Private Wealth Management Group, LLC78,184$4.03M1.49%-3,04013F-HRTimeline
SC&H Financial Advisors, Inc.77,612$4M0.79%+39813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…77,606$3.99M0.61%-3,87113F-HRTimeline
Hill Investment Group Partners, LLC76,341$3.93M0.54%-495,78613F-HRTimeline
Burk Holdings LLC75,580$3.89M2.94%+3,92313F-HRTimeline
BBR PARTNERS, LLC74,746$3.85M0.27%013F-HRTimeline
Evensky & Katz LLC73,779$3.8M0.25%-73013F-HRTimeline
Diversified Portfolios, Inc.73,144$3.77M0.4%-9613F-HRTimeline
Vantage Point Financial LLC72,795$3.75M1.89%+5,82413F-HRTimeline
Level Financial Advisors72,033$3.71M1.26%-47713F-HRTimeline
Wealthstream Advisors, Inc.71,981$3.71M0.69%-1,15713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV70,777$3.64M0.98%+37,47713F-HRTimeline
Simplicity Wealth,LLC70,329$3.62M0.28%new13F-HRTimeline
OneDigital Investment Advisors LLC70,228$3.62M0.04%-10,40213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC69,256$3.57M0.74%+40,77813F-HRTimeline
Factor Wealth Management LTD68,991$3.55M1.09%+8,24513F-HRTimeline
Compound Planning, Inc.65,579$3.38M0.15%+51,19513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC65,384$3.37M2.38%+1,04413F-HRTimeline
White Wing Wealth Management70,555$3.34M2.6%+5,01713F-HRTimeline
Total Wealth Planning, LLC63,874$3.29M0.5%-1,77313F-HRTimeline
Physician Wealth Solutions Inc.63,073$3.25M1.63%+2,18213F-HRTimeline
Concentrum Wealth Management62,331$3.21M1.19%-10,98013F-HRTimeline
Klingman & Associates, LLC62,218$3.2M0.2%013F-HRTimeline
Orion Porfolio Solutions, LLC60,112$3.1M0.03%+48113F-HRTimeline
Orion Portfolio Solutions, LLC60,112$3.1M0.03%+48113F-HR/ATimeline
Symmetry Partners, LLC60,076$3.09M0.43%-2,38013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…58,992$3.04M0.72%+1,94713F-HRTimeline
Aviance Capital Partners, LLC58,436$3.01M0.42%+5,19213F-HRTimeline
Live Oak Private Wealth LLC57,751$2.97M0.48%+3,39413F-HRTimeline
Weinberger Asset Management, Inc57,640$2.97M1.27%+2,85213F-HRTimeline
Shira Ridge Wealth Management57,592$2.97M1.48%-3,49413F-HRTimeline
Freedom Investment Management, Inc.57,263$2.95M0.25%-1,94313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC57,126$2.94M0.08%+49,92813F-HRTimeline
CWM, LLCin group CWM, LLC56,480$2.91M0.01%+2,03813F-HRTimelineGroup
LJI Wealth Management, LLC56,368$2.9M0.58%+12313F-HRTimeline
TOWNSQUARE CAPITAL LLC55,857$2.88M0.03%-27,72613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP55,600$2.86M0.01%-55,30013F-HRTimelineGroup
Woodward Financial Advisors, Inc.55,085$2.84M1.34%+50113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55,021$2.83M0.16%-10713F-HRTimelineGroup
RFG Advisory, LLC53,274$2.74M0.07%-82,52013F-HRTimeline
Aegis Wealth Management LLC52,993$2.73M1.6%-63113F-HRTimeline
True Wealth Design, LLC52,919$2.72M1.04%-4,87413F-HRTimeline
Quantum Financial Planning Services, In…51,822$2.67M1.46%+5,20713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC51,304$2.64M0.04%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,088$2.63M0.02%+3,53513F-HRTimeline
Werba Rubin Papier Wealth Management50,036$2.58M0.56%-30313F-HRTimeline
WorthPointe, LLC49,768$2.56M1.17%+87113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.48,618$2.5M1.1%+4,42613F-HRTimeline
ARK & TLK INVESTMENTS, LLC48,000$2.47M0.87%+75813F-HRTimeline
Bragg Financial Advisors, Inc47,257$2.43M0.1%+12,15713F-HRTimeline
Applied Capital LLC47,064$2.42M1.19%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC46,657$2.4M1.04%+4,80413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,585$2.4M<0.01%-1,13413F-HRTimelineGroup
SOL Capital Management CO45,920$2.36M0.26%-10013F-HRTimeline
Certified Advisory Corp45,735$2.35M0.27%+1,15113F-HRTimeline
Cresset Asset Management, LLC45,720$2.35M0.01%-5,28313F-HRTimeline
Bedel Financial Consulting, Inc.46,719$2.33M0.33%+18,33713F-HRTimeline
AG Asset Advisory, LLC44,535$2.29M2.35%+5,81413F-HRTimeline
Jentner Corp43,753$2.25M0.67%-4,12513F-HRTimeline
Aerodigm Wealth, LLC43,570$2.24M1.25%-2,06613F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …42,666$2.2M2.05%new13F-HRTimelineGroup
Rockwood Wealth Management, LLC42,774$2.2M0.22%+14313F-HRTimeline
TruNorth Capital Management, LLC42,419$2.18M0.54%013F-HRTimeline
Main Street Financial Solutions, LLC41,376$2.13M0.19%+2,07613F-HRTimeline
Grove Street Fiduciary, LLC41,263$2.12M1.08%-2,99113F-HRTimeline
XY Planning Network, Inc.41,246$2.12M1.42%-4,41413F-HRTimeline
QUARRY HILL ADVISORS, LLC41,070$2.11M1.37%+11,91513F-HRTimeline
Avant Financial Advisors LLC41,062$2.11M1.92%-9213F-HRTimeline
Investmark Advisory Group LLC40,996$2.11M1.04%-4613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.40,096$2.06M<0.01%-3,22813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc36,516$2.03M0.67%013F-HRTimeline
Strategent Financial, LLC39,021$2.01M1.82%+4,76113F-HRTimeline
Cascade Financial Partners, LLC38,556$1.99M0.25%013F-HRTimeline
Beckerman Institutional, LLC38,131$1.96M1.42%+2,43213F-HRTimeline
Sigma Planning Corp38,068$1.96M0.06%+34913F-HRTimeline
Marcum Wealth, LLC37,670$1.94M0.17%-68313F-HRTimeline
Redwood Park Advisors LLC37,454$1.93M1.62%-1,10413F-HRTimeline
Astra Wealth Partners LLC37,256$1.92M1.83%+83513F-HRTimeline
FINANCIAL COUNSELORS INC37,085$1.91M0.03%-27313F-HRTimeline
Mattern Wealth Management LLC36,582$1.88M0.42%-4,42313F-HRTimeline
Bridgewater Advisors Inc.37,875$1.88M0.16%013F-HRTimeline
Arkadios Wealth Advisors36,244$1.87M0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…36,162$1.86M0.02%+7,51213F-HRTimeline
Abel Hall, LLC35,767$1.84M1.11%013F-HRTimeline
Caprock Group, LLC35,665$1.84M0.06%+1,51013F-HRTimeline
Mutual Advisors, LLC37,148$1.82M0.05%+31313F-HRTimeline
Rehmann Capital Advisory Group35,266$1.82M0.11%+1,16813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.35,249$1.81M0.76%+4,20313F-HRTimeline
Private Advisor Group, LLC34,487$1.78M0.01%+1,29213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC33,818$1.74M1.91%+28613F-HRTimeline
Heritage Investment Group, Inc.33,724$1.74M0.33%+1,16713F-HRTimeline
Addison Advisors LLC33,707$1.74M0.47%-2,25613F-HRTimeline
Financial Synergies Wealth Advisors, In…32,517$1.67M0.2%-64613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,991$1.65M<0.01%+10713F-HR/ATimelineGroup
Corus Family Wealth Advisors31,928$1.64M1.13%-1013F-HRTimeline
Sanctuary Advisors, LLC31,849$1.64M0.01%+47813F-HRTimeline
LAM GROUP, INC.30,673$1.58M1.16%-82513F-HRTimeline
Balboa Wealth Partners30,482$1.57M0.38%+77313F-HRTimeline
Integrated Wealth Concepts LLC30,314$1.56M0.02%+98813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC30,260$1.56M1.61%-1,72613F-HRTimeline
MONTAG A & ASSOCIATES INC29,849$1.54M0.08%013F-HRTimeline
Avior Wealth Management, LLC29,730$1.53M0.06%-6713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC29,338$1.51M0.56%+3,38613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,014$1.49M<0.01%-36013F-HRTimelineGroup
Lauer Wealth, LLC29,555$1.46M1.13%+48013F-HRTimeline
Versant Capital Management, Inc28,312$1.46M0.24%+15313F-HRTimeline
True North Advisors, LLC28,257$1.45M0.26%013F-HRTimeline
Foundation Wealth Management, LLC\PA27,795$1.43M0.68%+4,06913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,657$1.42M0.83%-66413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA27,520$1.42M0.27%+30713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC27,493$1.42M1.06%+1,16013F-HRTimeline
New Dimensions Wealth Management, LLC27,362$1.41M1.41%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,214$1.4M<0.01%-2,59113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.26,730$1.38M0.27%-22013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,725$1.38M<0.01%new13F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC26,528$1.37M0.02%+3,90213F-HRTimeline
IFG Advisors, LLC26,044$1.34M0.26%-70013F-HRTimeline
Curi Capital, LLC26,024$1.34M0.03%+1313F-HRTimeline
25 LLC25,806$1.33M0.55%+1813F-HRTimeline
RENASANT BANK25,324$1.3M0.86%-84513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC24,818$1.28M0.44%-2,65413F-HRTimeline
Measured Wealth Private Client Group, L…24,693$1.27M0.41%-2,02013F-HRTimeline
BetterWealth, LLC24,547$1.26M0.35%-40,30313F-HRTimeline
Kondo Wealth Advisors, Inc.23,531$1.21M0.6%-1,36213F-HRTimeline
FUTURE YOU WEALTH LLC23,466$1.21M0.77%013F-HRTimeline
FMR LLCin group FMR LLC23,378$1.2M<0.01%+4,90613F-HRTimelineGroup
Compass Advisory Group LLC23,358$1.2M0.42%+5,16213F-HRTimeline
Root Financial Partners, LLC22,826$1.18M0.13%+11,57813F-HRTimeline
WealthCollab, LLC22,819$1.17M0.73%-51513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.22,540$1.16M0.78%+713F-HRTimeline
Zhang Financial LLC22,507$1.16M0.06%+5913F-HRTimeline
Berger Financial Group, Inc22,221$1.14M0.08%+4,54913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,207$1.14M0.03%+4,62713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,137$1.14M0.01%+2,98913F-HRTimeline
BOS Asset Management, LLC22,060$1.14M0.39%-39413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,881$1.13M<0.01%+86413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC21,800$1.12M<0.01%+17,80013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP21,676$1.12M0.02%-7,25913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.11M<0.01%-12,86613F-HRTimelineGroup
Strategic Blueprint, LLC21,325$1.1M0.06%+9,57213F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,190$1.09M0.5%-8613F-HRTimeline
MB Generational Wealth, LLC20,474$1.05M0.79%-8913F-HRTimeline
FIDUCIENT ADVISORS LLC20,161$1.04M0.13%+6213F-HRTimeline
Intergy Private Wealth, LLC19,973$1.03M0.39%-2613F-HRTimeline
Long Island Wealth Management, Inc.19,970$1.03M0.63%-6,47513F-HRTimeline
Cypress Point Wealth Management, LLC19,941$1.03M0.33%-4,42413F-HRTimeline
Meredith Wealth Planning19,794$1.02M0.45%-1413F-HRTimeline
&PARTNERS19,724$1.01M0.01%+1,02513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA19,536$1.01M<0.01%-27813F-HRTimelineGroup
Aurelius Family Office LLC19,350$996K0.51%-64813F-HRTimeline
Peirce Capital Management, LLC19,131$985K0.49%-43613F-HRTimeline
Partners in Financial Planning18,993$978K0.2%+3213F-HRTimeline
Integrity Wealth Solutions LLC18,960$976K0.53%+5813F-HRTimeline
SageView Advisory Group, LLC18,935$975K0.04%+37213F-HRTimeline
Geneos Wealth Management Inc.18,662$961K0.01%+13,02213F-HRTimeline
Clear Creek Financial Management, LLC18,662$961K0.1%+8,53913F-HRTimeline
Safeguard Investment Advisory Group, LLC18,499$952K0.26%-26613F-HRTimeline
L.K. Benson & Company, P.C.18,482$952K0.66%+4613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,387$947K<0.01%+1,91513F-HRTimelineGroup
McGrath & Associates, Inc.18,140$934K1.7%+48313F-HRTimeline
David Wealth Management LLC18,119$933K0.78%013F-HRTimeline
Vannoy Advisory Group, Inc.18,100$932K0.69%-34113F-HRTimeline
Krilogy Financial LLC17,728$913K0.06%013F-HRTimeline
Keebeck Wealth Management17,580$905K0.13%013F-HRTimeline
Prudent Man Investment Management, Inc.16,256$905K0.5%013F-HRTimeline
Quantinno Capital Management LP17,523$902K0.01%+77213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,498$901K0.5%-78013F-HRTimeline
Summit Trail Advisors, LLC17,382$895K0.03%013F-HRTimeline
Dakota Wealth Management17,336$893K0.02%-97513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,999$891K0.02%013F-HRTimelineGroup
Merit Financial Group, LLC17,292$890K0.01%new13F-HRTimeline
Fortress Wealth Management, Inc.17,011$876K0.45%-19,14913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,901$870K0.02%+1,08613F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$869K0.14%+913F-HRTimeline
Fisher Asset Management, LLC16,710$860K<0.01%+8,42213F-HRTimeline
Sensible Financial Planning & Managemen…16,608$855K0.17%013F-HRTimeline
Lodestone Wealth Management LLC16,581$854K0.45%+1,61413F-HRTimeline
American Capital Advisory, LLC16,309$840K0.45%+2,23813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…16,188$834K0.01%+7,28113F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT16,080$828K0.06%013F-HRTimeline
Warwick Investment Management, Inc.16,012$824K0.17%+4913F-HRTimeline
Smartleaf Asset Management LLC15,859$816K0.08%-813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$814K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,772$812K0.03%+67613F-HRTimeline
Pinnacle Bancorp, Inc.15,399$793K0.26%013F-HRTimeline
Falcon Wealth Planning15,337$790K0.09%+213F-HRTimeline
Medallion Wealth Advisors, LLC15,263$788K0.36%-37013F-HRTimeline