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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

717 managers (720 13F filers) reported a position in DFAT shares at 2025-06-30, 157,266,905 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
717
13F filers
720
New
39
Added
268
Reduced
251
Sold out
33
Shares held by filers
157,266,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bragg Financial Advisors, Inc88,940$4.8M0.17%+41,68313F-HRTimeline
1900 WEALTH MANAGEMENT LLC86,551$4.67M0.35%-6,86213F-HRTimeline
CFS Investment Advisory Services, LLC84,573$4.56M0.37%-2,37413F-HRTimeline
Porter White Investment Advisors, Inc.84,450$4.56M2.12%+9413F-HRTimeline
MAI Capital Management83,431$4.5M0.03%-19,28913F-HRTimeline
Shearwater Capital LLC82,963$4.48M2.82%-49713F-HRTimeline
Parkworth Wealth Management, Inc.81,620$4.4M3.18%-26613F-HRTimeline
RTD Financial Advisors, Inc.81,110$4.38M0.56%013F-HRTimeline
Mills Wealth Advisors LLC80,740$4.36M2%-11,39513F-HRTimeline
Verdence Capital Advisors LLC80,135$4.32M0.3%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…79,227$4.28M0.59%+1,62113F-HRTimeline
SC&H Financial Advisors, Inc.77,437$4.18M0.71%-17513F-HRTimeline
Woodward Financial Advisors, Inc.76,409$4.12M1.7%+21,32413F-HRTimeline
Pacific Asset Management, LLC76,311$4.12M3.31%-4,34613F-HRTimeline
Factor Wealth Management LTD75,964$4.1M1.12%+6,97313F-HRTimeline
Private Wealth Management Group, LLC75,709$4.09M1.36%-2,47513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC75,188$4.06M0.81%+5,93213F-HRTimeline
BBR PARTNERS, LLC74,746$4.03M0.25%013F-HRTimeline
Vantage Point Financial LLC74,537$4.02M1.76%+1,74213F-HRTimeline
Physician Wealth Solutions Inc.73,805$3.98M1.85%+10,73213F-HRTimeline
Burk Holdings LLC73,172$3.95M2.47%-2,40813F-HRTimeline
Evensky & Katz LLC72,984$3.94M0.24%-79513F-HRTimeline
Diversified Portfolios, Inc.72,521$3.91M0.37%-62313F-HRTimeline
Wealthstream Advisors, Inc.71,920$3.88M0.65%-6113F-HRTimeline
Hill Investment Group Partners, LLC71,803$3.87M0.5%-4,53813F-HRTimeline
White Wing Wealth Management71,655$3.87M2.62%+1,10013F-HRTimeline
Level Financial Advisors70,106$3.78M1.18%-1,92713F-HRTimeline
Aviance Capital Partners, LLC69,719$3.76M0.49%+11,28313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC69,641$3.76M2.67%+4,25713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68,843$3.71M0.17%+13,82213F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…68,798$3.71M1.08%-28,35613F-HRTimeline
Quantum Financial Planning Services, In…68,237$3.68M1.73%+16,41513F-HRTimeline
Orion Porfolio Solutions, LLC67,844$3.66M0.03%+7,73213F-HR/ATimeline
Weinberger Asset Management, Inc65,144$3.52M1.36%+7,50413F-HRTimeline
FINANCIAL CONSULATE, INC64,317$3.47M0.69%-71,51813F-HRTimeline
InTrack Investment Management Inc64,236$3.47M2.33%+57,25013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.63,638$3.43M1.35%+15,02013F-HRTimeline
Klingman & Associates, LLC62,218$3.36M0.19%013F-HRTimeline
Compound Planning, Inc.62,205$3.36M0.13%-3,37413F-HRTimeline
Total Wealth Planning, LLC62,015$3.35M0.42%-1,85913F-HRTimeline
LJI Wealth Management, LLC61,743$3.33M0.58%+5,37513F-HRTimeline
Symmetry Partners, LLC59,868$3.23M0.4%-20813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…59,841$3.23M0.74%+84913F-HRTimeline
Burton Enright Welch59,598$3.22M0.56%+48,58913F-HRTimeline
OneDigital Investment Advisors LLC59,343$3.2M0.04%-10,88513F-HRTimeline
CURIO WEALTH, LLC57,761$3.12M1.37%+57,71513F-HRTimeline
Live Oak Private Wealth LLC57,751$3.12M0.46%013F-HRTimeline
XY Planning Network, Inc.56,848$3.07M1.04%+15,60213F-HRTimeline
Shira Ridge Wealth Management56,771$3.06M1.4%-82113F-HRTimeline
Freedom Investment Management, Inc.56,550$3.05M0.24%-71313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC55,741$3.01M0.07%-1,38513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.55,212$2.98M<0.01%+15,11613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.53,430$2.88M0.02%+2,34213F-HRTimeline
CWM, LLCin group CWM, LLC53,126$2.87M0.01%-3,35413F-HRTimelineGroup
Quantinno Capital Management LP52,626$2.84M0.01%+35,10313F-HRTimeline
RFG Advisory, LLC52,149$2.81M0.07%-1,12513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC51,305$2.77M0.03%+113F-HRTimeline
Aegis Wealth Management LLC52,993$2.73M1.64%013F-HRTimeline
Bedel Financial Consulting, Inc.50,235$2.71M0.37%+3,51613F-HRTimeline
Cresset Asset Management, LLC48,846$2.64M0.01%+3,12613F-HR/ATimeline
WorthPointe, LLC48,765$2.63M1.11%-1,00313F-HRTimeline
Fortitude Family Office, LLC47,429$2.56M0.85%-32,83513F-HRTimeline
Applied Capital LLC46,989$2.54M1.12%-7513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,843$2.53M<0.01%+25813F-HRTimelineGroup
AG Asset Advisory, LLC46,722$2.52M2.19%+2,18713F-HRTimeline
Aerodigm Wealth, LLC46,410$2.5M1.2%+2,84013F-HRTimeline
SOL Capital Management CO45,920$2.48M0.24%013F-HRTimeline
True Wealth Design, LLC45,889$2.48M0.87%-7,03013F-HRTimeline
Lionshead Wealth Management, LLC45,620$2.46M2.27%-52,09213F-HRTimeline
Concentrum Wealth Management45,459$2.45M0.77%-16,87213F-HRTimeline
Werba Rubin Papier Wealth Management44,975$2.43M0.46%-5,06113F-HRTimeline
Strathmore Capital Advisors, Inc.42,999$2.42M1.07%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC44,801$2.42M0.78%-3,19913F-HRTimeline
Strategent Financial, LLC44,323$2.39M1.87%+5,30213F-HRTimeline
Certified Advisory Corp43,529$2.35M0.24%-2,20613F-HRTimeline
Sigma Planning Corp43,288$2.34M0.07%+5,22013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.43,278$2.34M0.93%+8,02913F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …42,666$2.3M2.18%013F-HRTimelineGroup
Avant Financial Advisors LLC41,983$2.27M1.87%+92113F-HRTimeline
Main Street Financial Solutions, LLC41,952$2.26M0.16%+57613F-HRTimeline
TruNorth Capital Management, LLC41,892$2.26M0.5%-52713F-HRTimeline
Astra Wealth Partners LLC41,302$2.23M1.8%+4,04613F-HRTimeline
Beckerman Institutional, LLC41,226$2.23M1.48%+3,09513F-HRTimeline
Investmark Advisory Group LLC40,930$2.21M1.03%-6613F-HRTimeline
Arkadios Wealth Advisors40,755$2.2M0.07%+4,51113F-HRTimeline
Grove Street Fiduciary, LLC40,677$2.19M1.06%-58613F-HRTimeline
Redwood Park Advisors LLC39,988$2.16M1.65%+2,53413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,889$2.15M<0.01%+27,31513F-HRTimelineGroup
Bridgewater Advisors Inc.37,875$2.11M0.16%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC39,135$2.11M0.83%-7,52213F-HRTimeline
Midwest Trust Co39,103$2.11M0.03%13F-HRTimeline
Mutual Advisors, LLC36,728$2.06M0.05%-42013F-HRTimeline
Glass Jacobson Investment Advisors llc36,422$1.97M0.76%-9413F-HRTimeline
Abel Hall, LLC35,759$1.93M0.89%-813F-HRTimeline
Rehmann Capital Advisory Group35,634$1.92M0.12%+36813F-HRTimeline
Jentner Corp35,503$1.92M0.51%-8,25013F-HRTimeline
Cascade Financial Partners, LLC35,159$1.9M0.23%-3,39713F-HRTimeline
Heritage Investment Group, Inc.33,052$1.78M0.31%-67213F-HRTimeline
QUARRY HILL ADVISORS, LLC32,777$1.77M1.03%-8,29313F-HRTimeline
Financial Synergies Wealth Advisors, In…32,650$1.76M0.19%+13313F-HRTimeline
Private Advisor Group, LLC32,615$1.76M0.01%-1,87213F-HRTimeline
Corus Family Wealth Advisors32,004$1.73M1.22%+7613F-HRTimeline
New Dimensions Wealth Management, LLC30,944$1.67M1.53%+3,58213F-HRTimeline
LAM GROUP, INC.30,674$1.66M1.11%+113F-HRTimeline
Sanctuary Advisors, LLC30,487$1.65M0.01%-1,36213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA30,439$1.64M0.3%+2,91913F-HRTimeline
Integrated Wealth Concepts LLC30,370$1.64M0.02%+5613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,774$1.61M<0.01%+76013F-HRTimelineGroup
Avior Wealth Management, LLC29,701$1.6M0.06%-2913F-HRTimeline
Addison Advisors LLC29,516$1.59M0.4%-4,19113F-HRTimeline
Balboa Wealth Partners29,190$1.58M0.32%-1,29213F-HRTimeline
Root Financial Partners, LLC28,361$1.53M0.15%+5,53513F-HRTimeline
Versant Capital Management, Inc28,284$1.53M0.23%-2813F-HRTimeline
True North Advisors, LLC28,257$1.52M0.29%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC28,109$1.52M1.37%-2,15113F-HRTimeline
Rockwood Wealth Management, LLC27,944$1.51M0.13%-14,83013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,800$1.5M0.03%+5,59313F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC27,493$1.48M1.49%-6,32513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC27,446$1.48M0.5%-1,89213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,208$1.47M0.79%-44913F-HRTimeline
Steward Partners Investment Advisory, L…26,711$1.44M0.01%-9,45113F-HRTimeline
Foundation Wealth Management, LLC\PA26,388$1.42M0.62%-1,40713F-HRTimeline
Curi Capital, LLC26,044$1.41M0.03%+2013F-HRTimeline
IFG Advisors, LLC26,044$1.41M0.24%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.26,024$1.4M0.24%-70613F-HRTimeline
25 LLC25,788$1.39M0.51%-1813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC25,658$1.38M0.95%-1,83513F-HRTimeline
RENASANT BANK25,324$1.37M0.91%013F-HRTimeline
Merit Financial Group, LLC24,854$1.34M0.01%+7,56213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC24,602$1.33M0.42%-21613F-HRTimeline
BetterWealth, LLC24,165$1.3M0.33%-38213F-HRTimeline
Strategic Blueprint, LLC23,941$1.29M0.06%+2,61613F-HRTimeline
Meredith Wealth Planning23,753$1.28M0.47%+3,95913F-HRTimeline
FUTURE YOU WEALTH LLC23,466$1.27M0.69%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,325$1.26M<0.01%+11,69213F-HRTimelineGroup
WealthCollab, LLC22,975$1.24M0.7%+15613F-HRTimeline
FMR LLCin group FMR LLC22,961$1.24M<0.01%-41713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC22,800$1.23M<0.01%+1,00013F-HRTimeline
Prime Capital Investment Advisors, LLC22,626$1.22M0.02%-3,90213F-HRTimeline
Zhang Financial LLC22,595$1.22M0.06%+8813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.22,360$1.21M0.76%-18013F-HRTimeline
Kondo Wealth Advisors, Inc.21,729$1.2M0.53%-1,80213F-HRTimeline
BOS Asset Management, LLC22,195$1.2M0.38%+13513F-HRTimeline
Measured Wealth Private Client Group, L…21,846$1.18M0.35%-2,84713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.17M<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,309$1.15M<0.01%-57213F-HRTimelineGroup
&PARTNERS21,296$1.15M0.01%+1,57213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA21,173$1.14M<0.01%+1,63713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,016$1.13M0.01%-1,12113F-HRTimeline
Clark Asset Management, LLC20,635$1.11M0.15%+7,28213F-HRTimeline
Intergy Private Wealth, LLC19,973$1.08M0.37%013F-HRTimeline
Integrity Wealth Solutions LLC19,047$1.03M0.5%+8713F-HRTimeline
Partners in Financial Planning19,016$1.03M0.19%+2313F-HRTimeline
Aurelius Family Office LLC18,894$1.02M0.48%-45613F-HRTimeline
McGrath & Associates, Inc.18,852$1.02M1.66%+71213F-HRTimeline
Peirce Capital Management, LLC18,641$1.01M0.45%-49013F-HRTimeline
Vannoy Advisory Group, Inc.18,100$977K0.68%013F-HRTimeline
Long Island Wealth Management, Inc.17,815$961K0.5%-2,15513F-HRTimeline
Compass Advisory Group LLC17,779$959K0.3%-5,57913F-HRTimeline
Krilogy Financial LLC17,735$957K0.05%+713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,592$949K0.49%+9413F-HRTimeline
Keebeck Wealth Management17,580$949K0.12%013F-HRTimeline
L.K. Benson & Company, P.C.17,546$947K0.58%-93613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,528$946K<0.01%-85913F-HR/ATimelineGroup
Summit Trail Advisors, LLC17,382$938K0.02%013F-HRTimeline
rebel Financial LLC17,361$937K0.43%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,131$924K0.02%+23013F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC17,033$919K0.23%-1,46613F-HRTimeline
Clear Creek Financial Management, LLC16,962$915K0.09%-1,70013F-HRTimeline
Lodestone Wealth Management LLC16,942$914K0.45%+36113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$911K0.13%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,848$909K0.02%+1,93613F-HRTimelineGroup
Prudent Man Investment Management, Inc.16,256$905K0.5%013F-HRTimeline
Sensible Financial Planning & Managemen…16,607$896K0.17%-113F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,501$890K0.37%-4,68913F-HRTimeline
Avidian Wealth Enterprises, LLC16,490$890K0.04%+3,27513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…16,188$874K0.01%013F-HRTimelineGroup
Roundview Capital LLC16,169$872K0.06%new13F-HRTimeline
David Wealth Management LLC16,116$870K0.65%-2,00313F-HRTimeline
Chicago Partners Investment Group LLC15,281$868K0.03%+5613F-HRTimeline
Warwick Investment Management, Inc.16,086$868K0.17%+7413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$868K0.06%013F-HRTimeline
Dynamic Advisor Solutions LLC15,996$863K0.03%+22413F-HRTimeline
Silver Oak Advisory Group, Inc.15,986$862K0.42%+7,87413F-HRTimeline
Eaton Financial Holdings Company, LLC15,822$854K0.26%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$853K<0.01%013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,732$849K0.02%+5,67013F-HRTimelineGroup
Smartleaf Asset Management LLC15,587$841K0.07%-27213F-HRTimeline
Fortress Wealth Management, Inc.15,485$836K0.4%-1,52613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC15,478$835K0.64%+41013F-HRTimeline
Dakota Wealth Management15,475$835K0.02%-1,86113F-HRTimeline
Pinnacle Bancorp, Inc.15,344$828K0.26%-5513F-HRTimeline
BIP Wealth, LLC15,120$816K0.05%+9,69613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,973$808K0.07%+25813F-HRTimeline
SageView Advisory Group, LLC14,362$806K0.03%-4,57313F-HRTimeline
Medallion Wealth Advisors, LLC14,577$805K0.31%-68613F-HRTimeline
Stone Summit Wealth LLC14,815$799K0.25%+3,31513F-HRTimeline
Capital Investment Advisors, LLC14,631$789K0.01%013F-HR/ATimeline
Falcon Wealth Planning14,516$783K0.08%-82113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,421$778K0.01%-26613F-HRTimelineGroup