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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

731 managers (733 13F filers) reported a position in DFAT shares at 2025-09-30, 151,707,444 shares in all. 46 filers opened a position and 25 filers sold out during the quarter.

Managers
731
13F filers
733
New
46
Added
280
Reduced
245
Sold out
25
Shares held by filers
151,707,444

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MAI Capital Management83,504$4.86M0.03%+7313F-HRTimeline
Shearwater Capital LLC82,740$4.82M2.86%-22313F-HRTimeline
Quantinno Capital Management LP82,328$4.79M0.01%+29,70213F-HRTimeline
Weinberger Asset Management, Inc82,135$4.78M1.73%+16,99113F-HRTimeline
White Wing Wealth Management81,094$4.74M2.94%+9,43913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…81,199$4.73M0.56%+1,97213F-HRTimeline
RTD Financial Advisors, Inc.81,110$4.72M0.57%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP80,544$4.69M<0.01%-8,61813F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC77,726$4.52M0.85%+2,53813F-HRTimeline
Quantum Financial Planning Services, In…77,704$4.52M1.83%+9,46713F-HRTimeline
SC&H Financial Advisors, Inc.77,222$4.5M0.73%-21513F-HRTimeline
Passive Capital Management, LLC.76,942$4.48M1.46%-51,66713F-HRTimeline
Lionshead Wealth Management, LLC76,632$4.46M3.54%+31,01213F-HRTimeline
Woodward Financial Advisors, Inc.76,487$4.45M1.7%+7813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.75,833$4.41M1.58%+12,19513F-HRTimeline
Verdence Capital Advisors LLC75,635$4.41M0.25%-4,50013F-HRTimeline
Private Wealth Management Group, LLC75,709$4.41M1.21%013F-HRTimeline
Pacific Asset Management, LLC75,427$4.39M2.98%-88413F-HRTimeline
Burk Holdings LLC75,306$4.38M2.34%+2,13413F-HRTimeline
BBR PARTNERS, LLC74,746$4.35M0.25%013F-HRTimeline
Orion Porfolio Solutions, LLC74,472$4.33M0.03%+6,62813F-HRTimeline
Physician Wealth Solutions Inc.73,487$4.28M1.87%-31813F-HRTimeline
Factor Wealth Management LTD73,369$4.27M1.07%-2,59513F-HRTimeline
Evensky & Katz LLC72,984$4.24M0.25%013F-HRTimeline
Diversified Portfolios, Inc.72,614$4.23M0.37%+9313F-HRTimeline
CFS Investment Advisory Services, LLC71,926$4.19M0.31%-12,64713F-HRTimeline
Wealthstream Advisors, Inc.71,368$4.15M0.63%-55213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC71,267$4.15M3.01%+1,62613F-HRTimeline
Aviance Capital Partners, LLC71,219$4.15M0.49%+1,50013F-HRTimeline
Vantage Point Financial LLC70,885$4.13M1.6%-3,65213F-HRTimeline
Level Financial Advisors70,724$4.12M1.16%+61813F-HRTimeline
Hill Investment Group Partners, LLC70,537$4.11M0.5%-1,26613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68,799$4M0.16%-4413F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…67,784$3.95M1.09%-1,01413F-HRTimeline
InTrack Investment Management Inc67,342$3.92M2.34%+3,10613F-HRTimeline
HB Wealth Management, LLC66,579$3.88M0.03%+56,03413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,838$3.72M0.01%+51,70713F-HRTimelineGroup
Klingman & Associates, LLC61,618$3.59M0.18%-60013F-HRTimeline
Total Wealth Planning, LLC61,587$3.58M0.41%-42813F-HRTimeline
Symmetry Partners, LLC61,182$3.56M0.39%+1,31413F-HRTimeline
Burton Enright Welch60,858$3.54M0.53%+1,26013F-HRTimeline
Bedel Financial Consulting, Inc.60,415$3.52M0.45%+10,18013F-HRTimeline
Fortitude Family Office, LLC60,265$3.51M0.95%+12,83613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…59,554$3.47M0.73%-28713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC58,799$3.42M0.07%+3,05813F-HRTimeline
Live Oak Private Wealth LLC57,751$3.36M0.47%013F-HRTimeline
Cresset Asset Management, LLC57,317$3.34M0.01%+8,47113F-HR/ATimeline
Simplicity Wealth,LLC56,905$3.31M0.19%-61,41113F-HRTimeline
Shira Ridge Wealth Management56,703$3.3M1.4%-6813F-HRTimeline
CURIO WEALTH, LLC56,695$3.3M1.35%-1,06613F-HRTimeline
Compound Planning, Inc.56,364$3.28M0.11%-5,84113F-HRTimeline
OneDigital Investment Advisors LLC55,961$3.26M0.03%-3,38213F-HRTimeline
Johnson Wealth Management, LLC55,755$3.25M1.79%13F-HRTimeline
Freedom Investment Management, Inc.55,428$3.23M0.85%-1,12213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC54,858$3.19M0.03%+3,55313F-HRTimeline
XY Planning Network, Inc.56,848$3.07M1.04%013F-HRTimeline
CWM, LLCin group CWM, LLC50,988$2.97M0.01%-2,13813F-HRTimelineGroup
WorthPointe, LLC48,926$2.85M1.07%+16113F-HRTimeline
RFG Advisory, LLC48,913$2.85M0.06%-3,23613F-HRTimeline
Integrated Wealth Concepts LLC48,617$2.83M0.03%+18,24713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.47,815$2.78M1.01%+4,53713F-HRTimeline
Applied Capital LLC46,620$2.71M1.09%-36913F-HRTimeline
Aerodigm Wealth, LLC46,242$2.7M1.14%-16813F-HRTimeline
Aegis Wealth Management LLC46,351$2.7M1.45%-6,64213F-HRTimeline
Werba Rubin Papier Wealth Management46,120$2.68M0.43%+1,14513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,011$2.68M<0.01%-83213F-HRTimelineGroup
SOL Capital Management CO45,920$2.67M0.24%013F-HRTimeline
Strategent Financial, LLC45,717$2.66M1.9%+1,39413F-HRTimeline
True Wealth Design, LLC45,038$2.62M0.8%-85113F-HRTimeline
Certified Advisory Corp44,907$2.61M0.25%+1,37813F-HRTimeline
Arkadios Wealth Advisors44,874$2.61M0.06%+4,11913F-HRTimeline
Sigma Planning Corp44,010$2.56M0.07%+72213F-HRTimeline
Beckerman Institutional, LLC43,293$2.52M1.48%+2,06713F-HRTimeline
Astra Wealth Partners LLC43,041$2.51M1.74%+1,73913F-HR/ATimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …42,666$2.48M2.02%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,533$2.48M<0.01%+2,64413F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC41,994$2.44M0.88%+2,85913F-HR/ATimeline
Redwood Park Advisors LLC41,920$2.44M1.82%+1,93213F-HRTimeline
TruNorth Capital Management, LLC41,892$2.44M0.48%013F-HRTimeline
Avant Financial Advisors LLC41,627$2.42M1.83%-35613F-HRTimeline
Merit Financial Group, LLC40,251$2.34M0.02%+15,39713F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,944$2.33M0.05%+12,14413F-HRTimelineGroup
Midwest Trust Co39,267$2.29M0.03%+16413F-HRTimeline
FINANCIAL CONSULATE, INC39,038$2.27M0.32%-25,27913F-HRTimeline
Strathmore Capital Advisors, Inc.38,939$2.27M0.93%-4,06013F-HRTimeline
Grove Street Fiduciary, LLC37,898$2.21M1.04%-2,77913F-HRTimeline
Investmark Advisory Group LLC37,777$2.2M0.95%-3,15313F-HRTimeline
Main Street Financial Solutions, LLC37,739$2.2M0.14%-4,21313F-HRTimeline
Rockwood Wealth Management, LLC36,964$2.15M0.17%+9,02013F-HRTimeline
Mutual Advisors, LLC36,984$2.15M0.05%+25613F-HRTimeline
Bridgewater Advisors Inc.37,875$2.14M0.15%013F-HRTimeline
Rehmann Capital Advisory Group36,228$2.11M0.12%+59413F-HRTimeline
Glass Jacobson Investment Advisors llc35,567$2.07M0.75%-85513F-HRTimeline
Abel Hall, LLC35,500$2.07M0.83%-25913F-HRTimeline
AG Asset Advisory, LLC34,869$2.03M1.68%-11,85313F-HRTimeline
Heritage Investment Group, Inc.32,916$1.92M0.31%-13613F-HRTimeline
Cascade Financial Partners, LLC32,636$1.9M0.22%-2,52313F-HRTimeline
QUARRY HILL ADVISORS, LLC32,618$1.9M0.97%-15913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA32,612$1.9M0.33%+2,17313F-HRTimeline
Financial Synergies Wealth Advisors, In…32,354$1.88M0.19%-29613F-HRTimeline
Sanctuary Advisors, LLC32,250$1.88M0.01%+1,76313F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC32,218$1.88M0.6%-12,58313F-HRTimeline
Corus Family Wealth Advisors32,062$1.87M1.37%+5813F-HRTimeline
Private Advisor Group, LLC31,702$1.85M0.01%-91313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,104$1.81M<0.01%+7,77913F-HRTimelineGroup
New Dimensions Wealth Management, LLC30,875$1.8M1.57%-6913F-HRTimeline
LAM GROUP, INC.30,802$1.79M1.11%+12813F-HRTimeline
Concentrum Wealth Management30,378$1.77M0.51%-15,08113F-HRTimeline
Root Financial Partners, LLC30,187$1.76M0.11%+1,82613F-HRTimeline
Caprock Group, LLC29,690$1.75M0.04%13F-HRTimeline
Avior Wealth Management, LLC29,731$1.73M0.06%+3013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,456$1.71M<0.01%-31813F-HRTimelineGroup
Balboa Wealth Partners28,927$1.68M0.29%-26313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC28,345$1.65M0.52%+89913F-HRTimeline
True North Advisors, LLC28,257$1.64M0.26%013F-HRTimeline
Versant Capital Management, Inc28,248$1.64M0.22%-3613F-HRTimeline
Strategic Blueprint, LLC27,818$1.62M0.07%+3,87713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC27,767$1.62M1.36%-34213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.27,232$1.59M0.82%+2413F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC26,943$1.57M1.46%-55013F-HRTimeline
Addison Advisors LLC26,674$1.55M0.36%-2,84213F-HRTimeline
Steward Partners Investment Advisory, L…26,242$1.53M0.01%-46913F-HRTimeline
Curi Capital, LLC26,117$1.52M0.03%+7313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,987$1.51M0.23%-3713F-HRTimeline
25 LLC25,857$1.51M0.51%+6913F-HRTimeline
My Personal CFO, LLC25,679$1.49M0.58%new13F-HRTimeline
Foundation Wealth Management, LLC\PA25,679$1.49M0.58%-70913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC25,669$1.49M0.98%+1113F-HRTimeline
FMR LLCin group FMR LLC25,550$1.49M<0.01%+2,58913F-HRTimelineGroup
RENASANT BANK25,324$1.47M0.94%013F-HRTimeline
IFG Advisors, LLC24,489$1.43M0.23%-1,55513F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC24,142$1.41M1.16%13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC23,799$1.39M0.42%-80313F-HRTimeline
Meredith Wealth Planning23,690$1.38M0.44%-6313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,634$1.38M0.01%+2,61813F-HRTimeline
NerdWallet Wealth Partners, LLC23,466$1.37M0.67%13F-HRTimeline
BOS Asset Management, LLC23,138$1.35M0.38%+94313F-HRTimeline
WealthCollab, LLC22,975$1.34M0.62%013F-HRTimeline
SageView Advisory Group, LLC22,869$1.33M0.05%+8,50713F-HRTimeline
Prime Capital Investment Advisors, LLC22,626$1.32M0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.22,468$1.31M0.77%+10813F-HRTimeline
International Private Wealth Advisors L…22,139$1.29M0.81%new13F-HRTimeline
Krilogy Financial LLC22,357$1.28M0.05%+4,62213F-HRTimeline
Zhang Financial LLC21,839$1.27M0.05%-75613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.26M<0.01%013F-HRTimelineGroup
BIP Wealth, LLC21,638$1.26M0.06%+6,51813F-HRTimeline
Kondo Wealth Advisors, Inc.21,591$1.26M0.51%-13813F-HRTimeline
Measured Wealth Private Client Group, L…21,011$1.22M0.33%-83513F-HRTimeline
Clark Asset Management, LLC20,648$1.2M0.14%+1313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,486$1.19M<0.01%-82313F-HRTimelineGroup
L.K. Benson & Company, P.C.20,172$1.17M0.63%+2,62613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA20,148$1.17M<0.01%-1,02513F-HRTimelineGroup
Black Swift Group, LLC20,000$1.16M0.21%new13F-HRTimeline
Intergy Private Wealth, LLC19,868$1.16M0.36%-10513F-HRTimeline
Long Island Wealth Management, Inc.19,687$1.15M0.56%+1,87213F-HRTimeline
BetterWealth, LLC19,662$1.14M0.27%-4,50313F-HRTimeline
PFG Private Wealth Management, LLC19,137$1.11M0.5%new13F-HRTimeline
Integrity Wealth Solutions LLC19,137$1.11M0.5%+9013F-HRTimeline
Partners in Financial Planning19,065$1.11M0.19%+4913F-HRTimeline
McGrath & Associates, Inc.18,727$1.09M1.62%-12513F-HRTimeline
Peirce Capital Management, LLC18,670$1.09M0.45%+2913F-HRTimeline
Compass Advisory Group LLC18,361$1.07M0.3%+58213F-HRTimeline
&PARTNERS19,045$1.07M0.01%-2,25113F-HRTimeline
Vannoy Advisory Group, Inc.18,230$1.06M0.69%+13013F-HRTimeline
Aurelius Family Office LLC18,230$1.06M0.47%-66413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,945$1.04M<0.01%+41713F-HRTimelineGroup
Keebeck Wealth Management17,580$1.02M0.12%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,503$1.02M0.49%-8913F-HRTimeline
Lodestone Wealth Management LLC17,398$1.01M0.46%+45613F-HRTimeline
MB Generational Wealth, LLC17,385$1.01M0.64%13F-HRTimeline
Summit Trail Advisors, LLC17,382$1.01M0.01%013F-HRTimeline
rebel Financial LLC0$1.01M0.44%-17,36113F-HRTimelineAmount filed as zero, left out of ratios.
Clear Creek Financial Management, LLC17,321$1.01M0.09%+35913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,085$995K0.02%-4613F-HRTimelineGroup
LJI Wealth Management, LLC16,968$988K0.17%-44,77513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$982K0.13%013F-HRTimeline
Axis Wealth Partners, LLC16,681$971K0.57%+2,85913F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,634$968K0.37%+13313F-HRTimeline
Legacy Capital Wealth Partners, LLC16,598$966K0.21%+2,37613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,519$962K0.01%+12,08413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC16,507$961K0.04%+1713F-HRTimeline
Silver Oak Advisory Group, Inc.16,475$959K0.43%+48913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,285$948K0.02%-56313F-HRTimelineGroup
Tyche Wealth Partners LLC16,226$945K0.17%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…16,188$942K0.02%013F-HRTimelineGroup
Roundview Capital LLC16,169$941K0.06%013F-HRTimeline
Warwick Investment Management, Inc.16,162$941K0.16%+7613F-HRTimeline
IFP Advisors, Inc16,125$939K0.02%+9,28513F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$936K0.06%013F-HRTimeline
Eaton Financial Holdings Company, LLC15,897$925K0.26%+7513F-HRTimeline
Sensible Financial Planning & Managemen…15,818$921K0.17%-78913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$921K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC15,669$912K0.06%+8213F-HRTimeline
CENTRAL TRUST Co15,486$901K0.02%+4,34613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,478$901K<0.01%+2,45813F-HRTimelineGroup
Dakota Wealth Management15,475$901K0.02%013F-HR/ATimeline
Prudent Man Investment Management, Inc.16,145$899K0.5%-11113F-HRTimeline
Dynamic Advisor Solutions LLC15,427$898K0.03%-56913F-HRTimeline
Capital Investment Advisors, LLC15,232$887K0.01%+60113F-HRTimeline
Chicago Partners Investment Group LLC15,317$886K0.02%+3613F-HRTimeline