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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

790 managers (794 13F filers) reported a position in DFAT shares at 2025-12-31, 164,690,943 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
790
13F filers
794
New
32
Added
271
Reduced
248
Sold out
25
Shares held by filers
164,690,943

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Ferguson Johnson Wealth Management Inc98,240$5.85M4.86%13F-HRTimeline
CWM, LLCin group CWM, LLC96,673$5.76M0.02%+45,68513F-HRTimelineGroup
B&D White Capital Company, LLC96,226$5.73M0.66%+86,79813F-HRTimeline
CLARIS ADVISORS, LLC / MO /93,709$5.58M1.7%+48913F-HRTimeline
Vestment Financial LLC88,750$5.55M2.88%-1,96813F-HRTimeline
Greenspring Advisors, LLC92,673$5.52M0.34%+84,12413F-HRTimeline
SwitchPoint Financial Planning, LLC92,109$5.48M3.84%-58813F-HRTimeline
Glassy Mountain Advisors, Inc.90,740$5.4M1.63%+14913F-HRTimeline
Mills Wealth Advisors LLC90,726$5.4M2.13%+6,27213F-HRTimeline
Cherry Tree Wealth Management, LLC90,558$5.39M1.14%-59513F-HRTimeline
CogentBlue Wealth Advisors, LLC90,446$5.39M3.67%-3,07513F-HRTimeline
Gibson Capital, LLC90,351$5.38M0.99%+15013F-HRTimeline
NewEdge Advisors, LLC90,122$5.37M0.02%-11,02213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…89,412$5.32M1.91%-53713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC88,898$5.29M0.09%+30,09913F-HR/ATimeline
Factor Wealth Management LTD88,712$5.28M1.14%+15,34313F-HRTimeline
Quantum Financial Planning Services, In…88,235$5.25M1.9%+10,53113F-HRTimeline
Weinberger Asset Management, Inc86,675$5.16M1.86%+4,54013F-HRTimeline
Bragg Financial Advisors, Inc85,470$5.09M0.17%-3,71813F-HRTimeline
1900 WEALTH MANAGEMENT LLC85,011$5.06M0.32%-91713F-HRTimeline
Westwood Wealth Management84,545$5.03M3.78%new13F-HRTimeline
Lionshead Wealth Management, LLC84,545$5.03M3.78%+7,91313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC84,444$5.03M0.92%+6,71813F-HRTimeline
Porter White Investment Advisors, Inc.84,418$5.03M2.06%-1513F-HRTimeline
Platform Wealth Management, LLC84,122$5.01M1.33%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.83,791$4.99M1.69%+7,95813F-HRTimeline
White Wing Wealth Management82,488$4.91M2.93%+1,39413F-HRTimeline
Shearwater Capital LLC82,445$4.91M2.82%-29513F-HRTimeline
RTD Financial Advisors, Inc.80,961$4.82M0.59%-14913F-HRTimeline
Burk Holdings LLC80,942$4.82M2.3%+5,63613F-HRTimeline
Broadhurst Jeffrey B79,665$4.74M4.93%13F-HRTimeline
Orion Porfolio Solutions, LLC78,396$4.67M0.03%+3,92413F-HRTimeline
Passive Capital Management, LLC.76,992$4.58M1.43%+5013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP76,889$4.58M<0.01%-3,65513F-HRTimelineGroup
Woodward Financial Advisors, Inc.76,338$4.55M1.7%-14913F-HRTimeline
SC&H Financial Advisors, Inc.76,218$4.54M0.7%-1,00413F-HRTimeline
Verdence Capital Advisors LLC75,635$4.5M0.27%013F-HRTimeline
BBR PARTNERS, LLC74,746$4.45M0.24%013F-HRTimeline
Pacific Asset Management, LLC73,996$4.41M2.65%-1,43113F-HRTimeline
Physician Wealth Solutions Inc.73,487$4.38M1.86%013F-HRTimeline
Evensky & Katz LLC72,819$4.34M0.24%-16513F-HRTimeline
Private Wealth Management Group, LLC72,618$4.32M1.15%-3,09113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC71,772$4.27M2.92%+50513F-HRTimeline
Frankly Finances, LLC71,580$4.26M4.04%13F-HR/ATimeline
Diversified Portfolios, Inc.71,263$4.24M0.35%-1,35113F-HRTimeline
Aviance Capital Partners, LLC71,069$4.23M0.49%-15013F-HRTimeline
HB Wealth Management, LLC70,136$4.18M0.03%+3,55713F-HRTimeline
CFS Investment Advisory Services, LLC69,676$4.15M0.3%-2,25013F-HRTimeline
Level Financial Advisors69,631$4.15M1.1%-1,09313F-HRTimeline
Hill Investment Group Partners, LLC69,156$4.12M0.49%-1,38113F-HRTimeline
Fortitude Family Office, LLC68,868$4.1M0.96%+8,60313F-HRTimeline
Vistica Wealth Advisors, LLC68,325$4.07M4.05%13F-HRTimeline
Arkadios Wealth Advisors68,180$4.06M0.08%+23,30613F-HRTimeline
InTrack Investment Management Inc67,375$4.01M2.24%+3313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…67,299$4.01M1.07%-48513F-HRTimeline
Bedel Financial Consulting, Inc.66,539$3.96M0.43%+6,12413F-HRTimeline
Ares Financial Consulting, LLC66,276$3.95M3.76%13F-HRTimeline
MAI Capital Management66,027$3.93M0.02%-17,47713F-HRTimeline
Klingman & Associates, LLC64,428$3.84M0.19%+2,81013F-HRTimeline
Belleair Asset Management, LLC64,405$3.83M3.65%13F-HRTimeline
Burton Enright Welch62,265$3.71M0.52%+1,40713F-HRTimeline
PW ADVISORS, LLC \ FL62,028$3.69M2.96%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…61,620$3.67M0.44%-19,57913F-HRTimeline
Vantage Point Financial LLC61,278$3.65M1.31%-9,60713F-HRTimeline
LJI Wealth Management, LLC60,859$3.62M0.55%+43,89113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …58,205$3.47M0.03%13F-HR/ATimelineGroup
Symmetry Partners, LLC58,168$3.46M0.2%-3,01413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…58,012$3.45M0.07%+18,06813F-HRTimelineGroup
Cresset Asset Management, LLC57,936$3.45M0.01%+61913F-HRTimeline
Live Oak Private Wealth LLC57,751$3.44M0.47%013F-HRTimeline
CURIO WEALTH, LLC56,428$3.42M1.21%-26713F-HRTimeline
Certified Advisory Corp57,020$3.39M0.31%+12,11313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…56,820$3.38M0.12%-11,97913F-HRTimelineGroup
Thayer Financial, L.L.C.56,645$3.37M3.56%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\56,195$3.35M<0.01%+10,18413F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…56,119$3.34M0.69%-3,43513F-HRTimeline
Johnson Wealth Management, LLC55,410$3.3M1.64%-34513F-HRTimeline
Freedom Investment Management, Inc.55,227$3.29M0.96%-20113F-HRTimeline
Simplicity Wealth,LLC55,193$3.29M0.2%-1,71213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC54,446$3.24M0.02%-41213F-HRTimeline
Kane Co Wealth Management, Inc.53,777$3.2M2.82%13F-HRTimeline
Compound Planning, Inc.53,489$3.18M0.09%-2,87513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.53,209$3.17M1.11%+5,39413F-HRTimeline
OneDigital Investment Advisors LLC53,024$3.16M0.03%-2,93713F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.52,662$3.14M3.09%13F-HRTimeline
Sanctuary Advisors, LLC51,457$3.06M0.02%+19,20713F-HRTimeline
XY Planning Network, Inc.50,770$3.02M0.53%-6,07813F-HRTimeline
Sound Portfolio Advisors, LLC49,689$2.96M2.48%13F-HRTimeline
Strategent Financial, LLC49,633$2.96M1.87%+3,91613F-HRTimeline
RFG Advisory, LLC49,014$2.92M0.05%+10113F-HRTimeline
Generations Wealth, LLC47,775$2.84M2.91%13F-HRTimeline
Redwood Park Advisors LLC47,260$2.81M1.91%+5,34013F-HRTimeline
BluePrint Investing LLC47,258$2.81M2.52%13F-HRTimeline
Applied Capital LLC46,620$2.78M1.07%013F-HRTimeline
Werba Rubin Papier Wealth Management46,561$2.77M0.75%+44113F-HRTimeline
Aegis Wealth Management LLC46,018$2.74M1.55%-33313F-HRTimeline
AG Asset Advisory, LLC45,933$2.73M2.34%+11,06413F-HRTimeline
Private Advisor Group, LLC44,671$2.66M0.01%+12,96913F-HRTimeline
Beckerman Institutional, LLC44,469$2.65M1.49%+1,17613F-HRTimeline
Entelevest, LLC44,450$2.65M2.74%13F-HRTimeline
Rooted Wealth Advisors, Inc.39,335$2.58M0.73%new13F-HRTimeline
Aerodigm Wealth, LLC43,264$2.58M0.99%-2,97813F-HR/ATimeline
Astra Wealth Partners LLC43,012$2.56M1.57%-2913F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …42,836$2.55M1.73%+17013F-HRTimelineGroup
True Wealth Design, LLC42,604$2.54M0.74%-2,43413F-HRTimeline
Sigma Planning Corp41,933$2.5M0.07%-2,07713F-HRTimeline
TruNorth Capital Management, LLC41,892$2.49M0.47%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,877$2.49M<0.01%-65613F-HRTimelineGroup
FINANCIAL CONSULATE, INC41,870$2.49M0.34%+2,83213F-HRTimeline
SOL Capital Management CO41,360$2.46M0.22%-4,56013F-HRTimeline
Bridgewater Advisors Inc.37,875$2.43M0.16%013F-HRTimeline
Avant Financial Advisors LLC40,857$2.43M1.75%-77013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC40,189$2.39M0.85%-1,80513F-HRTimeline
Midwest Trust Co39,253$2.34M0.03%-1413F-HRTimeline
Walsh & Associates, LLC39,174$2.33M2.3%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,912$2.32M<0.01%+7,80813F-HRTimelineGroup
Investmark Advisory Group LLC37,559$2.24M0.95%-21813F-HRTimeline
Rockwood Wealth Management, LLC37,479$2.23M0.17%+51513F-HRTimeline
Strathmore Capital Advisors, Inc.37,325$2.22M0.73%-1,61413F-HRTimeline
Mutual Advisors, LLC37,208$2.22M0.05%+22413F-HRTimeline
Rehmann Capital Advisory Group36,160$2.15M0.11%-6813F-HRTimeline
Grove Street Fiduciary, LLC35,979$2.14M0.9%-1,91913F-HRTimeline
Tyche Wealth Partners LLC35,332$2.1M0.33%+19,10613F-HRTimeline
marrick wealth, LLC35,019$2.09M1.71%13F-HRTimeline
Abel Hall, LLC34,959$2.08M0.49%-54113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA34,545$2.06M0.35%+1,93313F-HRTimeline
Glass Jacobson Investment Advisors llc34,384$2.05M0.74%-1,18313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,952$2.02M<0.01%+16,00713F-HR/ATimelineGroup
HBE Wealth Management, LLC33,942$2.02M1.9%13F-HRTimeline
Caprock Group, LLC33,412$1.99M0.04%+3,72213F-HRTimeline
Cascade Financial Partners, LLC32,636$1.94M0.2%013F-HRTimeline
QUARRY HILL ADVISORS, LLC32,502$1.94M0.9%-11613F-HRTimeline
Financial Synergies Wealth Advisors, In…32,461$1.93M0.19%+10713F-HRTimeline
Heritage Investment Group, Inc.32,421$1.93M0.29%-49513F-HRTimeline
Corus Family Wealth Advisors32,015$1.91M1.52%-4713F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,218$1.86M0.51%-1,00013F-HRTimeline
FMR LLCin group FMR LLC30,721$1.83M<0.01%+5,17113F-HRTimelineGroup
New Dimensions Wealth Management, LLC30,530$1.82M1.55%-34513F-HRTimeline
Integrated Wealth Concepts LLC30,437$1.81M0.02%-18,18013F-HRTimeline
Strategic Blueprint, LLC30,406$1.81M0.11%+2,58813F-HRTimeline
Clark Asset Management, LLC30,054$1.79M0.19%+9,40613F-HRTimeline
LAM GROUP, INC.29,735$1.77M1.01%-1,06713F-HRTimeline
Avior Wealth Management, LLC29,687$1.77M0.06%-4413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,366$1.75M<0.01%-9013F-HRTimelineGroup
International Private Wealth Advisors L…29,106$1.73M1.09%+6,96713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC28,983$1.73M0.52%+63813F-HRTimeline
True North Advisors, LLC28,257$1.68M0.22%013F-HRTimeline
Aptus Capital Advisors, LLC27,978$1.67M0.01%+16,37613F-HRTimeline
POINCIANA ADVISORS GROUP, LLC27,735$1.65M1.3%-3213F-HRTimeline
Root Financial Partners, LLC27,464$1.64M0.08%-2,72313F-HRTimeline
Versant Capital Management, Inc27,228$1.62M0.2%-1,02013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.26,925$1.6M0.8%-30713F-HRTimeline
Steward Partners Investment Advisory, L…26,409$1.57M0.01%+16713F-HRTimeline
Pandowealth. LLC26,395$1.57M1.44%13F-HR/ATimeline
VERUS WEALTH MANAGEMENT, LLC26,335$1.57M1.46%-60813F-HRTimeline
Merit Financial Group, LLC26,091$1.55M0.01%-14,16013F-HRTimeline
Vise Technologies, Inc.25,946$1.54M0.03%+20,68813F-HRTimeline
Long Island Wealth Management, Inc.25,924$1.54M0.73%+6,23713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,922$1.54M0.22%-6513F-HRTimeline
Addison Advisors LLC25,869$1.54M0.35%-80513F-HRTimeline
25 LLC25,666$1.53M0.48%-19113F-HRTimeline
RENASANT BANK25,324$1.51M1.02%013F-HRTimeline
Balboa Wealth Partners25,311$1.51M0.25%-3,61613F-HRTimeline
Lodestone Wealth Management LLC25,301$1.51M0.61%+7,90313F-HRTimeline
MONTAG A & ASSOCIATES INC25,083$1.49M0.07%+16,98013F-HRTimeline
Olistico Wealth, LLC24,495$1.46M0.71%+11,27413F-HRTimeline
IFG Advisors, LLC24,489$1.46M0.24%013F-HRTimeline
Curi Capital, LLC24,479$1.46M0.03%-1,63813F-HRTimeline
Aspirean Wealth, LLC24,394$1.45M1.59%13F-HRTimeline
BIP Wealth, LLC24,387$1.45M0.05%+2,74913F-HRTimeline
55 North Private Wealth, LLC24,331$1.45M0.38%13F-HRTimeline
BOS Asset Management, LLC24,284$1.45M0.39%+1,14613F-HRTimeline
Wealth Enhancement Trust Services, Inc.24,282$1.45M0.18%13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC24,142$1.44M1.15%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,022$1.43M0.9%-1,64713F-HRTimeline
Meredith Wealth Planning23,942$1.43M0.42%+25213F-HRTimeline
NerdWallet Wealth Partners, LLC23,466$1.4M0.63%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC23,388$1.39M0.4%-41113F-HRTimeline
Foundation Wealth Management, LLC\PA23,095$1.38M0.5%-2,58413F-HRTimeline
WealthCollab, LLC22,975$1.37M0.56%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.22,837$1.36M0.78%+36913F-HRTimeline
Global Retirement Partners, LLC22,763$1.36M0.02%+7,98213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,387$1.35M0.09%+7,64113F-HRTimeline
Prime Capital Investment Advisors, LLC22,606$1.35M0.02%-2013F-HRTimeline
Krilogy Financial LLC21,114$1.34M0.05%-1,24313F-HRTimeline
SageView Advisory Group, LLC22,442$1.34M0.05%-42713F-HRTimeline
Kondo Wealth Advisors, Inc.22,068$1.31M0.5%+47713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.29M<0.01%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.21,305$1.27M0.18%+8,06713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,079$1.26M0.01%-2,55513F-HRTimeline
Measured Wealth Private Client Group, L…20,555$1.22M0.32%-45613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,324$1.21M<0.01%-16213F-HRTimelineGroup
Compass Advisory Group LLC20,276$1.21M0.33%+1,91513F-HRTimeline
L.K. Benson & Company, P.C.20,236$1.2M0.6%+6413F-HRTimeline
Silver Oak Advisory Group, Inc.20,223$1.2M0.54%+3,74813F-HRTimeline
Triumph Capital Management20,041$1.19M0.26%new13F-HRTimeline
Black Swift Group, LLC20,000$1.19M0.2%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA19,972$1.19M<0.01%-17613F-HRTimelineGroup
Intergy Private Wealth, LLC19,868$1.18M0.36%013F-HRTimeline
Integrity Wealth Solutions LLC19,137$1.14M0.45%013F-HRTimeline