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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

816 managers (822 13F filers) reported a position in DFAT shares at 2026-03-31, 166,259,464 shares in all. 55 filers opened a position and 26 filers sold out during the quarter.

Managers
816
13F filers
822
New
55
Added
301
Reduced
268
Sold out
26
Shares held by filers
166,259,464

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mills Wealth Advisors LLC95,923$5.99M2.09%+5,19713F-HRTimeline
CLARIS ADVISORS, LLC / MO /94,298$5.89M1.76%+58913F-HRTimeline
TRB Wealth Management, LLC94,046$5.87M0.83%13F-HRTimeline
Vestment Financial LLC88,049$5.86M2.76%-70113F-HRTimeline
SwitchPoint Financial Planning, LLC92,239$5.76M3.91%+13013F-HRTimeline
Greenspring Advisors, LLC91,887$5.74M0.35%-78613F-HRTimeline
Weinberger Asset Management, Inc91,560$5.72M2.14%+4,88513F-HRTimeline
Gibson Capital, LLC90,022$5.62M1.05%-32913F-HRTimeline
Glassy Mountain Advisors, Inc.89,960$5.62M1.74%-78013F-HRTimeline
NewEdge Advisors, LLC89,605$5.6M0.02%-51713F-HR/ATimeline
CogentBlue Wealth Advisors, LLC89,185$5.57M3.74%-1,26113F-HRTimeline
Cherry Tree Wealth Management, LLC88,565$5.53M1.17%-1,99313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,765$5.48M0.01%-19,98013F-HRTimelineGroup
Burk Holdings LLC87,224$5.45M2.33%+6,28213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC87,135$5.44M0.98%+2,69113F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC84,905$5.3M0.34%-10613F-HRTimeline
Lionshead Wealth Management, LLC84,793$5.3M3.9%+24813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…84,139$5.25M1.77%-5,27313F-HRTimeline
Porter White Investment Advisors, Inc.83,822$5.23M2.1%-59613F-HRTimeline
Shearwater Capital LLC82,111$5.13M2.69%-33413F-HRTimeline
WorthPointe, LLC81,873$5.11M1.39%-17,51213F-HRTimeline
Bragg Financial Advisors, Inc80,935$5.05M0.16%-4,53513F-HRTimeline
Factor Wealth Management LTD80,653$5.04M0.95%-8,05913F-HRTimeline
Passive Capital Management, LLC.78,863$4.93M1.47%+1,87113F-HRTimeline
B&D White Capital Company, LLC78,515$4.9M0.61%-17,71113F-HRTimeline
Broadhurst Jeffrey B78,209$4.88M5.01%-1,45613F-HRTimeline
White Wing Wealth Management77,670$4.85M2.91%-4,81813F-HRTimeline
Aviance Capital Partners, LLC77,195$4.82M0.56%+6,12613F-HRTimeline
Fortitude Family Office, LLC76,054$4.75M1.07%+7,18613F-HRTimeline
RTD Financial Advisors, Inc.75,872$4.74M0.58%-5,08913F-HRTimeline
Verdence Capital Advisors LLC75,635$4.72M0.28%013F-HRTimeline
Bedel Financial Consulting, Inc.75,161$4.69M0.54%+8,62213F-HRTimeline
BBR PARTNERS, LLC74,746$4.67M0.26%013F-HRTimeline
SC&H Financial Advisors, Inc.74,591$4.66M0.7%-1,62713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…74,273$4.64M1.31%+6,97413F-HRTimeline
Integras Partners LLC74,113$4.63M3.04%+67,77113F-HRTimeline
Physician Wealth Solutions Inc.73,487$4.59M1.9%013F-HRTimeline
Total Clarity Wealth Management, Inc.72,272$4.51M1.06%new13F-HRTimeline
Private Wealth Management Group, LLC71,769$4.48M1.18%-84913F-HRTimeline
Frankly Finances, LLC71,580$4.47M4.05%013F-HRTimeline
Ares Financial Consulting, LLC70,723$4.43M3.48%+4,44713F-HRTimeline
Pacific Asset Management, LLC70,875$4.43M2.47%-3,12113F-HRTimeline
Woodward Financial Advisors, Inc.72,254$4.42M1.7%-4,08413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC70,478$4.4M2.78%-1,29413F-HRTimeline
Evensky & Katz LLC70,277$4.39M0.25%-2,54213F-HRTimeline
Diversified Portfolios, Inc.69,706$4.35M0.36%-1,55713F-HRTimeline
HB Wealth Management, LLC69,489$4.34M0.03%-64713F-HRTimeline
Hill Investment Group Partners, LLC69,156$4.32M0.48%013F-HRTimeline
Level Financial Advisors69,063$4.31M1.1%-56813F-HRTimeline
Rooted Wealth Advisors, Inc.62,624$4.17M1.1%+23,28913F-HRTimeline
MAI Capital Management66,390$4.15M0.02%+36313F-HRTimeline
InTrack Investment Management Inc65,437$4.09M2.33%-1,93813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Belleair Asset Management, LLC64,770$4.04M3.69%+36513F-HRTimeline
Klingman & Associates, LLC64,332$4.02M0.19%-9613F-HRTimeline
Certified Advisory Corp63,785$3.98M0.36%+6,76513F-HRTimeline
Burton Enright Welch62,318$3.89M0.53%+5313F-HRTimeline
Vistica Wealth Advisors, LLC60,547$3.78M3.77%-7,77813F-HRTimeline
Vantage Point Financial LLC60,386$3.77M1.32%-89213F-HRTimeline
Compound Planning, Inc.59,415$3.71M0.11%+5,92613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …59,166$3.7M0.03%+96113F-HRTimelineGroup
PW ADVISORS, LLC \ FL58,837$3.67M2.75%-3,19113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…58,290$3.64M0.44%-3,33013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,048$3.63M<0.01%+37,72413F-HRTimelineGroup
Live Oak Private Wealth LLC57,751$3.61M0.5%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…57,707$3.6M0.07%-30513F-HRTimelineGroup
Thayer Financial, L.L.C.57,693$3.6M3.68%+1,04813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57,372$3.58M0.11%+55213F-HR/ATimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.57,316$3.58M1.22%+4,10713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\57,032$3.56M<0.01%+83713F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…56,313$3.52M0.73%+19413F-HRTimeline
CURIO WEALTH, LLC55,770$3.48M1.19%-65813F-HRTimeline
Symmetry Partners, LLC55,267$3.45M0.2%-2,90113F-HRTimeline
Johnson Wealth Management, LLC55,195$3.45M1.66%-21513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC55,017$3.44M0.03%+57113F-HRTimeline
Simplicity Wealth,LLC54,747$3.42M0.19%-44613F-HRTimeline
Freedom Investment Management, Inc.54,391$3.4M1.01%-83613F-HRTimeline
AG Asset Advisory, LLC54,241$3.39M2.81%+8,30813F-HRTimeline
Generations Wealth, LLC53,732$3.36M3.26%+5,95713F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.53,266$3.33M3.18%+60413F-HRTimeline
CFS Investment Advisory Services, LLC49,814$3.3M0.23%-19,86213F-HRTimeline
Kane Co Wealth Management, Inc.52,632$3.29M2.77%-1,14513F-HRTimeline
Activest Wealth Management52,084$3.24M0.57%+36,25713F-HRTimeline
OneDigital Investment Advisors LLC51,716$3.23M0.03%-1,30813F-HRTimeline
Strategent Financial, LLC51,489$3.22M2.18%+1,85613F-HRTimeline
Waverly Advisors, LLC50,716$3.17M0.02%+37,19713F-HRTimeline
Merit Financial Group, LLC50,327$3.14M0.02%+24,23613F-HRTimeline
Cresset Asset Management, LLC50,089$3.13M0.01%-7,84713F-HRTimeline
Sound Portfolio Advisors, LLC49,374$3.08M2.5%-31513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,171$3.07M<0.01%+10,25913F-HRTimelineGroup
RFG Advisory, LLC48,434$3.02M0.06%-58013F-HRTimeline
BluePrint Investing LLC48,320$3.02M2.68%+1,06213F-HRTimeline
Integrated Wealth Concepts LLC47,860$2.99M0.02%+17,42313F-HRTimeline
Astra Wealth Partners LLC47,362$2.96M1.87%+4,35013F-HRTimeline
Redwood Park Advisors LLC47,167$2.95M2.18%-9313F-HRTimeline
Entelevest, LLC46,714$2.92M3%+2,26413F-HRTimeline
Applied Capital LLC46,620$2.91M1.09%013F-HRTimeline
Aegis Wealth Management LLC46,178$2.88M1.65%+16013F-HRTimeline
Beckerman Institutional, LLC46,131$2.88M1.53%+1,66213F-HRTimeline
Werba Rubin Papier Wealth Management46,110$2.88M0.4%-45113F-HRTimeline
XY Planning Network, Inc.44,333$2.78M0.44%-6,43713F-HRTimeline
Private Advisor Group, LLC43,234$2.7M0.01%-1,43713F-HRTimeline
Summit Portfolio Management, LTD.42,991$2.68M1.73%13F-HRTimeline
Tyche Wealth Partners LLC42,925$2.68M0.41%+7,59313F-HRTimeline
Aerodigm Wealth, LLC42,592$2.66M1%-67213F-HRTimeline
TruNorth Capital Management, LLC41,892$2.62M0.5%013F-HRTimeline
Sigma Planning Corp41,854$2.61M0.07%-7913F-HRTimeline
True Wealth Design, LLC41,587$2.6M0.72%-1,01713F-HRTimeline
Strathmore Capital Advisors, Inc.38,979$2.59M0.73%+1,65413F-HRTimeline
FINANCIAL CONSULATE, INC41,354$2.58M0.32%-51613F-HRTimeline
Walsh & Associates, LLC41,159$2.57M2.55%+1,98513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC40,843$2.55M0.91%+65413F-HRTimeline
Avant Financial Advisors LLC40,611$2.54M1.78%-24613F-HRTimeline
FMR LLCin group FMR LLC40,308$2.52M<0.01%+9,58713F-HRTimelineGroup
Bridgewater Advisors Inc.37,725$2.48M0.15%-15013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP39,325$2.46M<0.01%-37,56413F-HRTimelineGroup
Avior Wealth Management, LLC39,013$2.44M0.07%+9,32613F-HRTimeline
3 FACTOR INDEXING, LLC37,993$2.37M2.24%13F-HRTimeline
Mutual Advisors, LLC37,771$2.36M0.05%+56313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,762$2.36M0.13%new13F-HRTimeline
Midwest Trust Co37,235$2.33M0.03%-2,01813F-HRTimeline
Investmark Advisory Group LLC37,000$2.31M0.99%-55913F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA36,531$2.28M0.42%+1,98613F-HRTimeline
Rockwood Wealth Management, LLC36,207$2.26M0.16%-1,27213F-HRTimeline
Glass Jacobson Investment Advisors llc35,904$2.24M0.77%+1,52013F-HRTimeline
Grove Street Fiduciary, LLC35,801$2.24M0.98%-17813F-HRTimeline
Rehmann Capital Advisory Group35,499$2.22M0.12%-66113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,241$2.2M<0.01%+1,28913F-HRTimelineGroup
International Private Wealth Advisors L…34,801$2.17M1.33%+5,69513F-HRTimeline
marrick wealth, LLC34,491$2.15M1.81%-52813F-HRTimeline
Navigate Wealth Management, LLC32,069$2.13M1.49%13F-HRTimeline
Abel Hall, LLC34,072$2.13M0.45%-88713F-HRTimeline
Long Island Wealth Management, Inc.33,606$2.1M0.97%+7,68213F-HRTimeline
Sanctuary Advisors, LLC33,401$2.09M0.01%-18,05613F-HRTimeline
Root Financial Partners, LLC33,339$2.08M0.1%+5,87513F-HRTimeline
Cascade Financial Partners, LLC32,591$2.04M0.21%-4513F-HRTimeline
Clark Asset Management, LLC32,541$2.03M0.19%+2,48713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,502$2.03M<0.01%+3,13613F-HRTimelineGroup
Heritage Investment Group, Inc.32,402$2.02M0.31%-1913F-HRTimeline
Corus Family Wealth Advisors32,056$2M1.63%+4113F-HRTimeline
QUARRY HILL ADVISORS, LLC30,170$2M0.82%-2,33213F-HRTimeline
Strategic Blueprint, LLC31,945$1.99M0.12%+1,53913F-HRTimeline
LAM GROUP, INC.31,596$1.97M1.08%+1,86113F-HRTimeline
HBE Wealth Management, LLC31,516$1.97M1.72%-2,42613F-HRTimeline
Caprock Group, LLC31,459$1.96M0.05%-1,95313F-HRTimeline
ARK & TLK INVESTMENTS, LLC31,218$1.95M0.53%013F-HRTimeline
Ponta Wealth Partners, LLC30,936$1.93M1.55%+14,12313F-HRTimeline
New Dimensions Wealth Management, LLC30,451$1.9M1.62%-7913F-HRTimeline
Lodestone Wealth Management LLC30,197$1.89M0.75%+4,89613F-HR/ATimeline
Olistico Wealth, LLC29,712$1.86M0.91%+5,21713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,442$1.78M<0.01%-13,43513F-HR/ATimelineGroup
True North Advisors, LLC28,257$1.76M0.2%013F-HRTimeline
Financial Synergies Wealth Advisors, In…27,889$1.74M0.17%-4,57213F-HRTimeline
Aptus Capital Advisors, LLC27,857$1.74M0.01%-12113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,833$1.74M0.01%+6,75413F-HRTimeline
POINCIANA ADVISORS GROUP, LLC27,735$1.73M1.37%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.26,819$1.67M0.83%-10613F-HRTimeline
Versant Capital Management, Inc26,681$1.67M0.16%-54713F-HRTimeline
Steward Partners Investment Advisory, L…26,647$1.66M0.01%+23813F-HRTimeline
Pandowealth. LLC26,455$1.65M1.44%+6013F-HR/ATimeline
BIP Wealth, LLC26,382$1.65M0.07%+1,99513F-HRTimeline
Addison Advisors LLC26,349$1.65M0.36%+48013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC26,113$1.63M1.51%-22213F-HRTimeline
25 LLC25,736$1.61M0.5%+7013F-HRTimeline
MONTAG A & ASSOCIATES INC25,353$1.58M0.07%+27013F-HRTimeline
Legacy Capital Wealth Partners, LLC25,341$1.58M0.33%+6,82113F-HRTimeline
RENASANT BANK25,324$1.58M1.12%013F-HRTimeline
Meredith Wealth Planning25,175$1.57M0.43%+1,23313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.24,995$1.56M0.9%+2,15813F-HRTimeline
IFP Advisors, Inc24,754$1.55M0.03%+7,79713F-HRTimeline
Vise Technologies, Inc.25,946$1.54M0.03%013F-HRTimeline
Curi Capital, LLC24,525$1.53M0.03%+4613F-HRTimeline
IFG Advisors, LLC24,489$1.53M0.25%013F-HRTimeline
Aspirean Wealth, LLC24,392$1.52M1.65%-213F-HRTimeline
55 North Private Wealth, LLC24,331$1.52M0.39%013F-HRTimeline
Legacy Financial Advisors, Inc.24,309$1.52M0.21%+3,00413F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC24,142$1.51M1.2%013F-HRTimeline
BOS Asset Management, LLC24,099$1.5M0.38%-18513F-HRTimeline
Triumph Capital Management24,059$1.5M0.31%+4,01813F-HRTimeline
Wealth Enhancement Trust Services, Inc.23,904$1.49M0.18%-37813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC23,682$1.48M0.91%-34013F-HRTimeline
NerdWallet Wealth Partners, LLC23,466$1.47M0.64%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC23,390$1.46M0.42%+213F-HRTimeline
Foundation Wealth Management, LLC\PA23,119$1.44M0.51%+2413F-HRTimeline
Compass Advisory Group LLC23,018$1.44M0.38%+2,74213F-HRTimeline
WealthCollab, LLC22,975$1.43M0.59%013F-HRTimeline
TIAAgroup of 3 filers holding22,640$1.41M+2,668Timeline
Prime Capital Investment Advisors, LLC22,606$1.41M0.02%013F-HRTimeline
LJI Wealth Management, LLC22,307$1.39M0.22%-38,55213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,257$1.39M0.1%-13013F-HRTimeline
Balboa Wealth Partners22,211$1.39M0.23%-3,10013F-HRTimeline
Kondo Wealth Advisors, Inc.22,095$1.38M0.52%+2713F-HRTimeline
Krilogy Financial LLC21,123$1.37M0.04%+913F-HRTimeline
MSA Advisors, LLC21,687$1.35M0.41%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.35M<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS21,398$1.34M1.19%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.21,364$1.33M0.19%-4,55813F-HRTimeline
Avidian Wealth Enterprises, LLC21,225$1.33M0.04%+4,70413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,971$1.31M<0.01%+4,77913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…20,549$1.28M0.02%+4,36113F-HRTimelineGroup
Vermillion Wealth Management, Inc.20,511$1.28M0.51%+4,58213F-HRTimeline