Skip to content
Disclosery

DFAT DIMENSIONAL ETF TRUST

Follow

US TARGETED VLU (fund)

846 managers (856 13F filers) reported a position in DFAT shares at 2026-06-30, 165,648,836 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
846
13F filers
856
New
63
Added
285
Reduced
284
Sold out
26
Shares held by filers
165,648,836

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC21,668$1.51M<0.01%013F-HRTimelineGroup
McGrath & Associates, Inc.21,327$1.49M1.94%+2,35713F-HRTimeline
Avidian Wealth Enterprises, LLC21,237$1.48M0.04%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,189$1.48M0.02%+1,15013F-HRTimeline
Krilogy Financial LLC21,131$1.48M0.04%+813F-HRTimeline
Balboa Wealth Partners21,006$1.47M0.2%-1,20513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…20,848$1.46M0.02%+29913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding20,787$1.45M+3,167Timeline
L.K. Benson & Company, P.C.20,280$1.42M0.43%-913F-HRTimeline
Silver Oak Advisory Group, Inc.20,257$1.42M0.56%+8513F-HRTimeline
Measured Wealth Private Client Group, L…20,187$1.41M0.34%-15113F-HRTimeline
IFP Advisors, Inc20,096$1.4M0.03%-4,65813F-HRTimeline
Black Swift Group, LLC20,000$1.4M0.2%013F-HRTimeline
Intergy Private Wealth, LLC19,868$1.39M0.32%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,531$1.37M0.17%-1,83313F-HR/ATimeline
IHT Wealth Management, LLC19,442$1.36M0.03%+1713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC19,288$1.35M1.11%-6,82513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,960$1.34M+13,250Timeline
Integrity Wealth Solutions LLC19,137$1.34M0.49%013F-HRTimeline
WILLNER & HELLER, LLC18,910$1.32M0.83%+4113F-HRTimeline
LJI Wealth Management, LLC18,731$1.31M0.18%-3,57613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC18,703$1.31M0.47%+3,33913F-HRTimeline
Petersen Hastings Wealth Advisors Inc.18,619$1.3M0.11%-6613F-HRTimeline
Vannoy Advisory Group, Inc.18,292$1.28M0.72%-4013F-HRTimeline
Partners in Financial Planning18,138$1.27M0.19%-1,00013F-HRTimeline
Clear Creek Financial Management, LLC18,124$1.27M0.08%-913F-HRTimeline
Beacon Financial Advisory LLC18,090$1.26M0.25%+3,08913F-HRTimeline
Cloud Capital Management, LLC17,915$1.25M0.46%+4,54413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,788$1.24M0.02%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.17,713$1.24M0.05%+1,53113F-HRTimeline
BetterWealth, LLC17,488$1.22M0.22%-25813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,402$1.22M0.51%-6913F-HRTimeline
Aurelius Family Office LLC17,369$1.21M0.48%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC17,319$1.21M0.14%+4,77313F-HRTimeline
Summit Financial, LLC17,192$1.2M0.01%+613F-HRTimeline
Forza Wealth Management, LLC17,010$1.19M0.36%+2,57513F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,949$1.18M0.37%+17713F-HRTimeline
MB Generational Wealth, LLC16,911$1.18M0.58%-21913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$1.18M0.15%013F-HRTimeline
Axis Wealth Partners, LLC16,699$1.17M0.56%-80213F-HRTimeline
Wedmont Private Capital16,679$1.16M0.03%+713F-HRTimeline
Signal Advisors Wealth, LLC16,372$1.14M0.06%+11,03613F-HRTimeline
Warwick Investment Management, Inc.16,281$1.14M0.13%013F-HRTimeline
Roundview Capital LLC16,169$1.13M0.06%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$1.12M0.07%013F-HRTimeline
Rialto Wealth Management, LLC15,928$1.11M0.22%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$1.11M<0.01%013F-HRTimelineGroup
Peirce Capital Management, LLC15,757$1.1M0.4%-2,53713F-HRTimeline
Eaton Financial Holdings Company, LLC15,338$1.07M0.29%-2213F-HRTimeline
PFG Advisors15,335$1.07M0.05%+3,78413F-HRTimeline
JFS WEALTH ADVISORS, LLC15,335$1.07M0.05%+1,39613F-HRTimeline
Nautilus Advisors LLC14,972$1.04M0.61%+12613F-HRTimeline
Capital Investment Advisors, LLC14,867$1.04M0.01%013F-HRTimeline
Cypress Wealth Services, LLC14,731$1.03M0.13%+11,08613F-HRTimeline
Falcon Wealth Planning14,516$1.01M0.06%013F-HRTimeline
Janney Montgomery Scott LLC14,171$991K<0.01%+2,04513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,142$989K0.02%+3,85113F-HRTimelineGroup
CVA Family Office, LLC14,136$988K0.09%+2313F-HRTimeline
Keebeck Wealth Management14,040$981K0.1%013F-HRTimeline
Stone Summit Wealth LLC13,946$975K0.25%-1313F-HRTimeline
Safeguard Investment Advisory Group, LLC13,941$974K0.22%+1,38213F-HRTimeline
Perigon Wealth Management, LLC13,899$972K0.02%+1,83713F-HRTimeline
Pinnacle Bancorp, Inc.13,891$971K0.25%-1113F-HRTimeline
Good Harbor Advisors, Inc.13,561$948K0.93%+9613F-HRTimeline
Concentrum Wealth Management13,462$941K0.23%-1,00613F-HRTimeline
Dakota Wealth Management13,398$937K0.02%-78013F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC13,178$921K0.75%013F-HRTimeline
Berger Financial Group, Inc13,166$920K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC13,069$914K0.02%-21713F-HRTimeline
SageView Advisory Group, LLC13,044$912K0.03%-37113F-HRTimeline
Shira Ridge Wealth Management13,004$909K0.32%-19413F-HRTimeline
Financial Symmetry Inc12,989$907K0.3%+713F-HRTimeline
Medallion Wealth Advisors, LLC12,890$901K0.28%-1,00113F-HRTimeline
J. Derek Lewis & Associates Inc.12,883$900K0.17%+5,03013F-HRTimeline
Prudent Man Investment Management, Inc.15,118$900K0.31%-1213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,851$898K0.11%013F-HRTimelineGroup
Donalies Financial Planning, LLC12,825$896K0.66%-2913F-HRTimeline
BCR Wealth Strategies, LLC12,802$894K0.25%013F-HRTimeline
Plante Moran Financial Advisors, LLC12,547$877K0.04%-79913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,490$873K-31Timeline
COMMERCE BANKin group COMMERCE BANK12,373$865K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC12,293$859K0.01%-74313F-HRTimeline
Dorsey & Whitney Trust CO LLC12,251$856K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,199$853K0.08%+213F-HRTimeline
American Capital Advisory, LLC12,094$845K0.31%+7213F-HRTimeline
MGO ONE SEVEN LLC12,089$845K0.01%013F-HRTimeline
WASHINGTON TRUST Co11,993$838K0.03%013F-HRTimeline
Vilga Financial Planning LLC11,970$837K0.63%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,858$829K0.01%+71213F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$824K0.01%-413F-HRTimeline
NCM Capital Management, LLC11,774$823K0.25%+3113F-HRTimeline
Dynamic Advisor Solutions LLC11,767$823K0.02%+1,41013F-HRTimeline
Westmount Partners, LLC11,656$815K0.18%013F-HRTimeline
&PARTNERS11,635$813K<0.01%-4,06613F-HRTimeline
Trailhead Planners LLC11,476$802K0.78%013F-HRTimeline
BDFS Capital LLC11,378$795K0.35%+34913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,328$792K<0.01%+94213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,314$791K0.01%013F-HRTimeline
GenTrust, LLC11,082$775K0.03%013F-HRTimeline
Cascade Wealth Advisors, Inc10,748$774K0.31%+713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,766$753K0.01%-1,11213F-HRTimeline
Approach Retirement Advisors, LLC10,703$748K0.54%-8413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,669$746K0.01%new13F-HRTimeline
Strategic Financial Services, Inc.10,658$745K0.03%013F-HRTimeline
Focus Financial Network, Inc.10,623$743K0.02%+9013F-HRTimeline
CPA Asset Management Group, LLC10,586$740K0.21%-1,35613F-HRTimeline
Rollins Financial Advisors, LLC10,525$736K0.1%+91813F-HRTimeline
Wealth Management Strategies, Inc.10,445$730K0.29%+3213F-HRTimeline
AlphaCore Capital LLC10,425$729K0.01%+1,08313F-HRTimeline
Liberty Capital Management, Inc.10,305$720K0.12%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$712K0.08%013F-HRTimeline
Keel Point, LLC10,169$711K0.04%013F-HRTimeline
MASECO LLP10,140$709K0.02%+113F-HRTimeline
M Holdings Securities, Inc.10,097$703K0.1%-93,07713F-HRTimeline
Berkeley, Inc10,028$701K0.22%+36813F-HRTimeline
Nicholas Hoffman & Company, LLC.9,888$691K0.01%013F-HRTimeline
RAM Investment Partners, LLC9,732$680K0.11%013F-HRTimeline
HBK Sorce Advisory LLC9,412$678K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,665$676K0.02%+6,14813F-HRTimelineGroup
Arista Wealth Management, LLC9,636$674K0.07%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,576$669K<0.01%-20313F-HRTimelineGroup
CWA Asset Management Group, LLC9,470$662K0.02%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,421$659K<0.01%-22513F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.9,358$654K0.32%013F-HRTimeline
Mission Financial Group, LLC9,309$651K0.54%13F-HRTimeline
SIMON QUICK ADVISORS, LLC9,266$648K0.03%013F-HRTimeline
Mesirow Financial Investment Management…9,209$644K0.01%-22313F-HRTimeline
TENET WEALTH PARTNERS, LLC9,085$643K0.48%13F-HRTimeline
WEDBUSH SECURITIES INC9,191$642K0.02%013F-HRTimeline
Secure Asset Management, LLC9,100$636K0.09%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,033$631K0.11%013F-HRTimeline
Accurate Wealth Management, LLC8,918$621K0.06%+81913F-HRTimeline
Geneos Wealth Management Inc.8,789$614K0.01%013F-HRTimeline
ALKEME WEALTH, LLC8,752$612K0.23%+2913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,705$608K<0.01%-9,19513F-HRTimeline
High Probability Advisors, LLC8,672$606K0.06%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,626$603K0.03%+1613F-HRTimeline
Painted Porch Advisors LLC8,620$603K0.26%new13F-HRTimeline
Fort Point Capital Partners LLC8,534$597K0.06%new13F-HRTimeline
Stonebridge Financial Group, LLC/CA8,491$593K0.08%13F-HRTimeline
NWK Group, Inc.8,329$582K0.18%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,317$581K0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC8,314$581K<0.01%-2,77013F-HRTimeline
Monument Group Wealth Advisors, LLC8,311$581K0.28%013F-HRTimeline
Belpointe Asset Management LLC8,255$577K0.02%+1,04413F-HRTimeline
Fortis Capital Advisors, LLC8,255$577K0.06%+1,04413F-HRTimeline
Composition Wealth, LLC8,250$577K0.01%+60313F-HRTimeline
Five Oceans Advisors8,230$575K0.18%-74713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,225$575K-9,862Timeline
West Wealth Group, LLC8,160$570K0.09%-913F-HRTimeline
Sand Hill Global Advisors, LLC8,128$568K0.02%013F-HRTimeline
Kathmere Capital Management, LLC8,117$567K0.03%-20513F-HRTimeline
Nalls Sherbakoff Group, LLC8,074$564K0.4%+1113F-HRTimeline
Wealthspire Advisors, LLC8,061$563K<0.01%+15013F-HRTimeline
Modern Wealth Management, LLC7,967$557K0.01%013F-HRTimeline
Clayton Financial Group LLC7,939$555K0.31%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,938$555K0.03%+2,92013F-HRTimelineGroup
Madison Wealth Partners, Inc7,867$550K0.07%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,724$540K0.02%+8913F-HRTimeline
Valmark Advisers, Inc.7,705$539K0.01%+33913F-HRTimeline
Intrua Financial, LLC7,558$528K0.05%013F-HRTimeline
Addison Advisors LLC7,554$528K0.25%-18,79513F-HRTimeline
Ridgewood Investments LLC7,513$525K0.2%+1413F-HRTimeline
PRIVATE TRUST CO NA7,485$523K0.04%013F-HRTimeline
M.E. ALLISON & CO., INC.7,448$521K0.3%+313F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,423$519K0.09%013F-HRTimeline
BRIGHTON JONES LLC7,406$518K0.01%-15613F-HRTimeline
STALEY CAPITAL ADVISERS INC7,383$516K0.02%+2413F-HRTimeline
IFG Advisory, LLC7,305$511K0.02%new13F-HRTimeline
Old Peak Finance LLC7,304$511K0.25%-513F-HRTimeline
Greenline Partners, LLC7,281$509K0.05%+1713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,279$509K0.06%-1713F-HRTimelineGroup
Triad Wealth Partners, LLC7,095$508K0.03%-1,05813F-HRTimeline
STEVENS CAPITAL PARTNERS7,251$507K0.1%-60213F-HRTimeline
Wick Capital Partners, LLC7,174$501K0.08%013F-HRTimeline
DBK Financial Counsel, LLC7,150$500K0.42%013F-HRTimeline
Merited Wealth, LLC7,000$489K0.35%-29513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,000$489K0.02%new13F-HRTimeline
Lee Financial Co6,969$487K0.06%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.6,947$486K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,947$486K0.01%new13F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC6,942$485K0.36%013F-HRTimeline
STOLZ & ASSOCIATES, PS6,893$482K0.3%013F-HRTimeline
Parkside Investments, LLC6,881$481K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$475K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,797$475K<0.01%+1,00113F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV6,748$472K0.09%013F-HRTimeline
W1M Asset Management Ltd6,734$471K<0.01%-41113F-HRTimeline
Busey Bank6,700$468K0.01%+25413F-HRTimeline
Murphy Pohlad Asset Management LLC6,693$468K0.16%013F-HRTimeline
Prospera Financial Services Inc6,673$467K0.01%013F-HRTimeline
Well Done, LLC6,623$463K0.06%013F-HRTimeline
Geometric Wealth Advisors6,522$456K0.05%013F-HRTimeline
Fortis Advisors, LLC6,403$448K0.21%+2113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,377$446K<0.01%new13F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO6,360$445K0.07%-11913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,316$441K<0.01%-95513F-HRTimelineGroup
First Financial Group Corp6,300$440K0.32%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,281$439K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,266$438K<0.01%+1,33413F-HRTimeline