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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

712 managers (713 13F filers) reported a position in DFAT shares at 2024-12-31, 155,328,062 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
712
13F filers
713
New
31
Added
242
Reduced
216
Sold out
18
Shares held by filers
155,328,062

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Plante Moran Financial Advisors, LLC14,679$817K0.07%+69313F-HRTimeline
Capital Investment Advisors, LLC14,631$814K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,570$811K0.01%-24713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,585$809K0.08%-36913F-HRTimeline
Waverly Advisors, LLC14,531$809K0.01%+113F-HRTimeline
Chicago Partners Investment Group LLC14,517$807K0.03%-2,71213F-HRTimeline
Compound Planning, Inc.14,384$801K0.04%new13F-HRTimeline
Mission Hills Financial Advisory, LLC14,186$790K0.61%013F-HRTimeline
JFS WEALTH ADVISORS, LLC14,141$787K0.05%+513F-HRTimeline
American Capital Advisory, LLC14,071$783K0.43%+97013F-HRTimeline
Martin Worley Group13,989$779K0.49%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,940$776K0.3%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,652$760K0.1%013F-HRTimeline
Murphy Pohlad Asset Management LLC13,393$745K0.32%-1,50013F-HRTimeline
Clark Asset Management, LLC13,344$743K0.14%+1,05613F-HRTimeline
Olistico Wealth, LLC13,271$739K0.43%-113F-HRTimeline
Avidian Wealth Enterprises, LLC13,215$736K0.03%+113F-HRTimeline
BCR Wealth Strategies, LLC12,802$712K0.33%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,739$709K0.02%-21513F-HRTimeline
Parkside Financial Bank & Trust12,285$684K0.09%+3,41113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,276$683K0.09%+7,86613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …12,271$683K0.04%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC12,251$682K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,197$679K0.09%+1113F-HRTimeline
Empower Advisory Group, LLC12,139$676K<0.01%+1,70013F-HRTimeline
MGO ONE SEVEN LLC12,089$673K0.03%013F-HRTimeline
180 WEALTH ADVISORS, LLC12,072$672K0.11%+2,85113F-HRTimeline
Focus Financial Network, Inc.12,025$669K0.03%+2,37113F-HRTimeline
WASHINGTON TRUST Co11,993$668K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC11,968$666K0.1%-1,40013F-HRTimeline
CPA Asset Management Group, LLC11,942$665K0.31%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,889$662K<0.01%-4,59213F-HRTimelineGroup
Janney Montgomery Scott LLC11,834$659K<0.01%-1613F-HRTimeline
RAM Investment Partners, LLC11,826$658K0.16%013F-HRTimeline
NCM Capital Management, LLC11,809$657K0.3%-713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$656K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC11,786$656K0.01%+80813F-HRTimeline
Strategic Blueprint, LLC11,753$654K0.04%+3,84913F-HRTimeline
Vermillion Wealth Management, Inc.11,747$654K0.33%13F-HRTimeline
LongView Wealth Management11,600$646K0.2%013F-HRTimeline
HB Wealth Management, LLC11,584$645K0.01%013F-HRTimeline
Forza Wealth Management, LLC11,435$636K0.29%+1,85013F-HRTimeline
Wedmont Private Capital11,624$635K0.03%+2,36413F-HRTimeline
Stone Summit Wealth LLC11,399$634K0.21%-7513F-HRTimeline
Root Financial Partners, LLC11,248$626K0.08%-7,51613F-HRTimeline
GenTrust, LLC11,082$617K0.03%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,231$614K0.03%-4,96513F-HRTimelineGroup
Essential Planning, LLC.10,668$611K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,908$607K0.04%+45613F-HRTimeline
Financial Symmetry Inc10,843$604K0.41%+9013F-HRTimeline
Kaufman Rossin Wealth, LLC10,760$599K0.62%13F-HRTimeline
Integrated Advisors Network LLC10,720$597K0.03%013F-HRTimeline
Strategic Financial Services, Inc.10,714$596K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,695$595K<0.01%+33613F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp10,648$593K0.08%013F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.10,500$584K0.51%-9,80313F-HRTimeline
VANCE WEALTH, LLC10,474$583K0.23%-2,62913F-HRTimeline
Global Trust Asset Management, LLC10,333$575K0.22%-20913F-HRTimeline
Liberty Capital Management, Inc.10,305$574K0.13%013F-HRTimeline
Clayton Financial Group LLC10,274$572K0.21%-1,57413F-HRTimeline
Wealth Management Strategies, Inc.10,224$569K0.44%13F-HR/ATimeline
Five Oceans Advisors10,202$568K0.26%-65013F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$567K0.09%new13F-HRTimeline
CWA Asset Management Group, LLC10,134$564K0.03%013F-HRTimeline
Clear Creek Financial Management, LLC10,123$563K0.06%+4413F-HRTimeline
Mullaney, Keating & Wright, Inc.10,118$563K0.38%-4,10813F-HRTimeline
Pinnacle Financial Partners Inc10,079$561K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,077$561K<0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC10,000$557K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,886$550K0.14%-5813F-HR/ATimeline
Arista Wealth Management, LLC9,636$536K0.13%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,501$529K<0.01%-1,80013F-HRTimelineGroup
Blue Trust, Inc.9,500$529K0.01%+9013F-HR/ATimeline
Wilmington Savings Fund Society, FSB9,308$518K0.01%013F-HRTimeline
Secure Asset Management, LLC9,100$507K0.08%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,033$503K0.1%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,907$496K<0.01%new13F-HRTimelineGroup
Westmount Partners, LLC8,876$494K0.15%013F-HRTimeline
Monument Group Wealth Advisors, LLC8,870$494K0.35%-16013F-HRTimeline
Fortis Advisors, LLC8,819$491K0.32%+3413F-HRTimeline
Hemington Wealth Management8,757$487K0.12%-5313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,685$483K0.03%-15713F-HRTimeline
High Probability Advisors, LLC8,672$483K0.09%013F-HRTimeline
Sand Hill Global Advisors, LLC8,652$482K0.02%-70713F-HRTimeline
Advisory Services Network, LLC8,602$479K0.01%-60113F-HRTimeline
ALKEME WEALTH, LLC8,553$476K0.22%+3213F-HRTimeline
Greenspring Advisors, LLC8,549$476K0.1%013F-HRTimeline
Axis Wealth Partners, LLC8,527$475K0.4%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,513$474K0.04%+1913F-HRTimeline
WMG Financial Advisors, LLC8,353$465K0.2%-1,03613F-HRTimeline
Laird Norton Wetherby Wealth Management…8,317$463K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,315$463K<0.01%+3,31913F-HRTimelineGroup
Fisher Asset Management, LLC8,288$461K<0.01%+2,06713F-HRTimeline
Mesirow Financial Investment Management…8,187$456K0.01%+2713F-HRTimeline
Silver Oak Advisory Group, Inc.8,112$451K0.24%-26713F-HRTimeline
SIGNATUREFD, LLC7,958$443K0.01%-1,66613F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,900$440K0.43%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,708$429K+1,978Timeline
GREENLEAF TRUST7,707$429K<0.01%+14913F-HRTimeline
Composition Wealth, LLC7,647$426K0.01%013F-HRTimeline
Safeguard Financial, LLC7,593$423K0.09%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC7,591$422K0.13%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,554$420K<0.01%-4,04713F-HRTimelineGroup
Bordeaux Wealth Advisors LLC7,464$415K0.07%-1,77013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.7,451$415K<0.01%+10213F-HRTimeline
Geometric Wealth Advisors7,448$415K0.08%-18113F-HRTimeline
HTG Investment Advisors, Inc.7,328$408K0.19%013F-HRTimeline
Modern Wealth Management, LLC7,303$406K0.02%013F-HR/ATimeline
AWM CAPITAL, LLC7,302$406K0.05%013F-HRTimeline
BAKER BOYER NATIONAL BANK7,295$406K0.14%013F-HRTimeline
IEQ CAPITAL, LLC7,286$406K<0.01%013F-HRTimeline
Belpointe Asset Management LLC7,211$402K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$402K0.14%013F-HRTimeline
STALEY CAPITAL ADVISERS INC7,215$402K0.02%+2713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,198$401K0.01%-6313F-HRTimeline
Greenline Partners, LLC7,157$398K0.06%+2813F-HRTimeline
DBK Financial Counsel, LLC7,150$398K0.4%013F-HRTimeline
Running Point Capital Advisors, LLC7,089$395K0.14%-113F-HRTimeline
M.E. ALLISON & CO., INC.7,050$392K0.43%13F-HRTimeline
PRIVATE TRUST CO NA7,032$391K0.04%013F-HRTimeline
Valmark Advisers, Inc.6,855$382K0.01%+18413F-HRTimeline
Syverson Strege & Co6,814$379K0.13%-1313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,801$379K0.33%new13F-HRTimeline
St. Louis Trust Co6,762$376K0.05%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$376K0.08%013F-HRTimeline
Rappaport Reiches Capital Management, L…6,725$374K0.1%+2513F-HRTimeline
Rialto Wealth Management, LLC6,693$373K0.12%13F-HRTimeline
NWK Group, Inc.6,664$371K0.14%013F-HRTimeline
Verus Financial Partners, Inc.6,767$370K0.04%+413F-HRTimeline
WEDBUSH SECURITIES INC6,516$363K0.01%013F-HRTimeline
Integras Partners LLC6,512$362K0.31%13F-HRTimeline
Intrua Financial, LLC6,358$354K0.06%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,343$353K0.03%-18013F-HR/ATimeline
First Financial Group Corp6,300$351K0.39%13F-HRTimeline
BCO Wealth Management LLC6,234$347K0.29%13F-HRTimeline
PrairieView Partners, LLC6,110$340K0.04%013F-HRTimeline
Well Done, LLC6,096$339K0.06%013F-HRTimeline
Hurley Capital, LLC6,045$338K0.27%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,072$338K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,061$337K0.01%+1213F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO6,036$336K0.06%013F-HRTimeline
HANOVER ADVISORS INC5,967$332K0.14%-30013F-HRTimeline
TFB Advisors LLC5,941$331K0.09%+39713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,935$330K0.01%+1213F-HRTimelineGroup
COMERICA BANK5,932$330K<0.01%013F-HR/ATimeline
Sequent Asset Management, LLC5,932$330K0.16%013F-HRTimeline
GEM Asset Management, LLC5,925$330K0.18%+1,56213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,768$321K0.26%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,741$320K0.05%-65013F-HRTimeline
BLACK POINT WEALTH MANAGEMENT5,720$318K0.37%013F-HRTimeline
Vision Capital Management, Inc.5,699$317K0.05%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,658$315K0.09%013F-HRTimeline
Geneos Wealth Management Inc.5,640$314K0.01%013F-HRTimeline
Whalen Wealth Management Inc.5,606$312K0.22%+2113F-HRTimeline
Clearstead Advisors, LLC5,605$312K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.5,541$308K0.17%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,492$306K0.02%+2113F-HRTimeline
Kathmere Capital Management, LLC5,487$305K0.03%013F-HRTimeline
AMARILLO NATIONAL BANK5,455$304K0.06%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,454$304K0.12%-35013F-HRTimeline
Goldstein Advisors, LLC5,310$296K0.04%013F-HRTimeline
KM Capital Management Ltd.5,279$294K0.15%-1,12913F-HRTimeline
Keener Financial Planning LLC5,279$293K0.17%013F-HRTimeline
Tranquility Partners, LLC5,248$292K0.11%+34913F-HRTimeline
Accredited Investors Inc.5,236$291K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,229$291K<0.01%013F-HRTimelineGroup
Legacy Financial Advisors, Inc.5,216$290K0.05%new13F-HRTimeline
Mustard Seed Financial, LLC5,204$290K0.24%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$289K0.07%013F-HRTimeline
Triad Wealth Partners, LLC5,160$287K0.1%new13F-HRTimeline
Towneley Capital Management, Inc / DE5,156$287K0.07%+2013F-HRTimeline
SJS Investment Consulting Inc.5,117$285K0.05%013F-HRTimeline
Disciplined Investors, L.L.C.5,156$285K0.27%13F-HRTimeline
Cascade Wealth Advisors, Inc5,096$284K0.19%-1,25113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$283K0.21%-5,08213F-HRTimeline
Linscomb Wealth, Inc.5,020$279K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.4,999$278K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,924$274K0.01%+1813F-HRTimelineGroup
Foundations Investment Advisors, LLC4,882$272K0.01%-15513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,797$267K0.25%13F-HRTimeline
PFG Advisors4,767$265K0.02%-2,82213F-HRTimeline
Ellenbecker Investment Group4,732$263K0.05%+613F-HRTimeline
Clarity Capital Advisors, LLC4,697$261K0.18%+1813F-HRTimeline
Gryphon Financial Partners LLC4,686$261K0.04%-1,31913F-HRTimeline
IHT Wealth Management, LLC4,677$260K0.01%+1713F-HRTimeline
Procyon Advisors, LLC4,638$258K0.02%-42613F-HRTimeline
SilverOak Wealth Management LLC4,638$258K0.06%013F-HRTimeline
Significant Wealth Partners LLC4,611$257K0.13%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,604$256K0.01%+913F-HRTimelineGroup
Ridgewood Investments LLC4,548$253K0.12%+1213F-HRTimeline
Key Financial Inc4,521$252K0.06%013F-HRTimeline
IFP Advisors, Inc4,503$251K0.01%+313F-HRTimeline
tru Independence LLC4,503$251K0.08%+913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,483$250K0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,471$249K<0.01%013F-HRTimelineGroup
Edge Capital Group, LLC4,457$248K0.01%013F-HRTimeline
Busey Bank4,453$248K0.01%013F-HRTimeline
Chico Wealth RIA4,358$243K0.21%013F-HRTimeline
Baker Avenue Asset Management, LP4,234$236K0.01%+113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,204$234K0.01%013F-HRTimeline