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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

716 managers (717 13F filers) reported a position in DFAT shares at 2025-03-31, 154,825,232 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
716
13F filers
717
New
40
Added
289
Reduced
224
Sold out
34
Shares held by filers
154,825,232

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
COMMERCE BANKin group COMMERCE BANK15,113$778K<0.01%-23613F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC15,068$776K0.63%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,912$768K0.02%+11013F-HRTimelineGroup
Chicago Partners Investment Group LLC15,225$761K0.03%+70813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,715$757K0.07%+13013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,687$756K0.01%+11713F-HRTimelineGroup
Waverly Advisors, LLC14,669$755K0.01%+13813F-HRTimeline
Capital Investment Advisors, LLC14,631$753K0.01%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC14,295$736K0.09%+2,01913F-HRTimeline
Mission Hills Financial Advisory, LLC14,186$730K0.51%013F-HRTimeline
JFS WEALTH ADVISORS, LLC14,145$728K0.05%+413F-HRTimeline
Plante Moran Financial Advisors, LLC14,036$723K0.06%-64313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,940$718K0.28%013F-HRTimeline
Nicholas Hoffman & Company, LLC.13,735$707K0.03%-4,47613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
FinDec Wealth Services, Inc.13,733$707K0.7%-84,98113F-HRTimeline
BRIGHTON JONES LLC13,413$691K0.02%-7,38913F-HRTimeline
Murphy Pohlad Asset Management LLC13,393$690K0.29%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,385$689K0.09%-26713F-HRTimeline
Clark Asset Management, LLC13,353$688K0.12%+913F-HRTimeline
Olistico Wealth, LLC13,271$683K0.42%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,215$680K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,902$664K<0.01%+8,43113F-HRTimelineGroup
BCR Wealth Strategies, LLC12,802$659K0.29%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,739$656K0.02%013F-HRTimeline
LongView Wealth Management12,600$649K0.19%+1,00013F-HRTimeline
Keel Point, LLC12,600$649K0.05%-15,21513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,574$647K<0.01%+4,25913F-HRTimelineGroup
Vermillion Wealth Management, Inc.12,524$645K0.19%+77713F-HRTimeline
Focus Financial Network, Inc.12,413$639K0.03%+38813F-HRTimeline
Martin Worley Group12,394$638K0.36%-1,59513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …12,271$632K0.04%013F-HRTimelineGroup
Aptus Capital Advisors, LLC12,260$631K0.01%+47413F-HRTimeline
Dorsey & Whitney Trust CO LLC12,251$631K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,197$628K0.08%013F-HRTimeline
Perigon Wealth Management, LLC12,103$623K0.02%-3,73613F-HRTimeline
MGO ONE SEVEN LLC12,089$622K0.02%013F-HRTimeline
EVOKE WEALTH, LLC12,041$620K0.02%-3,50313F-HRTimeline
CENTAURUS FINANCIAL, INC.12,024$619K0.04%+1,11613F-HRTimeline
WASHINGTON TRUST Co11,993$618K0.02%013F-HRTimeline
CPA Asset Management Group, LLC11,942$615K0.27%013F-HRTimeline
NCM Capital Management, LLC11,837$610K0.27%+2813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,832$609K<0.01%-5713F-HRTimelineGroup
Janney Montgomery Scott LLC11,834$609K<0.01%013F-HRTimeline
RAM Investment Partners, LLC11,826$609K0.15%013F-HRTimeline
Axis Wealth Partners, LLC11,820$609K0.45%+3,29313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$607K0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC11,778$606K0.1%-29413F-HRTimeline
Atria Wealth Solutions, Inc.11,733$604K0.01%-4,60013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,633$599K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust11,512$593K0.08%-77313F-HRTimeline
Stone Summit Wealth LLC11,500$592K0.2%+10113F-HRTimeline
Forza Wealth Management, LLC11,435$589K0.26%013F-HRTimeline
Berkeley, Inc11,192$576K0.27%-20,73713F-HRTimeline
Mission Financial Group, LLC9,166$572K0.53%13F-HRTimeline
GenTrust, LLC11,082$571K0.03%013F-HRTimeline
Burton Enright Welch11,009$567K0.12%new13F-HRTimeline
Rollins Financial Advisors, LLC10,988$566K0.1%-98013F-HR/ATimeline
Financial Symmetry Inc10,845$558K0.34%+213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,232$556K0.03%+113F-HRTimelineGroup
Kaufman Rossin Wealth, LLC10,760$554K0.4%013F-HRTimeline
HB Wealth Management, LLC10,732$553K<0.01%-85213F-HRTimeline
Strategic Financial Services, Inc.10,714$552K0.03%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,648$548K0.08%013F-HRTimelineGroup
IEQ CAPITAL, LLC10,325$532K<0.01%+3,03913F-HRTimeline
Liberty Capital Management, Inc.10,305$531K0.12%013F-HRTimeline
Clayton Financial Group LLC10,281$529K0.19%+713F-HRTimeline
Wealth Management Strategies, Inc.10,254$528K0.35%+3013F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$524K0.09%013F-HRTimeline
Five Oceans Advisors10,182$524K0.25%-2013F-HRTimeline
CWA Asset Management Group, LLC10,134$522K0.03%013F-HRTimeline
Mullaney, Keating & Wright, Inc.10,118$521K0.35%013F-HRTimeline
Pinnacle Financial Partners Inc10,079$519K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,062$518K0.02%+2,35413F-HRTimelineGroup
Empower Advisory Group, LLC10,036$517K<0.01%-2,10313F-HRTimeline
WILLNER & HELLER, LLC10,024$516K0.48%new13F-HRTimeline
Fort Point Capital Partners LLC10,000$515K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,916$511K0.14%+3013F-HRTimeline
Arista Wealth Management, LLC9,636$496K0.12%013F-HRTimeline
Blue Trust, Inc.9,426$485K0.01%-7413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,372$483K0.01%+5,38013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,308$479K0.01%013F-HRTimeline
Valmark Advisers, Inc.9,233$475K0.01%+2,37813F-HRTimeline
Secure Asset Management, LLC9,100$469K0.09%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,053$466K<0.01%-1,02413F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT9,033$465K0.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,970$462K<0.01%-1,72513F-HRTimelineGroup
Cloud Capital Management, LLC8,940$460K0.33%13F-HRTimeline
Westmount Partners, LLC8,876$457K0.14%013F-HRTimeline
Nalls Sherbakoff Group, LLC8,765$451K0.37%13F-HRTimeline
Monument Group Wealth Advisors, LLC8,732$450K0.31%-13813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,729$449K0.01%+4,83613F-HRTimeline
Hemington Wealth Management8,700$447K0.07%-5713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,685$447K0.03%013F-HRTimeline
High Probability Advisors, LLC8,672$447K0.07%013F-HRTimeline
Sand Hill Global Advisors, LLC8,652$445K0.02%013F-HRTimeline
ALKEME WEALTH, LLC8,579$442K0.2%+2613F-HRTimeline
Greenspring Advisors, LLC8,549$440K0.1%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,545$440K<0.01%-18,16013F-HRTimelineGroup
COMERICA BANK8,539$440K<0.01%+2,60713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,528$439K0.03%+1513F-HRTimeline
Advisory Services Network, LLC8,358$430K0.01%-24413F-HRTimeline
Mesirow Financial Investment Management…8,210$423K0.01%+2313F-HRTimeline
Silver Oak Advisory Group, Inc.8,112$417K0.22%013F-HRTimeline
WMG Financial Advisors, LLC8,096$417K0.18%-25713F-HRTimeline
Triad Wealth Partners, LLC7,957$410K0.13%+2,79713F-HRTimeline
Modern Wealth Management, LLC7,940$409K0.01%+63713F-HR/ATimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,900$407K0.39%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,762$400K0.06%+3,77413F-HRTimelineGroup
Composition Wealth, LLC7,712$397K0.01%+6513F-HRTimeline
GREENLEAF TRUST7,707$397K<0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.7,654$394K0.07%+2,43813F-HRTimeline
Safeguard Financial, LLC7,593$391K0.09%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC7,591$391K0.12%013F-HRTimeline
PRIVATE TRUST CO NA7,552$389K0.04%+52013F-HRTimeline
Fortis Advisors, LLC7,501$386K0.25%-1,31813F-HRTimeline
Bordeaux Wealth Advisors LLC7,464$384K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,455$384K<0.01%-2,04613F-HRTimelineGroup
M.E. ALLISON & CO., INC.7,432$383K0.38%+38213F-HRTimeline
Geometric Wealth Advisors7,358$379K0.06%-9013F-HRTimeline
HTG Investment Advisors, Inc.7,328$377K0.16%013F-HRTimeline
STALEY CAPITAL ADVISERS INC7,237$373K0.02%+2213F-HRTimeline
Belpointe Asset Management LLC7,211$371K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$371K0.08%013F-HRTimeline
Wedmont Private Capital7,916$370K0.02%-3,70813F-HRTimeline
Greenline Partners, LLC5,779$370K0.06%-1,37813F-HRTimeline
Wick Capital Partners, LLC7,174$369K0.11%new13F-HRTimeline
Well Done, LLC6,623$369K0.07%+52713F-HRTimeline
DBK Financial Counsel, LLC7,150$368K0.37%013F-HRTimeline
Running Point Capital Advisors, LLC7,089$365K0.12%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,090$362K<0.01%+53613F-HRTimelineGroup
InTrack Investment Management Inc6,986$360K0.33%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,947$358K0.3%+14613F-HRTimeline
Callan Capital, LLC6,867$354K0.03%new13F-HRTimeline
Private Wealth Asset Management, LLC6,825$351K0.05%13F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$350K0.02%+1,80013F-HRTimeline
St. Louis Trust Co6,762$348K0.05%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$347K0.07%013F-HRTimeline
Rappaport Reiches Capital Management, L…6,746$347K0.09%+2113F-HRTimeline
NWK Group, Inc.6,664$343K0.16%013F-HRTimeline
Integrated Advisors Network LLC6,586$339K0.02%-4,13413F-HRTimeline
WEDBUSH SECURITIES INC6,516$336K0.01%013F-HRTimeline
Integras Partners LLC6,512$335K0.3%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,481$334K0.08%new13F-HRTimeline
Hurley Capital, LLC6,449$332K0.25%+40413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,348$328K0.03%+513F-HRTimeline
Intrua Financial, LLC6,358$327K0.05%013F-HRTimeline
Brookwood Investment Group LLC6,337$326K0.06%13F-HRTimeline
First Financial Group Corp6,300$324K0.37%013F-HRTimeline
BCO Wealth Management LLC6,290$324K0.25%+5613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,207$320K0.01%+13513F-HRTimeline
AWM CAPITAL, LLC6,135$316K0.04%-1,16713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,131$316K0.01%new13F-HRTimelineGroup
PrairieView Partners, LLC6,090$313K0.03%-2013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,071$313K0.01%+1013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC6,058$312K0.08%+40013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,036$311K0.06%013F-HRTimeline
Rialto Wealth Management, LLC6,004$309K0.1%-68913F-HRTimeline
Nautilus Advisors LLC5,995$309K0.25%new13F-HRTimeline
GEM Asset Management, LLC5,939$307K0.17%+1413F-HRTimeline
Sequent Asset Management, LLC5,932$305K0.17%013F-HRTimeline
Syverson Strege & Co5,841$301K0.1%-97313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,775$297K0.25%+713F-HRTimeline
TFB Advisors LLC5,745$296K0.09%-19613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$295K0.02%new13F-HRTimeline
Verus Financial Partners, Inc.6,251$294K0.03%-51613F-HRTimeline
Vision Capital Management, Inc.5,699$293K0.04%013F-HRTimeline
CGN Advisors LLC5,661$291K0.03%new13F-HRTimeline
Whalen Wealth Management Inc.5,623$290K0.19%+1713F-HRTimeline
Clearstead Advisors, LLC5,605$289K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,589$288K0.05%-15213F-HRTimeline
Yoder Wealth Management, Inc.5,541$285K0.16%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,509$284K0.02%+1713F-HRTimeline
Kathmere Capital Management, LLC5,487$283K0.02%013F-HRTimeline
AMARILLO NATIONAL BANK5,455$281K0.05%013F-HRTimeline
BIP Wealth, LLC5,424$279K0.02%+1,73713F-HRTimeline
Tranquility Partners, LLC5,422$279K0.11%+17413F-HRTimeline
HANOVER ADVISORS INC5,367$276K0.12%-60013F-HRTimeline
Goldstein Advisors, LLC5,310$273K0.04%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,299$273K0.01%-63613F-HRTimelineGroup
Keener Financial Planning LLC5,279$271K0.18%013F-HRTimeline
SJS Investment Consulting Inc.5,257$271K0.05%+14013F-HRTimeline
Accredited Investors Inc.5,236$270K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,229$269K<0.01%013F-HRTimelineGroup
Mustard Seed Financial, LLC5,204$268K0.22%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$267K0.07%013F-HRTimeline
Towneley Capital Management, Inc / DE5,172$266K0.06%+1613F-HRTimeline
Disciplined Investors, L.L.C.5,163$266K0.24%+713F-HRTimeline
PFG Advisors5,161$266K0.01%+39413F-HRTimeline
SIGNATUREFD, LLC5,090$262K<0.01%-2,86813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$262K0.2%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,049$260K<0.01%+89913F-HRTimelineGroup
Linscomb Wealth, Inc.5,020$258K0.01%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,970$256K0.1%-48413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,939$254K0.01%+1513F-HRTimelineGroup
D'Orazio & Associates, Inc.4,937$254K0.04%+95413F-HRTimeline
Chico Wealth RIA4,931$254K0.22%+57313F-HRTimeline
IFP Advisors, Inc4,917$253K0.01%+41413F-HRTimeline
Foundations Investment Advisors, LLC4,847$250K<0.01%-3513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,811$248K0.22%+1413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,811$248K<0.01%new13F-HRTimelineGroup