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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

717 managers (720 13F filers) reported a position in DFAT shares at 2025-06-30, 157,266,905 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
717
13F filers
720
New
39
Added
268
Reduced
251
Sold out
33
Shares held by filers
157,266,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Waverly Advisors, LLC14,378$776K0.01%-29113F-HRTimeline
Plante Moran Financial Advisors, LLC14,347$774K0.05%+31113F-HRTimeline
Legacy Capital Wealth Partners, LLC14,222$767K0.17%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC14,021$757K0.05%-12413F-HRTimeline
Vermillion Wealth Management, Inc.13,953$753K0.36%+1,42913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC13,940$752K0.27%013F-HRTimeline
Nicholas Hoffman & Company, LLC.13,845$747K0.02%+11013F-HRTimeline
Axis Wealth Partners, LLC13,822$746K0.49%+2,00213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,385$722K0.09%013F-HRTimeline
Berger Financial Group, Inc13,243$715K0.05%-8,97813F-HRTimeline
Olistico Wealth, LLC13,221$713K0.4%-5013F-HRTimeline
180 WEALTH ADVISORS, LLC13,112$708K0.1%+1,33413F-HRTimeline
American Capital Advisory, LLC13,061$705K0.35%-3,24813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,020$703K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,902$696K<0.01%013F-HRTimelineGroup
LongView Wealth Management12,900$696K0.21%+30013F-HRTimeline
CENTAURUS FINANCIAL, INC.12,868$694K0.04%+84413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,791$690K<0.01%-2,32213F-HRTimelineGroup
BCR Wealth Strategies, LLC12,802$690K0.27%013F-HRTimeline
Keel Point, LLC12,623$681K0.05%+2313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …12,271$662K0.04%013F-HRTimelineGroup
WILLNER & HELLER, LLC12,259$661K0.56%+2,23513F-HRTimeline
Dorsey & Whitney Trust CO LLC12,251$661K0.03%013F-HRTimeline
Focus Financial Network, Inc.12,218$659K0.03%-19513F-HRTimeline
Institute for Wealth Management, LLC.12,186$658K0.07%-1113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,131$655K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC12,103$653K0.02%013F-HRTimeline
MGO ONE SEVEN LLC12,089$652K0.02%013F-HRTimeline
EVOKE WEALTH, LLC12,041$650K0.02%013F-HRTimeline
WASHINGTON TRUST Co11,993$647K0.02%013F-HRTimeline
CPA Asset Management Group, LLC11,942$644K0.27%013F-HRTimeline
Janney Montgomery Scott LLC11,834$639K<0.01%013F-HRTimeline
RAM Investment Partners, LLC11,826$638K0.13%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$636K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,637$628K<0.01%+2,66713F-HRTimelineGroup
NCM Capital Management, LLC11,630$628K0.26%-20713F-HRTimeline
Martin Worley Group11,612$627K0.31%-78213F-HRTimeline
Parkside Financial Bank & Trust11,507$621K0.07%-513F-HRTimeline
Aptus Capital Advisors, LLC11,505$621K0.01%-75513F-HRTimeline
Forza Wealth Management, LLC11,435$617K0.25%013F-HRTimeline
CENTRAL TRUST Co11,140$601K0.01%+9,35813F-HRTimeline
GenTrust, LLC11,082$598K0.03%013F-HRTimeline
Berkeley, Inc11,019$595K0.21%-17313F-HRTimeline
Financial Symmetry Inc10,986$593K0.31%+14113F-HRTimeline
Cascade Wealth Advisors, Inc10,830$591K0.33%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,882$587K0.02%-1,85713F-HRTimeline
Nautilus Advisors LLC10,820$584K0.43%+4,82513F-HRTimeline
Kaufman Rossin Wealth, LLC10,760$581K0.37%013F-HRTimeline
IEQ CAPITAL, LLC10,742$580K<0.01%+41713F-HRTimeline
Strategic Financial Services, Inc.10,658$575K0.03%-5613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,648$575K0.07%013F-HRTimelineGroup
HB Wealth Management, LLC10,545$569K<0.01%-18713F-HRTimeline
Atria Wealth Solutions, Inc.10,124$557K0.01%-1,60913F-HRTimeline
Liberty Capital Management, Inc.10,305$556K0.11%013F-HRTimeline
Wealth Management Strategies, Inc.10,297$556K0.3%+4313F-HRTimeline
BRIGHTON JONES LLC10,255$553K0.01%-3,15813F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$549K0.08%013F-HRTimeline
Cypress Point Wealth Management, LLC10,149$548K0.13%-9,79213F-HRTimeline
Mullaney, Keating & Wright, Inc.10,118$546K0.36%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,095$545K<0.01%-1,73713F-HRTimelineGroup
Pinnacle Financial Partners Inc10,079$544K0.01%013F-HRTimeline
Beacon Financial Advisory LLC10,062$543K0.14%+5,34313F-HRTimeline
Empower Advisory Group, LLC10,036$542K<0.01%013F-HRTimeline
Fort Point Capital Partners LLC10,000$540K0.05%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,961$537K0.14%+4513F-HRTimeline
CWA Asset Management Group, LLC9,944$537K0.02%-19013F-HRTimeline
Triad Wealth Partners, LLC9,943$537K0.11%+1,98613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,370$526K0.02%-1,86213F-HRTimelineGroup
Arista Wealth Management, LLC9,636$520K0.07%013F-HRTimeline
Five Oceans Advisors9,587$517K0.22%-59513F-HRTimeline
Wedmont Private Capital9,113$512K0.02%+1,19713F-HRTimeline
Mesirow Financial Investment Management…9,478$511K0.01%+1,26813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,439$509K0.01%+3,23213F-HRTimeline
B&D White Capital Company, LLC9,428$509K0.08%new13F-HRTimeline
Blue Trust, Inc.9,426$509K0.01%013F-HRTimeline
MASECO LLP9,376$506K0.02%13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC9,284$501K0.06%-5,01113F-HRTimeline
Wilmington Savings Fund Society, FSB9,208$497K0.01%-10013F-HRTimeline
Rollins Financial Advisors, LLC9,122$492K0.08%-1,86613F-HRTimeline
Secure Asset Management, LLC9,100$491K0.09%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,053$488K<0.01%013F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT9,033$487K0.09%013F-HRTimeline
Westmount Partners, LLC8,876$479K0.13%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,815$476K<0.01%+27013F-HRTimelineGroup
Geneos Wealth Management Inc.8,789$474K0.01%-9,87313F-HRTimeline
Nalls Sherbakoff Group, LLC8,773$473K0.34%+813F-HRTimeline
Monument Group Wealth Advisors, LLC8,730$471K0.3%-213F-HRTimeline
Hemington Wealth Management8,700$469K0.07%013F-HRTimeline
High Probability Advisors, LLC8,672$468K0.07%013F-HRTimeline
Sand Hill Global Advisors, LLC8,652$467K0.02%013F-HRTimeline
ALKEME WEALTH, LLC8,619$465K0.21%+4013F-HRTimeline
Kathmere Capital Management, LLC8,608$464K0.04%+3,12113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,550$461K0.03%+2213F-HRTimeline
Legacy Financial Advisors, Inc.8,549$461K0.07%+89513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,512$459K0.01%-86013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,374$452K0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…8,317$449K0.02%13F-HRTimeline
COMERICA BANK8,289$447K<0.01%-25013F-HRTimeline
AlphaCore Capital LLC8,182$442K0.02%+5,71713F-HRTimeline
MONTAG A & ASSOCIATES INC8,103$437K0.02%-21,74613F-HRTimeline
Modern Wealth Management, LLC7,940$428K0.01%013F-HR/ATimeline
Clayton Financial Group LLC7,939$428K0.51%-2,34213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,900$426K0.37%013F-HRTimeline
Composition Wealth, LLC7,767$419K0.01%+5513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,762$419K0.06%013F-HRTimelineGroup
GREENLEAF TRUST7,707$416K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC7,591$410K0.11%013F-HRTimeline
Ridgewood Investments LLC7,449$402K0.17%+2,89213F-HRTimeline
M.E. ALLISON & CO., INC.7,436$401K0.32%+413F-HRTimeline
Geometric Wealth Advisors7,358$397K0.06%013F-HRTimeline
PRIVATE TRUST CO NA7,333$396K0.04%-21913F-HRTimeline
HTG Investment Advisors, Inc.7,328$395K0.15%013F-HRTimeline
STALEY CAPITAL ADVISERS INC7,271$392K0.02%+3413F-HRTimeline
Destination Wealth Management7,261$392K0.01%new13F-HRTimeline
Belpointe Asset Management LLC7,211$389K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$389K0.07%013F-HRTimeline
Wick Capital Partners, LLC4,390$387K0.1%-2,78413F-HRTimeline
DBK Financial Counsel, LLC7,150$386K0.35%013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,122$384K0.04%-48,73513F-HRTimeline
Advisory Services Network, LLC7,053$384K0.01%-1,30513F-HRTimeline
Running Point Capital Advisors, LLC7,089$383K0.11%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,029$379K0.11%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,947$375K0.3%013F-HRTimeline
Integrated Advisors Network LLC6,845$369K0.02%+25913F-HRTimeline
IFP Advisors, Inc6,840$369K0.01%+1,92313F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$367K0.02%013F-HRTimeline
St. Louis Trust Co6,762$365K0.05%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$364K0.08%013F-HRTimeline
Wealth Advisors Northwest LLC6,702$362K0.19%new13F-HRTimeline
Murphy Pohlad Asset Management LLC6,693$361K0.15%-6,70013F-HRTimeline
WMG Financial Advisors, LLC6,689$361K0.13%-1,40713F-HRTimeline
NWK Group, Inc.6,664$360K0.13%013F-HRTimeline
Well Done, LLC6,623$357K0.07%013F-HRTimeline
FinDec Wealth Services, Inc.6,563$354K0.37%-7,17013F-HRTimeline
WEDBUSH SECURITIES INC6,516$352K0.01%013F-HRTimeline
Verus Financial Partners, Inc.6,253$352K0.04%+213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,505$351K<0.01%-95013F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC6,481$350K0.08%013F-HRTimeline
Vawter Financial, Ltd.6,451$348K3.93%-151,09013F-HR/ATimeline
Intrua Financial, LLC6,358$343K0.05%013F-HRTimeline
Rialto Wealth Management, LLC6,309$340K0.1%+30513F-HRTimeline
Fortis Advisors, LLC6,305$340K0.22%-1,19613F-HRTimeline
First Financial Group Corp6,300$340K0.33%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,296$340K0.02%-5213F-HR/ATimeline
BCO Wealth Management LLC6,269$338K0.24%-2113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,247$337K+1,308Timeline
MITCHELL CAPITAL MANAGEMENT CO6,036$334K0.06%013F-HRTimeline
PrairieView Partners, LLC6,090$328K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,064$327K0.01%-713F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC6,058$327K0.08%013F-HRTimeline
Sequent Asset Management, LLC5,932$320K0.26%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,906$318K0.02%-2,77913F-HRTimeline
Syverson Strege & Co5,865$316K0.07%+2413F-HRTimeline
Cambria Investment Management, L.P.5,844$315K0.02%new13F-HRTimeline
Empowered Funds, LLC5,844$315K<0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,807$313K0.24%+3213F-HRTimeline
Tranquility Partners, LLC5,722$309K0.11%+30013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$309K0.02%013F-HRTimeline
Vision Capital Management, Inc.5,699$308K0.04%013F-HRTimeline
Whalen Wealth Management Inc.5,649$305K0.19%+2613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,634$304K0.01%-10,36513F-HRTimelineGroup
Clearstead Advisors, LLC5,605$302K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,589$302K0.05%013F-HRTimeline
Valmark Advisers, Inc.5,552$300K<0.01%-3,68113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,549$299K<0.01%+25013F-HRTimelineGroup
Yoder Wealth Management, Inc.5,541$299K0.16%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,541$299K0.06%+1,98513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,534$299K0.02%+2513F-HRTimeline
AMARILLO NATIONAL BANK5,455$294K0.05%013F-HRTimeline
Fiduciary Alliance LLC5,323$287K0.02%new13F-HRTimeline
Hartmann Taylor Wealth Management, LLC5,316$287K0.24%+1,40013F-HRTimeline
Goldstein Advisors, LLC5,310$287K0.04%013F-HRTimeline
TFB Advisors LLC5,288$285K0.07%-45713F-HRTimeline
Keener Financial Planning LLC5,279$284K0.14%013F-HRTimeline
Cloud Capital Management, LLC5,261$284K0.18%-3,67913F-HRTimeline
HANOVER ADVISORS INC5,257$284K0.12%-11013F-HRTimeline
Accredited Investors Inc.5,236$283K0.02%013F-HRTimeline
PFG Advisors5,236$283K0.01%+7513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,227$282K<0.01%-213F-HRTimelineGroup
Accurate Wealth Management, LLC4,978$282K0.04%new13F-HRTimeline
Mustard Seed Financial, LLC5,204$281K0.2%013F-HRTimeline
Towneley Capital Management, Inc / DE5,195$280K0.06%+2313F-HRTimeline
PEAVINE CAPITAL, LLC5,188$280K0.07%013F-HRTimeline
Disciplined Investors, L.L.C.5,174$279K0.22%+1113F-HRTimeline
TWO SIGMA SECURITIES, LLC5,117$276K0.03%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$274K0.19%013F-HRTimeline
Greenline Partners, LLC5,073$274K0.04%-70613F-HRTimeline
CGN Advisors LLC5,069$274K0.02%-59213F-HRTimeline
Linscomb Wealth, Inc.5,020$271K0.01%013F-HRTimeline
Chico Wealth RIA4,931$266K0.21%013F-HRTimeline
SJS Investment Consulting Inc.4,907$265K0.04%-35013F-HRTimeline
Foundations Investment Advisors, LLC4,883$263K<0.01%+3613F-HRTimeline
Brookwood Investment Group LLC4,872$263K0.04%-1,46513F-HRTimeline
BLAIR WILLIAM & CO/IL4,848$262K<0.01%+80513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,833$261K0.22%+2213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,811$260K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC4,712$254K0.01%+2113F-HRTimeline
Clarity Capital Advisors, LLC4,697$253K0.15%013F-HRTimeline
Gryphon Financial Partners LLC4,686$253K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,625$250K<0.01%+1213F-HRTimelineGroup