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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

731 managers (733 13F filers) reported a position in DFAT shares at 2025-09-30, 151,707,444 shares in all. 46 filers opened a position and 25 filers sold out during the quarter.

Managers
731
13F filers
733
New
46
Added
280
Reduced
245
Sold out
25
Shares held by filers
151,707,444

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vermillion Wealth Management, Inc.14,933$869K0.23%+98013F-HRTimeline
Global Retirement Partners, LLC14,781$860K0.02%+10,18813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,746$858K0.06%-22713F-HRTimeline
Stone Summit Wealth LLC14,534$846K0.24%-28113F-HRTimeline
Falcon Wealth Planning14,516$845K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC14,389$838K0.3%-18813F-HRTimeline
Plante Moran Financial Advisors, LLC14,349$835K0.05%+213F-HRTimeline
LongView Wealth Management14,100$821K0.22%+1,20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,997$815K<0.01%+5,18213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC13,982$814K0.05%-3913F-HRTimeline
Pinnacle Bancorp, Inc.13,902$809K0.24%-1,44213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,790$803K0.02%-1,94213F-HRTimelineGroup
American Capital Advisory, LLC13,651$795K0.37%+59013F-HRTimeline
180 WEALTH ADVISORS, LLC13,597$792K0.1%+48513F-HRTimeline
CENTAURUS FINANCIAL, INC.13,544$788K0.04%+67613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,385$779K0.09%013F-HRTimeline
Safeguard Investment Advisory Group, LLC13,249$771K0.19%-3,78413F-HRTimeline
Berger Financial Group, Inc13,243$771K0.05%013F-HRTimeline
Legacy Financial Advisors, Inc.13,238$771K0.11%+4,68913F-HRTimeline
Olistico Wealth, LLC13,221$770K0.41%013F-HRTimeline
Waverly Advisors, LLC12,889$750K0.01%-1,48913F-HRTimeline
BCR Wealth Strategies, LLC12,802$745K0.26%013F-HRTimeline
Focus Financial Network, Inc.12,775$744K0.03%+55713F-HRTimeline
Keel Point, LLC12,647$736K0.05%+2413F-HRTimeline
SIMON QUICK ADVISORS, LLC12,569$732K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,508$728K<0.01%-28313F-HRTimelineGroup
WILLNER & HELLER, LLC12,343$718K0.55%+8413F-HRTimeline
Discipline Wealth Solutions, LLC12,314$717K0.19%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC12,251$713K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,186$709K0.07%013F-HRTimeline
Perigon Wealth Management, LLC12,104$705K0.01%+113F-HRTimeline
MGO ONE SEVEN LLC12,089$704K0.02%013F-HRTimeline
Nautilus Advisors LLC12,079$703K0.47%+1,25913F-HRTimeline
EVOKE WEALTH, LLC12,041$701K0.01%013F-HRTimeline
WASHINGTON TRUST Co11,993$698K0.02%013F-HRTimeline
CPA Asset Management Group, LLC11,942$695K0.27%013F-HRTimeline
Financial Symmetry Inc11,852$690K0.31%+86613F-HRTimeline
Running Point Capital Advisors, LLC11,844$689K0.18%+4,75513F-HRTimeline
Janney Montgomery Scott LLC11,834$689K<0.01%013F-HRTimeline
RAM Investment Partners, LLC11,826$688K0.13%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$686K0.01%013F-HRTimeline
NCM Capital Management, LLC11,674$680K0.26%+4413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,637$677K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC11,602$675K0.01%+9713F-HRTimeline
Parkside Financial Bank & Trust11,508$670K0.05%+113F-HRTimeline
Forza Wealth Management, LLC11,435$666K0.25%013F-HRTimeline
GenTrust, LLC11,082$645K0.03%013F-HRTimeline
IEQ CAPITAL, LLC11,056$644K<0.01%+31413F-HRTimeline
Beacon Financial Advisory LLC11,050$643K0.15%+98813F-HRTimeline
Five Oceans Advisors11,049$643K0.24%+1,46213F-HRTimeline
Fortress Wealth Management, Inc.10,892$634K0.28%-4,59313F-HRTimeline
Nicholas Hoffman & Company, LLC.10,796$628K0.02%-3,04913F-HRTimeline
Kaufman Rossin Wealth, LLC10,760$626K0.34%013F-HRTimeline
Strategic Financial Services, Inc.10,658$620K0.03%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp10,648$620K0.07%013F-HRTimelineGroup
Cascade Wealth Advisors, Inc10,735$616K0.3%-9513F-HRTimeline
Wealth Management Strategies, Inc.10,343$602K0.3%+4613F-HRTimeline
Liberty Capital Management, Inc.10,305$600K0.11%013F-HRTimeline
BRIGHTON JONES LLC10,221$595K0.01%-3413F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$593K0.08%013F-HRTimeline
MASECO LLP10,171$592K0.03%+79513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,141$590K<0.01%-4,28013F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.10,118$589K0.33%013F-HRTimeline
Pinnacle Financial Partners Inc10,079$587K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …10,036$584K<0.01%013F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC10,008$583K0.15%+4713F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,985$581K0.02%-89713F-HRTimeline
Berkeley, Inc9,758$568K0.18%-1,26113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,736$567K0.01%+29713F-HRTimeline
Arista Wealth Management, LLC9,636$561K0.07%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,592$558K<0.01%-50313F-HRTimelineGroup
Triad Wealth Partners, LLC9,503$553K0.07%-44013F-HRTimeline
CWA Asset Management Group, LLC9,470$551K0.02%-47413F-HRTimeline
B&D White Capital Company, LLC9,428$549K0.07%013F-HRTimeline
Blue Trust, Inc.9,426$549K0.01%013F-HRTimeline
Mesirow Financial Investment Management…9,367$545K0.01%-11113F-HRTimeline
AlphaCore Capital LLC9,338$544K0.02%+1,15613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC9,305$542K0.06%+2113F-HRTimeline
Secure Asset Management, LLC9,100$532K0.09%013F-HRTimeline
Rollins Financial Advisors, LLC9,127$531K0.08%+513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,033$526K0.1%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,120$520K0.02%-25013F-HRTimelineGroup
Westmount Partners, LLC8,876$519K0.13%013F-HRTimeline
Geneos Wealth Management Inc.8,789$512K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,757$510K0.01%+24513F-HRTimelineGroup
Hemington Wealth Management8,700$506K0.07%013F-HRTimeline
High Probability Advisors, LLC8,672$505K0.07%013F-HRTimeline
ALKEME WEALTH, LLC8,660$504K0.22%+4113F-HRTimeline
Sand Hill Global Advisors, LLC8,652$504K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC8,647$503K0.34%-12613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,573$499K0.03%+2313F-HRTimeline
Greenspring Advisors, LLC8,549$498K0.09%13F-HRTimeline
Monument Group Wealth Advisors, LLC8,467$493K0.29%-26313F-HRTimeline
Intrua Financial, LLC8,458$492K0.06%+2,10013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,431$491K<0.01%-4,47113F-HRTimelineGroup
Kathmere Capital Management, LLC8,420$490K0.03%-18813F-HRTimeline
Laird Norton Wetherby Wealth Management…8,317$484K0.02%013F-HRTimeline
Cypress Point Wealth Management, LLC8,316$484K0.1%-1,83313F-HRTimeline
MONTAG A & ASSOCIATES INC8,103$472K0.02%013F-HRTimeline
CVA Family Office, LLC7,982$465K0.06%+6,48713F-HRTimeline
Modern Wealth Management, LLC7,967$464K0.01%+2713F-HRTimeline
Foundations Investment Advisors, LLC7,961$463K0.01%+3,07813F-HRTimeline
Clayton Financial Group LLC7,939$462K0.34%013F-HRTimeline
Wedmont Private Capital7,755$450K0.02%-1,35813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,724$450K<0.01%-1,32913F-HRTimelineGroup
Composition Wealth, LLC7,714$449K0.01%-5313F-HRTimeline
PRIVATE TRUST CO NA7,548$439K0.04%+21513F-HRTimeline
Ridgewood Investments LLC7,469$435K0.18%+2013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC7,461$434K0.11%-13013F-HRTimeline
M.E. ALLISON & CO., INC.7,439$433K0.3%+313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,426$432K0.06%-33613F-HRTimelineGroup
Advisory Services Network, LLC7,393$430K0.01%+34013F-HRTimeline
CORTLAND ASSOCIATES INC/MO7,395$430K0.05%new13F-HRTimeline
Geometric Wealth Advisors7,358$428K0.06%013F-HRTimeline
STALEY CAPITAL ADVISERS INC7,305$425K0.02%+3413F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,242$422K0.33%-65813F-HRTimeline
NWK Group, Inc.7,232$421K0.14%+56813F-HRTimeline
Greenline Partners, LLC7,227$421K0.05%+2,15413F-HRTimeline
Belpointe Asset Management LLC7,211$420K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$420K0.07%013F-HRTimeline
Wick Capital Partners, LLC7,174$418K0.1%+2,78413F-HRTimeline
DBK Financial Counsel, LLC7,150$416K0.35%013F-HRTimeline
COMERICA BANK7,081$412K<0.01%-1,20813F-HRTimeline
Parkside Investments, LLC6,881$401K0.05%new13F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$396K0.02%013F-HRTimeline
St. Louis Trust Co6,762$394K0.05%013F-HRTimeline
Accurate Wealth Management, LLC6,817$393K0.05%+1,83913F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$393K0.08%013F-HRTimeline
Murphy Pohlad Asset Management LLC6,693$390K0.15%013F-HRTimeline
Integrated Advisors Network LLC6,661$388K0.02%-18413F-HRTimeline
Well Done, LLC6,623$386K0.07%013F-HRTimeline
WMG Financial Advisors, LLC6,518$379K0.13%-17113F-HRTimeline
WEDBUSH SECURITIES INC6,516$379K0.01%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,481$377K0.07%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,479$377K0.06%+44313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,406$373K<0.01%-9913F-HRTimelineGroup
Integras Partners LLC6,342$369K0.3%new13F-HRTimeline
Fortis Advisors, LLC6,335$369K0.21%+3013F-HRTimeline
Rialto Wealth Management, LLC6,322$368K0.09%+1313F-HRTimeline
First Financial Group Corp6,300$367K0.32%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,281$366K<0.01%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,263$365K0.27%-68413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,261$364K0.02%-3513F-HRTimeline
BCO Wealth Management LLC6,213$362K0.24%-5613F-HRTimeline
HTG Investment Advisors, Inc.6,153$358K0.12%-1,17513F-HRTimeline
Hartmann Taylor Wealth Management, LLC6,116$356K0.26%+80013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,079$354K0.01%+1513F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC6,058$353K0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,040$352K0.01%-2,33413F-HRTimelineGroup
Sequent Asset Management, LLC5,932$345K0.16%013F-HRTimeline
Wealth Advisors Northwest LLC5,892$343K0.17%-81013F-HRTimeline
Syverson Strege & Co5,889$343K0.08%+2413F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,814$338K0.23%+713F-HRTimeline
Valmark Advisers, Inc.5,744$334K<0.01%+19213F-HRTimeline
Tranquility Partners, LLC5,722$333K0.11%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$333K0.02%013F-HRTimeline
Vision Capital Management, Inc.5,699$332K0.04%013F-HRTimeline
Verus Financial Partners, Inc.5,681$331K0.03%-57213F-HRTimeline
Whalen Wealth Management Inc.5,676$330K0.19%+2713F-HRTimeline
HANOVER ADVISORS INC5,604$326K0.13%+34713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,589$325K0.05%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,567$324K<0.01%+1813F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC5,560$324K0.02%+2613F-HRTimeline
Yoder Wealth Management, Inc.5,541$323K0.15%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,506$320K0.02%-40013F-HRTimeline
PINNACLE ASSOCIATES LTD5,484$319K<0.01%new13F-HRTimeline
AMARILLO NATIONAL BANK5,455$318K0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,454$317K0.02%new13F-HRTimeline
PFG Advisors5,363$312K0.01%+12713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,349$311K0.08%-1,68013F-HRTimeline
Cloud Capital Management, LLC5,340$310K0.16%+7913F-HRTimeline
Goldstein Advisors, LLC5,310$309K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,300$309K0.01%-3,90813F-HR/ATimeline
Keener Financial Planning LLC5,279$307K0.14%013F-HRTimeline
FinDec Wealth Services, Inc.5,265$306K0.32%-1,29813F-HRTimeline
Vise Technologies, Inc.5,258$306K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,227$304K<0.01%013F-HRTimelineGroup
Towneley Capital Management, Inc / DE5,220$304K0.07%+2513F-HRTimeline
Mustard Seed Financial, LLC5,204$303K0.19%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$302K0.06%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$296K0.19%013F-HRTimeline
Brookwood Investment Group LLC5,072$295K0.04%+20013F-HRTimeline
CGN Advisors LLC5,069$295K0.02%013F-HRTimeline
Linscomb Wealth, Inc.5,020$292K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,990$290K<0.01%+14213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,985$290K-1,262Timeline
Vertex Planning Partners, LLC4,951$288K0.06%+34913F-HRTimeline
VestGen Advisors, LLC4,942$288K0.01%new13F-HRTimeline
Chico Wealth RIA4,931$287K0.2%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,856$283K0.21%+2313F-HRTimeline
Disciplined Investors, L.L.C.4,826$281K0.2%-34813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,811$280K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC4,733$276K0.01%+2113F-HRTimeline
Clarity Capital Advisors, LLC4,697$273K0.15%013F-HRTimeline
Gryphon Financial Partners LLC4,686$273K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,638$270K<0.01%+1313F-HRTimelineGroup
Significant Wealth Partners LLC4,611$268K0.13%013F-HRTimeline
Fiduciary Alliance LLC4,581$267K0.02%-74213F-HRTimeline
Ellenbecker Investment Group4,564$266K0.04%+913F-HRTimeline
TWO SIGMA SECURITIES, LLC4,552$265K0.04%-56513F-HRTimeline