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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

816 managers (822 13F filers) reported a position in DFAT shares at 2026-03-31, 166,259,464 shares in all. 55 filers opened a position and 26 filers sold out during the quarter.

Managers
816
13F filers
822
New
55
Added
301
Reduced
268
Sold out
26
Shares held by filers
166,259,464

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Measured Wealth Private Client Group, L…20,338$1.27M0.35%-21713F-HRTimeline
L.K. Benson & Company, P.C.20,289$1.27M0.42%+5313F-HRTimeline
Silver Oak Advisory Group, Inc.20,172$1.26M0.54%-5113F-HRTimeline
HARBOUR INVESTMENTS, INC.20,039$1.25M0.02%+12,10313F-HRTimeline
Black Swift Group, LLC20,000$1.25M0.22%013F-HRTimeline
Intergy Private Wealth, LLC19,868$1.24M0.36%013F-HRTimeline
Savvy Advisors, Inc.19,771$1.23M0.03%+6,55413F-HRTimeline
IHT Wealth Management, LLC19,425$1.21M0.03%+4,71413F-HRTimeline
180 WEALTH ADVISORS, LLC19,163$1.2M0.14%+5,64113F-HRTimeline
Partners in Financial Planning19,138$1.2M0.2%+3113F-HRTimeline
Integrity Wealth Solutions LLC19,137$1.2M0.47%013F-HRTimeline
McGrath & Associates, Inc.18,970$1.18M1.74%-113F-HRTimeline
WILLNER & HELLER, LLC18,869$1.18M0.88%+1,13313F-HRTimeline
Petersen Hastings Wealth Advisors Inc.18,685$1.17M0.11%-10813F-HRTimeline
Vannoy Advisory Group, Inc.18,332$1.14M0.72%-3913F-HRTimeline
Peirce Capital Management, LLC18,294$1.14M0.45%-37613F-HRTimeline
Clear Creek Financial Management, LLC18,133$1.13M0.09%+79513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,087$1.13M-417Timeline
RENAISSANCE TECHNOLOGIES LLC17,900$1.12M<0.01%new13F-HRTimeline
BetterWealth, LLC17,746$1.11M0.22%-60213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,620$1.1M<0.01%+6,94613F-HRTimelineGroup
Axis Wealth Partners, LLC17,501$1.09M0.58%+49713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,471$1.09M0.51%-3213F-HRTimeline
Aurelius Family Office LLC17,369$1.08M0.47%-85713F-HRTimeline
Wedmont Private Capital16,672$1.08M0.03%+8,90913F-HRTimeline
Summit Financial, LLC17,186$1.07M0.01%+13,27213F-HRTimeline
MB Generational Wealth, LLC17,130$1.07M0.59%-27513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$1.05M0.13%013F-HRTimeline
Orion Porfolio Solutions, LLC16,808$1.05M0.01%-61,58813F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,772$1.05M0.37%+45213F-HRTimeline
CENTRAL TRUST Co16,576$1.04M0.02%-2,01013F-HRTimeline
Warwick Investment Management, Inc.16,281$1.02M0.15%+5413F-HRTimeline
CENTAURUS FINANCIAL, INC.16,182$1.01M0.05%+1,78013F-HRTimeline
Roundview Capital LLC16,169$1.01M0.06%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$1M0.06%013F-HRTimeline
Rialto Wealth Management, LLC15,928$995K0.22%+9,59313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$988K<0.01%013F-HRTimelineGroup
&PARTNERS15,701$981K<0.01%+2,23313F-HRTimeline
rebel Financial LLC15,618$975K0.42%-13813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,551$971K0.02%-1,49913F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC15,364$959K0.42%+5,56513F-HR/ATimeline
Eaton Financial Holdings Company, LLC15,360$959K0.31%-60113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,097$943K<0.01%+10,25313F-HR/ATimelineGroup
Beacon Financial Advisory LLC15,001$937K0.21%+3,09813F-HRTimeline
Capital Investment Advisors, LLC14,867$928K0.01%-15613F-HR/ATimeline
Nautilus Advisors LLC14,846$927K0.64%+1,18413F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …14,720$919K0.64%-28,11613F-HRTimelineGroup
Falcon Wealth Planning14,516$907K0.06%013F-HRTimeline
Concentrum Wealth Management14,468$904K0.27%-1,62813F-HRTimeline
Forza Wealth Management, LLC14,435$901K0.31%+3,20013F-HRTimeline
Prudent Man Investment Management, Inc.15,130$901K0.3%013F-HRTimeline
Dakota Wealth Management14,178$885K0.02%-1,29713F-HR/ATimeline
Chicago Partners Investment Group LLC13,286$882K0.02%-53513F-HRTimeline
CVA Family Office, LLC14,113$881K0.09%013F-HRTimeline
Keebeck Wealth Management14,040$877K0.1%013F-HRTimeline
Financial Symmetry Inc12,982$872K0.31%+1,00213F-HRTimeline
Stone Summit Wealth LLC13,959$872K0.24%-15513F-HRTimeline
JFS WEALTH ADVISORS, LLC13,939$871K0.05%+313F-HRTimeline
Pinnacle Bancorp, Inc.13,902$868K0.26%013F-HRTimeline
Medallion Wealth Advisors, LLC13,891$867K0.28%-6213F-HRTimeline
Good Harbor Advisors, Inc.13,465$841K0.92%new13F-HRTimeline
SageView Advisory Group, LLC13,415$838K0.03%-9,02713F-HRTimeline
Cloud Capital Management, LLC13,371$834K0.36%+7,81613F-HRTimeline
Plante Moran Financial Advisors, LLC13,346$833K0.05%-1,00313F-HRTimeline
Shira Ridge Wealth Management13,198$824K0.33%-27313F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC13,178$823K0.78%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,174$823K0.09%013F-HRTimeline
Berger Financial Group, Inc13,166$822K0.05%-7713F-HRTimeline
Balefire, LLC13,116$819K0.15%new13F-HRTimeline
Foundations Investment Advisors, LLC13,036$814K0.01%+11913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,851$803K0.1%+2,20313F-HRTimelineGroup
Donalies Financial Planning, LLC12,854$803K0.68%-2313F-HRTimeline
BCR Wealth Strategies, LLC12,802$799K0.25%013F-HRTimeline
Safeguard Investment Advisory Group, LLC12,559$784K0.22%-9113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,546$784K0.09%+2,98113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,521$782K-1,563Timeline
COMMERCE BANKin group COMMERCE BANK12,373$773K<0.01%-13513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC12,251$765K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,197$762K0.08%+213F-HRTimeline
Blue Trust, Inc.12,132$758K0.01%+2,70613F-HRTimeline
Janney Montgomery Scott LLC12,126$757K<0.01%+29313F-HRTimeline
MGO ONE SEVEN LLC12,089$755K0.02%013F-HRTimeline
Perigon Wealth Management, LLC12,062$753K0.01%-4213F-HRTimeline
EVOKE WEALTH, LLC12,041$752K0.01%013F-HRTimeline
American Capital Advisory, LLC12,022$751K0.3%+95413F-HRTimeline
WASHINGTON TRUST Co11,993$749K0.03%013F-HRTimeline
Vilga Financial Planning LLC11,970$748K0.67%013F-HRTimeline
CPA Asset Management Group, LLC11,942$746K0.25%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,878$742K0.02%+1,51213F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,791$736K0.01%+413F-HRTimeline
NCM Capital Management, LLC11,743$733K0.26%+3213F-HRTimeline
Westmount Partners, LLC11,656$728K0.18%+2,78013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …11,624$726K0.04%-2213F-HRTimelineGroup
Cascade Wealth Advisors, Inc10,741$722K0.32%+613F-HRTimeline
PFG Advisors11,551$721K0.04%+1,18113F-HRTimeline
Trailhead Planners LLC11,476$717K0.69%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,314$707K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,146$696K0.01%+6,49813F-HRTimelineGroup
IEQ CAPITAL, LLC11,084$692K<0.01%+1313F-HRTimeline
GenTrust, LLC11,082$692K0.03%013F-HRTimeline
BDFS Capital LLC11,029$689K0.33%-34813F-HRTimeline
Approach Retirement Advisors, LLC10,787$674K0.56%+613F-HRTimeline
Strategic Financial Services, Inc.10,658$666K0.03%013F-HRTimeline
Focus Financial Network, Inc.10,533$658K0.02%+13613F-HRTimeline
Wealth Management Strategies, Inc.10,413$650K0.29%+3213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,386$649K<0.01%-1,25113F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,357$647K0.02%-39313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,291$643K0.01%+83813F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.10,183$636K0.08%013F-HRTimeline
Keel Point, LLC10,169$635K0.04%013F-HRTimeline
MASECO LLP10,139$633K0.02%-48313F-HRTimeline
HBK Sorce Advisory LLC9,412$633K0.01%-2913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,082$630K0.12%+3413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,985$624K0.02%013F-HRTimeline
Nicholas Hoffman & Company, LLC.9,888$617K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,779$611K<0.01%013F-HRTimelineGroup
RAM Investment Partners, LLC9,732$608K0.11%-1,49413F-HRTimeline
Berkeley, Inc9,660$603K0.2%-9913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,646$602K<0.01%-3,23413F-HRTimelineGroup
Arista Wealth Management, LLC9,636$602K0.07%013F-HRTimeline
Rollins Financial Advisors, LLC9,607$600K0.09%+81613F-HRTimeline
CWA Asset Management Group, LLC9,470$591K0.02%013F-HRTimeline
Mesirow Financial Investment Management…9,432$589K0.01%+3113F-HRTimeline
Mullaney, Keating & Wright, Inc.9,358$584K0.32%-76013F-HRTimeline
AlphaCore Capital LLC9,342$583K0.01%+213F-HRTimeline
SIMON QUICK ADVISORS, LLC9,266$579K0.03%-3,30313F-HRTimeline
WEDBUSH SECURITIES INC9,191$574K0.02%-32513F-HRTimeline
Secure Asset Management, LLC9,100$568K0.09%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,033$564K0.11%013F-HRTimeline
Five Oceans Advisors8,977$561K0.2%+2113F-HRTimeline
Geneos Wealth Management Inc.8,789$549K0.01%013F-HRTimeline
Parkside Financial Bank & Trust8,747$546K0.04%+1,23813F-HRTimeline
ALKEME WEALTH, LLC8,723$545K0.22%+2913F-HRTimeline
High Probability Advisors, LLC8,672$542K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,610$538K0.03%+1713F-HRTimeline
Accurate Wealth Management, LLC8,099$523K0.06%+1,08013F-HRTimeline
NWK Group, Inc.8,329$520K0.2%013F-HRTimeline
Kathmere Capital Management, LLC8,322$520K0.03%-9813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,317$519K0.01%013F-HRTimelineGroup
Monument Group Wealth Advisors, LLC8,311$519K0.29%013F-HRTimeline
West Wealth Group, LLC8,169$510K0.1%new13F-HRTimeline
Triad Wealth Partners, LLC8,153$509K0.04%-1,06713F-HRTimeline
Sand Hill Global Advisors, LLC8,128$508K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC8,063$504K0.37%+23013F-HRTimeline
Modern Wealth Management, LLC7,967$499K0.01%013F-HRTimeline
Clayton Financial Group LLC7,939$496K0.25%013F-HRTimeline
Wealthspire Advisors, LLC7,911$494K<0.01%-4013F-HRTimeline
J. Derek Lewis & Associates Inc.7,853$490K0.11%+3,04213F-HR/ATimeline
STEVENS CAPITAL PARTNERS7,853$490K0.12%new13F-HRTimeline
Composition Wealth, LLC7,647$478K0.01%-6713F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,635$477K0.02%+3,40513F-HRTimeline
BRIGHTON JONES LLC7,562$472K0.01%new13F-HR/ATimeline
Intrua Financial, LLC7,558$472K0.05%013F-HRTimeline
Ridgewood Investments LLC7,499$468K0.19%13F-HRTimeline
PRIVATE TRUST CO NA7,485$467K0.04%-10713F-HRTimeline
M.E. ALLISON & CO., INC.7,445$465K0.31%+213F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,423$464K0.09%013F-HRTimeline
Valmark Advisers, Inc.7,366$460K0.01%+1,50813F-HRTimeline
STALEY CAPITAL ADVISERS INC7,359$460K0.02%+2513F-HRTimeline
Old Peak Finance LLC7,309$456K0.27%+5413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,296$456K0.06%-13013F-HRTimelineGroup
Merited Wealth, LLC7,295$456K0.38%-82813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,271$454K<0.01%-1,16013F-HRTimelineGroup
Greenline Partners, LLC7,264$454K0.05%+1813F-HRTimeline
Belpointe Asset Management LLC7,211$450K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$450K0.06%013F-HRTimeline
STOLZ & ASSOCIATES, PS6,893$449K0.31%-74113F-HRTimeline
Wick Capital Partners, LLC7,174$448K0.08%013F-HRTimeline
DBK Financial Counsel, LLC7,150$447K0.34%013F-HRTimeline
W1M Asset Management Ltd7,145$446K<0.01%013F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC6,942$434K0.34%-30013F-HRTimeline
Parkside Investments, LLC6,881$430K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$425K0.02%013F-HRTimeline
St. Louis Trust Co6,762$422K0.05%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$421K0.09%013F-HRTimeline
Murphy Pohlad Asset Management LLC6,693$418K0.15%013F-HRTimeline
Prospera Financial Services Inc6,673$417K0.01%+29613F-HRTimeline
Well Done, LLC6,623$414K0.06%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,551$409K0.09%-52213F-HRTimeline
Geometric Wealth Advisors6,522$407K0.05%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,479$405K0.07%013F-HRTimeline
Vertex Planning Partners, LLC6,456$403K0.08%+72713F-HRTimeline
Busey Bank6,446$403K0.01%013F-HRTimeline
Fortis Advisors, LLC6,382$399K0.2%+2213F-HRTimeline
First Financial Group Corp6,300$393K0.32%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,281$392K<0.01%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,263$391K0.26%013F-HRTimeline
Keener Financial Planning LLC6,225$388K0.16%013F-HRTimeline
BCO Wealth Management LLC6,184$386K0.23%013F-HRTimeline
HTG Investment Advisors, Inc.6,118$382K0.11%013F-HRTimeline
Corundum Group, Inc.6,081$380K0.13%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,710$377K+786Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,001$375K0.05%013F-HRTimeline
Sequent Asset Management, LLC5,932$370K0.18%013F-HRTimeline
Syverson Strege & Co5,926$370K0.09%+1613F-HRTimeline
Verus Financial Partners, Inc.5,678$369K0.03%013F-HRTimeline
Wealth Advisors Northwest LLC5,913$369K0.15%+1213F-HRTimeline
WMG Financial Advisors, LLC5,886$368K0.15%-28713F-HRTimeline
Hartmann Taylor Wealth Management, LLC5,819$363K0.24%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,814$363K0.23%013F-HRTimeline