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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

846 managers (856 13F filers) reported a position in DFAT shares at 2026-06-30, 165,648,836 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
846
13F filers
856
New
63
Added
285
Reduced
284
Sold out
26
Shares held by filers
165,648,836

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
STAGE HARBOR FINANCIAL, LLC6,263$438K0.25%013F-HRTimeline
Vertex Planning Partners, LLC6,250$437K0.06%-20613F-HRTimeline
Keener Financial Planning LLC6,225$435K0.16%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,189$433K0.08%-36213F-HRTimeline
BCO Wealth Management LLC6,184$432K0.24%013F-HRTimeline
HTG Investment Advisors, Inc.6,118$428K0.11%013F-HRTimeline
St. Louis Trust Co6,762$422K0.05%013F-HRTimeline
Lansing Street Advisors6,026$421K0.09%new13F-HRTimeline
Brookwood Investment Group LLC6,007$420K0.05%+1,00313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,001$419K0.06%013F-HRTimeline
Syverson Strege & Co5,942$415K0.09%+1613F-HRTimeline
Sequent Asset Management, LLC5,932$415K0.17%013F-HRTimeline
NWAM LLC5,852$409K0.02%+2,02413F-HRTimeline
WMG Financial Advisors, LLC5,851$409K0.15%-3513F-HRTimeline
Wealth Advisors Northwest LLC5,824$407K0.14%-8913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,814$406K0.23%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,794$405K0.01%+3,80313F-HRTimelineGroup
Advisory Services Network, LLC5,747$402K<0.01%+1413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$400K0.03%013F-HRTimeline
Vision Capital Management, Inc.5,699$398K0.05%013F-HRTimeline
Everest Financial Group LLC5,692$398K0.05%+23313F-HRTimeline
Verus Financial Partners, Inc.5,678$397K0.03%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,658$395K0.08%013F-HRTimeline
HANOVER ADVISORS INC5,595$391K0.14%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,544$388K<0.01%013F-HRTimeline
Yoder Wealth Management, Inc.5,541$387K0.15%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,514$385K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,511$385K0.03%new13F-HRTimeline
Venture Visionary Partners LLC5,500$384K0.01%+213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,506$384K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC5,464$382K0.03%-11513F-HRTimeline
AMARILLO NATIONAL BANK5,455$381K0.06%013F-HRTimeline
Goldstein Advisors, LLC5,310$371K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,324$371K<0.01%013F-HRTimelineGroup
Oath Planning, LLC5,301$371K0.28%-35613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC5,288$370K0.05%013F-HRTimeline
Accredited Investors Inc.5,283$369K0.02%+413F-HRTimeline
Towneley Capital Management, Inc / DE5,276$369K0.07%+1813F-HRTimeline
Hudock, Inc.5,220$365K0.05%new13F-HRTimeline
Mustard Seed Financial, LLC5,204$364K0.19%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC5,819$363K0.24%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$363K0.08%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$359K0.19%013F-HRTimeline
FinDec Wealth Services, Inc.5,132$359K0.42%-1113F-HRTimeline
Moss Adams Wealth Advisors LLC5,039$352K0.02%+1713F-HRTimeline
Integrated Advisors Network LLC5,039$352K0.02%-9913F-HRTimeline
Bannerstone Capital Management, LLC5,016$351K0.29%-23813F-HRTimeline
McCartney Wealth Management LLC4,978$348K0.26%013F-HRTimeline
Tranquility Partners, LLC4,947$346K0.12%-79113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,908$343K0.2%+1713F-HRTimeline
Corundum Group, Inc.4,908$343K0.1%-1,17313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,872$341K<0.01%+4213F-HRTimelineGroup
Disciplined Investors, L.L.C.4,852$339K0.17%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,847$339K0.01%+113F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO4,843$339K0.22%-2513F-HRTimeline
North Capital, Inc.4,818$337K0.25%+39013F-HRTimeline
Smith Partners Wealth Management, LLC4,802$336K0.27%013F-HRTimeline
VestGen Advisors, LLC4,750$332K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,704$329K<0.01%-6013F-HRTimelineGroup
Clarity Capital Advisors, LLC4,697$328K0.14%013F-HRTimeline
Gryphon Financial Partners LLC4,686$328K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,650$325K0.01%-65013F-HRTimeline
Third View Private Wealth, LLC4,638$324K0.04%013F-HRTimeline
Significant Wealth Partners LLC4,611$322K0.35%013F-HRTimeline
AlphaStar Capital Management, LLC4,585$320K0.02%new13F-HRTimeline
Oder Investment Management, LLC4,435$310K0.21%+24013F-HRTimeline
Destination Wealth Management4,428$310K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,380$306K0.01%+51313F-HRTimelineGroup
Woodside Wealth Management LLC4,320$302K0.21%013F-HRTimeline
GeoWealth Management, LLC4,297$300K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,296$300K<0.01%013F-HRTimelineGroup
Ellenbecker Investment Group4,287$300K0.03%-28813F-HRTimeline
NorthRock Partners, LLC4,272$299K<0.01%-96113F-HRTimeline
Kovack Advisors, Inc.4,277$298K0.01%+913F-HRTimeline
Key Financial Inc4,200$294K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.4,150$290K0.02%+1113F-HRTimeline
Crescent Grove Advisors, LLC4,144$290K0.02%013F-HRTimeline
Flagstone Financial Management4,113$287K0.06%013F-HRTimeline
SilverOak Wealth Management LLC4,094$286K0.04%013F-HRTimeline
World Investment Advisors4,576$286K<0.01%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,084$286K0.05%+113F-HRTimeline
Mokosak Advisory Group, LLC4,066$284K0.06%+1313F-HRTimeline
Indivisible Partners4,054$283K0.02%new13F-HRTimeline
HEFFERNAN ADVISORY, INC4,029$282K0.24%+1113F-HRTimeline
CGN Advisors LLC4,025$281K0.02%+813F-HRTimeline
Core Wealth Management, Inc.4,025$281K0.08%013F-HRTimeline
Pinnacle Financial Group, LLC / IL4,021$281K0.07%new13F-HRTimeline
D'Orazio & Associates, Inc.3,983$278K0.03%013F-HRTimeline
Robinswood Financial LLC3,982$278K0.08%+413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,969$277K<0.01%-6613F-HRTimeline
Nova R Wealth, Inc.3,963$277K0.08%+1413F-HRTimeline
Pacifica Partners Inc.4,000$275K0.08%013F-HRTimeline
Trexquant Investment LP3,921$274K<0.01%new13F-HRTimeline
GoalVest Advisory LLC3,900$273K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,900$273K0.14%013F-HRTimeline
GDS Wealth Management3,881$271K0.01%013F-HRTimeline
FF Advisors,LLC3,868$270K0.1%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,827$268K<0.01%+1313F-HRTimelineGroup
Cypress Point Wealth Management, LLC3,817$267K0.05%-1,59013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,800$266K<0.01%013F-HRTimelineGroup
Fermata Advisors, LLC3,740$261K0.05%+1313F-HRTimeline
Private Advisory Group LLC3,734$261K0.01%013F-HRTimeline
Granite Bay Wealth Management, LLC3,717$260K0.02%013F-HRTimeline
Western Wealth Management, LLC3,718$260K0.01%+813F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,709$259K0.04%013F-HRTimeline
Prism Planning Partners LLC3,692$258K0.27%-4013F-HRTimeline
PDS Planning, Inc3,654$255K0.01%new13F-HRTimeline
Americana Partners, LLC3,640$254K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC3,615$253K0.13%+1013F-HRTimeline
Waterloo Capital, L.P.3,611$252K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,576$250K<0.01%-37313F-HRTimelineGroup
Ironwood Financial, llc3,578$249K0.04%-7513F-HRTimeline
Integrity Investment Advisors, LLC3,524$246K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC3,481$243K<0.01%-13,32713F-HRTimeline
Avantax Planning Partners, Inc.3,479$243K0.01%013F-HRTimeline
Two West Capital Advisors LLC3,475$243K0.12%-26713F-HRTimeline
Caldwell Trust Co3,471$243K0.02%-13513F-HRTimeline
Advyzon Investment Management, LLC3,347$234K0.02%+14013F-HRTimeline
Register Financial Advisors LLC3,342$234K0.07%new13F-HRTimeline
Align Financial, LLC3,342$234K0.12%013F-HRTimeline
SJS Investment Consulting Inc.3,336$233K0.03%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,331$233K<0.01%-11113F-HRTimelineGroup
Canal Capital Management, LLC3,330$233K0.03%+1113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,323$232K0.03%013F-HRTimeline
Weil Company, Inc.3,312$232K0.04%013F-HRTimeline
Balanced Rock Investment Advisors LLC3,304$231K0.14%-1913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,302$231K0.01%+1113F-HRTimelineGroup
Elmwood Wealth Management, Inc.3,296$230K0.06%013F-HRTimeline
Novak & Powell Financial Services, Inc.3,290$230K0.11%013F-HRTimeline
First Bancorp, Inc /ME/3,286$230K0.09%013F-HRTimeline
One Day In July LLC3,277$229K0.02%013F-HRTimeline
Marble Wealth, LLC3,271$229K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,261$228K<0.01%-16713F-HRTimeline
WestHill Financial Advisors, Inc.3,261$228K0.04%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,254$227K0.04%-613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA3,237$226K0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC3,216$225K0.1%+31313F-HRTimeline
Financial Concepts Unlimited, Inc.3,204$224K0.18%013F-HRTimeline
Sterling Financial Planning, Inc.3,194$223K0.06%new13F-HRTimeline
Cassaday & Co Wealth Management LLC3,175$222K<0.01%+8213F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$218K0.01%013F-HRTimeline
Winter & Associates, Inc.3,109$217K0.16%-86513F-HRTimeline
Kera Capital Partners, Inc.3,106$217K0.02%-1,19213F-HRTimeline
Invariant Investment Management3,090$216K0.13%013F-HRTimeline
GEM Asset Management, LLC3,082$215K0.08%new13F-HRTimeline
Shepherd Financial Partners LLC3,079$215K0.02%new13F-HRTimeline
USAdvisors Wealth Management, LLC3,085$215K0.06%new13F-HRTimeline
WJ Financial Advisors LLC3,074$215K0.16%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,071$215K<0.01%-96213F-HRTimelineGroup
Washington Trust Bank3,026$212K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC3,022$211K0.06%new13F-HRTimeline
Destiny Wealth Partners, LLC2,976$210K0.03%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,000$210K<0.01%new13F-HRTimeline
Financial Security Advisor, Inc.2,988$209K0.03%new13F-HRTimeline
UMB Bank, n.a.2,987$209K<0.01%-1,10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Odyssey Group, LLC2,971$208K0.06%13F-HRTimeline
Grey Fox Wealth Advisors, LLC2,960$207K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc2,959$207K0.01%+1713F-HRTimeline
Accretive Wealth Partners, LLC2,951$206K0.05%-1,36513F-HRTimeline
McAdam, LLC2,930$205K0.01%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,912$204K0.15%new13F-HRTimeline
tru Independence LLC2,896$202K0.09%new13F-HRTimeline
MJP ASSOCIATES INC /ADV2,890$202K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,890$202K0.01%new13F-HRTimelineGroup
E-Wealth Partners, LLC2,890$202K0.15%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,874$201K0.04%new13F-HRTimeline
Hurley Capital, LLC2,782$194K0.1%+22813F-HRTimeline
Prosperity Bancshares Inc2,733$191K0.12%013F-HRTimeline
Operose Advisors LLC2,714$190K0.04%013F-HRTimeline
Princeton Global Asset Management LLC2,500$175K0.03%013F-HRTimeline
Forum Finance Group S.A.3,070$173K0.06%013F-HRTimeline
Brooklyn FI, LLC2,449$173K0.03%new13F-HRTimeline
MOTCO2,352$164K0.01%013F-HRTimeline
Abound Wealth Management2,303$161K0.03%-33913F-HRTimeline
Investors Research Corp2,238$156K0.03%013F-HRTimeline
Clearstead Advisors, LLC2,182$153K<0.01%-31713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,115$148K0.06%013F-HRTimeline
BankChampaign, National Association2,063$144K0.11%013F-HRTimeline
Glassman Wealth Services2,054$144K0.02%013F-HRTimeline
HOWE & RUSLING INC2,047$143K0.01%+94613F-HRTimeline
S.A. Mason LLC2,029$142K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…1,935$135K0.01%-39813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,442$101K<0.01%+46613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners1,401$97K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…1,337$93.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC1,329$92.9K0.01%013F-HRTimeline
WHITTIER TRUST CO1,329$92.7K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$90.9K0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,300$90.9K0.01%013F-HRTimeline
JPL Wealth Management, LLC1,272$88.9K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC1,237$86.5K0.05%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$86.2K0.05%013F-HRTimeline
SITTNER & NELSON, LLC1,213$84.8K0.03%013F-HRTimeline
John A. Wolfe & Associates, Inc.1,167$81.6K0.11%+413F-HRTimeline
Parallel Advisors, LLC1,166$81.5K<0.01%+35513F-HRTimeline
Trifecta Capital Advisors, LLC1,116$78K0.01%013F-HRTimeline
CDKV HOLDINGS LLC1,062$74.2K0.06%013F-HRTimeline
Global Trust Asset Management, LLC1,000$69.9K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$68.2K<0.01%013F-HRTimeline
Downshift Financial, LLC947$66.2K0.03%new13F-HRTimeline