Skip to content
Disclosery

DFAT DIMENSIONAL ETF TRUST

Follow

US TARGETED VLU (fund)

712 managers (713 13F filers) reported a position in DFAT shares at 2024-12-31, 155,328,062 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
712
13F filers
713
New
31
Added
242
Reduced
216
Sold out
18
Shares held by filers
155,328,062

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pacifica Partners Inc.4,224$234K0.1%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,150$231K<0.01%+7213F-HRTimelineGroup
Harbor Group, Inc.4,147$231K0.05%-30213F-HRTimeline
Independent Advisor Alliance4,124$230K<0.01%new13F-HRTimeline
Flagstone Financial Management4,113$229K0.08%013F-HRTimeline
GDS Wealth Management4,090$228K0.02%013F-HRTimeline
FF Advisors,LLC3,868$227K0.16%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,050$225K0.94%-18013F-HRTimeline
Strategic Financial Concepts, LLC4,037$225K0.04%013F-HR/ATimeline
Core Wealth Management, Inc.4,025$224K0.09%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,000$223K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,992$222K0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,988$222K0.03%+2,70913F-HRTimelineGroup
D'Orazio & Associates, Inc.3,983$222K0.03%013F-HRTimeline
Mokosak Advisory Group, LLC3,974$221K0.07%+7313F-HRTimeline
Robinswood Financial LLC3,962$221K0.08%+213F-HRTimeline
Wealthspire Advisors, LLC3,959$220K<0.01%013F-HRTimeline
Pettinga Financial Advisors LLC3,956$220K0.05%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,893$217K0.01%13F-HRTimeline
Nova R Wealth, Inc.3,872$216K0.11%+1413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,858$215K<0.01%new13F-HRTimelineGroup
DAHRING | CUSMANO LLC3,849$214K0.19%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,715$214K0.01%+5013F-HRTimeline
Frazier Financial Advisors, LLC3,789$210K0.17%+19413F-HRTimeline
AdvisorNet Financial, Inc3,763$209K0.02%-55213F-HRTimeline
USAdvisors Wealth Management, LLC3,770$209K0.07%+813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,739$208K<0.01%+1313F-HRTimelineGroup
Fiduciary Alliance LLC3,735$208K0.02%-10013F-HRTimeline
BIP Wealth, LLC3,687$205K0.01%new13F-HRTimeline
Cypress Wealth Services, LLC3,685$205K0.04%+513F-HRTimeline
Ironwood Financial, llc3,653$203K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,609$201K<0.01%+8813F-HRTimeline
WestHill Financial Advisors, Inc.3,607$201K0.04%new13F-HRTimeline
Caldwell Trust Co3,606$201K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,556$198K0.05%+12713F-HRTimeline
Icon Wealth Advisors, LLC3,408$190K0.02%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,296$183K0.02%013F-HRTimeline
Tortoise Investment Management, LLC3,271$182K0.02%-1,22013F-HR/ATimeline
Capital Investment Advisory Services, L…3,246$181K0.02%+50313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,176$177K0.11%013F-HRTimeline
Red Tortoise LLC3,175$177K0.09%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$174K0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,861$159K0.03%-70013F-HRTimeline
S.A. Mason LLC2,829$157K0.08%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,824$157K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,733$152K0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.2,667$148K0.02%+56713F-HRTimeline
NorthRock Partners, LLC2,636$147K<0.01%-36913F-HR/ATimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,518$140K0.03%+29013F-HRTimeline
Transce3nd, LLC2,319$131K0.04%13F-HRTimeline
Coppell Advisory Solutions LLC2,369$131K0.02%-5513F-HRTimeline
MOTCO2,352$131K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,314$129K<0.01%013F-HRTimeline
UMB Bank, n.a.2,247$125K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp2,238$125K0.03%013F-HRTimeline
Glassman Wealth Services2,054$114K0.02%013F-HRTimeline
McClarren Financial Advisors, Inc.1,945$108K0.3%-6013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,855$103K0.13%-6613F-HRTimeline
CENTRAL TRUST Co1,782$99.2K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,707$94K0.03%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,660$92K<0.01%+81013F-HRTimelineGroup
Global Retirement Partners, LLC1,544$85.9K<0.01%+5413F-HRTimeline
Trifecta Capital Advisors, LLC1,512$84.2K0.02%013F-HRTimeline
CVA Family Office, LLC1,495$83.2K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,458$81.2K0.02%+88813F-HRTimeline
Coston, McIsaac & Partners1,442$80K0.02%+513F-HRTimeline
WHITTIER TRUST CO1,328$73.9K<0.01%-11,32813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$68.6K0.05%13F-HRTimeline
Bellwether Advisors, LLC1,206$67.1K0.01%new13F-HRTimeline
Financial Connections Group, Inc.1,180$65K0.03%013F-HRTimeline
Salomon & Ludwin, LLC1,107$61.6K0.01%013F-HRTimeline
HOWE & RUSLING INC1,101$61.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,036$57.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$54.3K<0.01%013F-HRTimeline
CGC Financial Services, LLC942$52.4K0.02%013F-HRTimeline
SITTNER & NELSON, LLC939$52.3K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$46.3K0.01%013F-HRTimeline
Qube Research & Technologies Ltd800$44.5K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$41.7K<0.01%013F-HRTimeline
Intelligent Financial Strategies729$40.6K0.02%-2313F-HRTimeline
McIlrath & Eck, LLC715$39.8K0.01%+113F-HRTimeline
WealthShield Partners, LLC712$39.6K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA711$39.6K<0.01%new13F-HRTimelineGroup
STEPH & CO711$39.6K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …644$35.8K0.07%-3,70613F-HRTimeline
Parallel Advisors, LLC604$33.6K<0.01%+6313F-HRTimeline
Mascoma Wealth Management LLC575$32K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC574$31.9K0.01%013F-HRTimeline
SYM FINANCIAL Corp546$30.4K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…543$30.2K0.01%013F-HRTimeline
Aspect Partners, LLC519$28.9K0.02%+31313F-HRTimeline
Tradewinds Capital Management, LLC512$28.5K0.01%new13F-HRTimeline
Signature Resources Capital Management,…508$28.2K0.03%013F-HRTimeline
Truvestments Capital LLC421$23.4K0.01%-30413F-HRTimeline
BOKF, NAin group BOKF, NA428$23.4K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC392$22.3K0.01%-39213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…392$22.3K0.01%-39213F-HRTimelineGroup
Archer Investment Corp335$18.6K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC200$11.1K0.01%13F-HRTimeline
Pineridge Advisors LLC192$10.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC189$10.5K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC170$9.46K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.134$7.46K<0.01%013F-HRTimeline
WR Wealth Planners, LLC114$6.36K<0.01%013F-HRTimeline
Quent Capital, LLC113$6.29K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.112$6.23K<0.01%013F-HRTimeline
Continuum Advisory, LLC102$5.68K<0.01%013F-HRTimeline
Global Financial Private Client, LLC80$4.45K<0.01%013F-HRTimeline
Bullock Wealth Management Group44$2.45K<0.01%013F-HRTimeline
Winch Advisory Services, LLC43$2.4K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.36$2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC27$1.51K<0.01%new13F-HRTimeline