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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

716 managers (717 13F filers) reported a position in DFAT shares at 2025-03-31, 154,825,232 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
716
13F filers
717
New
40
Added
289
Reduced
224
Sold out
34
Shares held by filers
154,825,232

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BASSO CAPITAL MANAGEMENT, L.P.4,750$245K0.21%-5,75013F-HRTimeline
Beacon Financial Advisory LLC4,719$243K0.07%new13F-HRTimeline
Clarity Capital Advisors, LLC4,697$242K0.16%013F-HRTimeline
IHT Wealth Management, LLC4,691$242K0.01%+1413F-HRTimeline
Gryphon Financial Partners LLC4,686$241K0.03%013F-HRTimeline
Procyon Advisors, LLC4,638$239K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,613$238K0.01%+913F-HRTimelineGroup
Significant Wealth Partners LLC4,611$237K0.12%013F-HRTimeline
Ridgewood Investments LLC4,557$235K0.11%+913F-HRTimeline
Ellenbecker Investment Group4,547$234K0.04%-18513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,529$233K<0.01%-2,92213F-HRTimeline
Key Financial Inc4,521$233K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,483$231K0.01%013F-HRTimelineGroup
SCS Capital Management LLC4,457$229K<0.01%new13F-HR/ATimeline
Busey Bank4,453$229K0.01%013F-HRTimeline
North Capital, Inc.4,356$224K0.21%13F-HRTimeline
Woodside Wealth Management LLC4,320$222K0.21%13F-HRTimeline
GeoWealth Management, LLC4,297$221K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP4,234$218K0.01%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,216$217K0.05%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,204$216K0.01%013F-HRTimeline
Flagstone Financial Management4,113$212K0.07%013F-HRTimeline
SilverOak Wealth Management LLC4,094$211K0.05%-54413F-HRTimeline
GDS Wealth Management4,090$211K0.02%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,050$209K0.17%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,043$208K<0.01%+43413F-HRTimeline
Core Wealth Management, Inc.4,025$207K0.08%013F-HRTimeline
Mokosak Advisory Group, LLC3,986$205K0.06%+1213F-HRTimeline
AdvisorNet Financial, Inc3,984$205K0.02%+22113F-HRTimeline
Vertex Planning Partners, LLC3,969$204K0.04%new13F-HRTimeline
Pacifica Partners Inc.4,224$204K0.09%013F-HRTimeline
Robinswood Financial LLC3,964$204K0.08%+213F-HRTimeline
Wealthspire Advisors, LLC3,959$204K<0.01%013F-HRTimeline
Pettinga Financial Advisors LLC3,956$204K0.05%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC3,916$202K0.18%13F-HRTimeline
Global Trust Asset Management, LLC3,915$202K0.12%-6,41813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,751$193K<0.01%+1213F-HRTimelineGroup
Caldwell Trust Co3,606$186K0.02%013F-HRTimeline
NorthRock Partners, LLC3,603$185K0.01%+96713F-HRTimeline
Frazier Financial Advisors, LLC3,595$185K0.14%-19413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,556$183K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC3,408$175K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,296$170K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,176$164K0.1%013F-HRTimeline
Red Tortoise LLC3,175$163K0.09%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$161K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,048$157K<0.01%+73413F-HRTimeline
Capital Investment Advisory Services, L…2,889$149K0.01%-35713F-HRTimeline
Princeton Global Asset Management LLC2,861$147K0.03%013F-HRTimeline
S.A. Mason LLC2,829$146K0.08%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,824$145K<0.01%013F-HRTimelineGroup
Glassman Wealth Services2,537$131K0.02%+48313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,518$130K0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC2,465$127K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2,451$126K0.01%-82013F-HR/ATimeline
MOTCO2,352$121K0.01%013F-HRTimeline
UMB Bank, n.a.2,247$116K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp2,238$115K0.02%013F-HRTimeline
McClarren Financial Advisors, Inc.936$100K0.07%-1,00913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,896$97.7K0.13%+4113F-HRTimeline
CENTRAL TRUST Co1,782$91.8K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,709$88K0.03%+213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,660$85K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC1,512$77.9K0.02%013F-HRTimeline
Crewe Advisors LLC1,510$77.8K0.01%new13F-HRTimeline
CVA Family Office, LLC1,495$77K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,446$74K0.02%+413F-HRTimeline
WHITTIER TRUST CO1,328$68.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$67K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,300$66.9K0.01%-1,36713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$63.5K0.04%013F-HRTimeline
SITTNER & NELSON, LLC1,213$62.5K0.03%+27413F-HRTimeline
Bellwether Advisors, LLC1,206$62.1K0.01%013F-HRTimeline
Transce3nd, LLC1,292$61.4K0.03%-1,02713F-HRTimeline
Financial Connections Group, Inc.1,180$60K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,123$57.8K<0.01%-1,61013F-HRTimelineGroup
HOWE & RUSLING INC1,101$56.7K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$50.3K<0.01%013F-HRTimeline
CGC Financial Services, LLC942$48.5K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$42.8K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$38.6K<0.01%013F-HRTimeline
Intelligent Financial Strategies729$37.5K0.02%013F-HRTimeline
McIlrath & Eck, LLC716$36.8K<0.01%+113F-HRTimeline
WealthShield Partners, LLC712$36.7K<0.01%013F-HRTimeline
STEPH & CO711$36.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA694$35.7K0.02%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …644$33.2K0.06%013F-HRTimeline
Mascoma Wealth Management LLC575$29.6K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC544$28K0.02%new13F-HRTimeline
Parallel Advisors, LLC541$27.9K<0.01%-6313F-HRTimeline
Tradewinds Capital Management, LLC512$26.4K0.01%013F-HRTimeline
Signature Resources Capital Management,…508$26.1K0.02%013F-HRTimeline
Rossby Financial, LCC520$25.5K0.01%new13F-HRTimeline
Nemes Rush Group LLC474$24.4K<0.01%+44713F-HRTimeline
Truvestments Capital LLC422$21.7K<0.01%+113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…392$20.2K0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank377$19.4K0.01%new13F-HRTimelineGroup
Archer Investment Corp335$17.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…309$15.9K0.01%new13F-HRTimeline
Pineridge Advisors LLC193$9.94K<0.01%+113F-HRTimeline
IAG Wealth Partners, LLC189$9.73K<0.01%013F-HRTimeline
First Pacific Financial181$9.32K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…180$9.27K<0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC170$8.75K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.112$5.77K<0.01%013F-HRTimeline
Continuum Advisory, LLC102$5.25K<0.01%013F-HRTimeline
Quent Capital, LLC83$4.27K<0.01%-3013F-HRTimeline
Global Financial Private Client, LLC80$4.12K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC62$3.19K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC55$2.83K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC43$2.23K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC41$2.09K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.36$1.85K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC18$927<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,71513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC46$3.24M-58,09113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.