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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

717 managers (720 13F filers) reported a position in DFAT shares at 2025-06-30, 157,266,905 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
717
13F filers
720
New
39
Added
268
Reduced
251
Sold out
33
Shares held by filers
157,266,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Significant Wealth Partners LLC4,611$249K0.12%013F-HRTimeline
Vertex Planning Partners, LLC4,602$248K0.05%+63313F-HRTimeline
Global Retirement Partners, LLC4,593$248K0.01%13F-HRTimeline
Ellenbecker Investment Group4,555$246K0.04%+813F-HRTimeline
GEM Asset Management, LLC4,428$246K0.13%-1,51113F-HRTimeline
Key Financial Inc4,521$244K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,483$242K0.01%013F-HRTimelineGroup
D'Orazio & Associates, Inc.4,483$242K0.03%-45413F-HRTimeline
SCS Capital Management LLC4,457$240K<0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,435$239K<0.01%-61413F-HRTimelineGroup
Busey Bank4,412$238K0.01%-4113F-HRTimeline
North Capital, Inc.4,375$236K0.2%+1913F-HRTimeline
Woodside Wealth Management LLC4,320$233K0.2%013F-HRTimeline
GeoWealth Management, LLC4,297$232K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,296$232K<0.01%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP4,234$228K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,204$227K0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,130$223K<0.01%-39913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,114$222K0.05%-10213F-HRTimeline
Flagstone Financial Management4,113$222K0.06%013F-HRTimeline
Core Wealth Management, Inc.4,098$221K0.08%+7313F-HRTimeline
SilverOak Wealth Management LLC4,094$221K0.04%013F-HRTimeline
GDS Wealth Management4,090$221K0.02%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,050$219K0.17%013F-HRTimeline
Mokosak Advisory Group, LLC4,004$216K0.06%+1813F-HRTimeline
Pacifica Partners Inc.4,000$215K0.09%-22413F-HRTimeline
Robinswood Financial LLC3,966$214K0.08%+213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,963$214K<0.01%-4,76613F-HRTimeline
Wealthspire Advisors, LLC3,959$214K<0.01%013F-HRTimeline
Pettinga Financial Advisors LLC3,956$213K0.05%013F-HRTimeline
Nova R Wealth, Inc.3,902$211K0.1%new13F-HRTimeline
FF Advisors,LLC3,868$209K0.11%new13F-HRTimeline
One Capital Management, LLC3,844$207K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,800$205K<0.01%+2,14013F-HRTimelineGroup
Strategic Financial Concepts, LLC3,775$204K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,768$203K<0.01%+1713F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC3,709$202K0.04%new13F-HRTimeline
USAdvisors Wealth Management, LLC3,716$200K0.07%new13F-HRTimeline
Hurley Capital, LLC3,667$198K0.14%-2,78213F-HRTimeline
Caldwell Trust Co3,606$195K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC3,605$195K0.14%+1013F-HRTimeline
Icon Wealth Advisors, LLC3,408$184K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,296$178K0.02%013F-HRTimeline
Red Tortoise LLC3,175$171K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,139$169K<0.01%+9113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$169K0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.3,000$162K0.12%-1,75013F-HRTimeline
AdvisorNet Financial, Inc2,920$158K0.01%-1,06413F-HRTimeline
Capital Investment Advisory Services, L…2,891$156K0.01%+213F-HRTimeline
S.A. Mason LLC2,829$153K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,824$152K<0.01%013F-HR/ATimelineGroup
Princeton Global Asset Management LLC2,500$135K0.02%-36113F-HRTimeline
MOTCO2,352$128K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,363$128K0.07%-81313F-HRTimeline
UMB Bank, n.a.2,247$121K<0.01%013F-HR/ATimeline
Investors Research Corp2,238$121K0.02%013F-HRTimeline
Global Trust Asset Management, LLC2,215$120K0.06%-1,70013F-HRTimeline
Glassman Wealth Services2,054$111K0.02%-48313F-HRTimeline
Reyes Financial Architecture, Inc.1,954$105K0.09%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,651$89.1K0.11%-24513F-HRTimeline
SIGNATUREFD, LLC1,608$86.8K<0.01%-3,48213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,557$84K<0.01%-96113F-HRTimelineGroup
Tortoise Investment Management, LLC1,550$83.6K0.01%-90113F-HRTimeline
CVA Family Office, LLC1,495$80.7K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,447$78K0.02%+113F-HRTimeline
Providence Capital Advisors, LLC1,329$71.7K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,328$71.6K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,318$71K0.02%-39113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$70.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,300$70.1K0.01%013F-HRTimeline
Transce3nd, LLC1,292$70.1K0.03%013F-HRTimeline
Arax Advisory Partners1,264$68.2K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$66.5K0.05%013F-HRTimeline
SITTNER & NELSON, LLC1,213$65.5K0.03%013F-HRTimeline
Bellwether Advisors, LLC1,206$65.1K0.01%013F-HRTimeline
Financial Connections Group, Inc.1,180$63K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,123$60.6K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC1,116$60.2K0.01%-39613F-HRTimeline
HOWE & RUSLING INC1,101$59.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,036$57.7K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1,009$54.4K0.01%-5,81613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.976$53K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group976$52.7K0.01%new13F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$52.7K<0.01%013F-HRTimeline
CGC Financial Services, LLC942$50.8K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$44.9K0.01%013F-HRTimeline
Integrity Financial Corp /WA786$42.4K0.02%+9213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$40.4K<0.01%013F-HRTimeline
Intelligent Financial Strategies729$39.3K0.02%013F-HRTimeline
McIlrath & Eck, LLC717$38.7K<0.01%+113F-HRTimeline
WealthShield Partners, LLC712$38.4K<0.01%013F-HRTimeline
STEPH & CO711$38.4K0.01%013F-HRTimeline
Nemes Rush Group LLC640$34.5K<0.01%+16613F-HRTimeline
Mascoma Wealth Management LLC575$31K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC544$29.4K0.02%013F-HRTimeline
Parallel Advisors, LLC541$29.2K<0.01%013F-HRTimeline
Rossby Financial, LCC541$29.2K0.01%+2113F-HRTimeline
Tradewinds Capital Management, LLC512$27.6K0.01%013F-HRTimeline
Signature Resources Capital Management,…508$27.4K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/497$26.8K<0.01%new13F-HRTimeline
Truvestments Capital LLC424$22.9K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.412$22.2K<0.01%-7,67813F-HRTimelineGroup
United Community Bankin group United Community Bank377$20.3K0.01%013F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.319$17.2K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…309$16.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd229$12.4K<0.01%new13F-HRTimeline
Pineridge Advisors LLC194$10.5K<0.01%+113F-HRTimeline
IAG Wealth Partners, LLC189$10.2K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC170$9.17K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.112$6.04K<0.01%013F-HRTimeline
Winch Advisory Services, LLC43$2.35K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.36$1.94K<0.01%013F-HRTimeline
Archer Investment Corp35$1.89K<0.01%-30013F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$1.78K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC31$1.67K<0.01%-3113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.15$810<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.