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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

790 managers (794 13F filers) reported a position in DFAT shares at 2025-12-31, 164,690,943 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
790
13F filers
794
New
32
Added
271
Reduced
248
Sold out
25
Shares held by filers
164,690,943

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ACCREDITED INVESTOR SERVICES, LLC5,814$346K0.23%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,797$345K<0.01%-60913F-HRTimelineGroup
Integrated Advisors Network LLC5,780$344K0.02%-88113F-HRTimeline
Vertex Planning Partners, LLC5,729$341K0.08%+77813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$341K0.03%013F-HRTimeline
Vision Capital Management, Inc.5,699$339K0.04%013F-HRTimeline
Whalen Wealth Management Inc.5,698$339K0.18%+2213F-HRTimeline
Oath Planning, LLC5,685$338K0.33%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,658$337K0.08%-40013F-HRTimeline
Tranquility Partners, LLC5,621$335K0.12%-10113F-HRTimeline
HANOVER ADVISORS INC5,595$333K0.13%-913F-HRTimeline
Cloud Capital Management, LLC5,555$330K0.16%+21513F-HRTimeline
Yoder Wealth Management, Inc.5,541$330K0.15%013F-HRTimeline
Venture Visionary Partners LLC5,497$327K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,506$327K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,484$327K<0.01%013F-HRTimeline
Cypress Point Wealth Management, LLC5,477$326K0.07%-2,83913F-HRTimeline
AMARILLO NATIONAL BANK5,455$325K0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,454$325K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,324$317K<0.01%+2,50013F-HRTimelineGroup
Goldstein Advisors, LLC5,310$316K0.04%013F-HRTimeline
Brookwood Investment Group LLC5,304$316K0.04%+23213F-HRTimeline
Wilmington Savings Fund Society, FSB5,300$316K0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC5,288$315K0.04%13F-HRTimeline
Towneley Capital Management, Inc / DE5,241$312K0.07%+2113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,227$311K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,924$311K0.01%-4,19613F-HRTimelineGroup
Bannerstone Capital Management, LLC5,220$311K0.3%13F-HRTimeline
Mustard Seed Financial, LLC5,204$310K0.19%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$309K0.07%013F-HRTimeline
FinDec Wealth Services, Inc.5,177$308K0.33%-8813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$303K0.19%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,042$300K<0.01%+5213F-HRTimeline
Linscomb Wealth, Inc.5,020$299K0.01%013F-HRTimeline
McCartney Wealth Management LLC4,978$296K0.26%13F-HRTimeline
CGN Advisors LLC4,965$296K0.02%-10413F-HRTimeline
VestGen Advisors, LLC4,942$294K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,931$294K<0.01%-63613F-HRTimelineGroup
CORTLAND ASSOCIATES INC/MO4,885$291K0.04%-2,51013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,875$290K0.2%+1913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,846$289K0.01%+36313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,844$288K<0.01%-9,15313F-HRTimelineGroup
Disciplined Investors, L.L.C.4,836$288K0.19%+1013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,817$287K<0.01%-59,02113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,811$286K<0.01%013F-HRTimelineGroup
J. Derek Lewis & Associates Inc.4,811$286K0.07%13F-HRTimeline
Winter & Associates, Inc.4,805$286K0.26%13F-HRTimeline
Smith Partners Wealth Management, LLC4,802$286K0.26%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,753$283K0.01%-80713F-HRTimeline
Clarity Capital Advisors, LLC4,697$280K0.14%013F-HRTimeline
Gryphon Financial Partners LLC4,686$279K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,648$277K<0.01%+1013F-HRTimelineGroup
Third View Private Wealth, LLC4,638$276K0.04%13F-HRTimeline
Significant Wealth Partners LLC4,611$275K0.31%013F-HRTimeline
Fiduciary Alliance LLC4,581$273K0.02%013F-HRTimeline
Ellenbecker Investment Group4,571$272K0.04%+713F-HRTimeline
Key Financial Inc4,521$269K0.05%013F-HRTimeline
Destination Wealth Management4,428$264K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC / MO4,418$263K0.23%13F-HRTimeline
North Capital, Inc.4,414$263K0.23%+1713F-HR/ATimeline
Woodside Wealth Management LLC4,320$257K0.19%013F-HRTimeline
Accredited Investors Inc.4,301$256K0.01%-16013F-HRTimeline
GeoWealth Management, LLC4,297$256K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,296$256K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC4,255$253K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.4,250$253K0.02%+1413F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,230$252K0.01%new13F-HRTimeline
Discipline Wealth Solutions, LLC4,220$251K0.05%-8,09413F-HRTimeline
Flagstone Financial Management4,113$245K0.06%013F-HRTimeline
SilverOak Wealth Management LLC4,094$244K0.04%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,081$243K0.05%+113F-HRTimeline
GoalVest Advisory LLC4,050$241K0.05%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,050$241K0.15%013F-HRTimeline
Mokosak Advisory Group, LLC4,039$240K0.06%+1613F-HRTimeline
Pacifica Partners Inc.4,000$240K0.11%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,027$240K<0.01%+5813F-HRTimeline
Core Wealth Management, Inc.4,025$240K0.07%013F-HRTimeline
HEFFERNAN ADVISORY, INC4,006$239K0.23%13F-HRTimeline
D'Orazio & Associates, Inc.3,983$237K0.03%013F-HRTimeline
Robinswood Financial LLC3,974$237K0.08%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,973$237K<0.01%-32813F-HRTimelineGroup
Signal Advisors Wealth, LLC3,970$236K0.02%new13F-HRTimeline
Pettinga Financial Advisors LLC3,956$236K0.04%013F-HRTimeline
Nova R Wealth, Inc.3,936$234K0.09%+1613F-HRTimeline
Summit Financial, LLC3,914$233K<0.01%+313F-HRTimeline
Kovack Advisors, Inc.3,907$233K0.01%new13F-HR/ATimeline
GDS Wealth Management3,881$231K0.01%-19013F-HRTimeline
FF Advisors,LLC3,868$230K0.1%013F-HRTimeline
Ironwood Financial, llc3,653$228K0.04%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,801$226K<0.01%+1613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,800$226K<0.01%013F-HRTimelineGroup
Prism Planning Partners LLC3,732$222K0.25%13F-HRTimeline
Granite Bay Wealth Management, LLC3,717$221K0.05%013F-HRTimeline
Fermata Advisors, LLC3,715$221K0.05%+1513F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,709$221K0.04%013F-HRTimeline
Oder Investment Management, LLC3,706$221K0.16%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,670$219K<0.01%-12,84913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,649$217K0.01%+2713F-HRTimelineGroup
Cypress Wealth Services, LLC3,640$217K0.03%+513F-HRTimeline
Washington Trust Bank3,640$217K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Americana Partners, LLC3,640$217K0.01%new13F-HRTimeline
Caldwell Trust Co3,606$215K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC3,605$215K0.13%013F-HRTimeline
SLT Holdings LLC3,565$212K0.14%013F-HRTimeline
Integrity Investment Advisors, LLC3,524$210K0.12%013F-HRTimeline
Harbor Group, Inc.3,484$207K0.03%+1413F-HRTimeline
Avantax Planning Partners, Inc.3,479$207K0.01%013F-HRTimeline
Cadence Bank3,476$207K0.01%-8613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,429$204K0.03%013F-HRTimeline
Signature Equity Partners, LLC3,426$204K0.11%13F-HRTimeline
Fisher Asset Management, LLC3,397$202K<0.01%-59313F-HRTimeline
Align Financial, LLC198,983$199K0.14%13F-HRTimeline
SJS Investment Consulting Inc.3,336$199K0.03%013F-HRTimeline
Red Tortoise LLC3,175$189K0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$186K0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,936$175K0.01%+713F-HRTimeline
Prosperity Bancshares Inc2,733$163K0.15%13F-HRTimeline
Hurley Capital, LLC2,547$152K0.08%-94713F-HRTimeline
Princeton Global Asset Management LLC2,500$149K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,499$149K<0.01%013F-HRTimeline
MOTCO2,352$140K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,307$137K0.01%-18213F-HRTimeline
BankChampaign, National Association38$137K0.14%13F-HRTimeline
Abound Wealth Management2,298$137K0.03%+67813F-HRTimeline
Investors Research Corp2,238$133K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,199$131K0.06%-8513F-HRTimeline
Glassman Wealth Services2,054$122K0.02%013F-HRTimeline
S.A. Mason LLC2,029$121K0.05%-80013F-HRTimeline
Operose Advisors LLC1,989$118K0.03%new13F-HRTimeline
UMB Bank, n.a.1,983$118K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tradewinds Capital Management, LLC1,645$98K0.02%+1,13313F-HRTimeline
Coston, McIsaac & Partners1,447$86K0.02%013F-HRTimeline
WHITTIER TRUST CO1,329$82K<0.01%013F-HRTimeline
Modus Advisors, LLC1,370$81.6K0.02%new13F-HRTimeline
SITTNER & NELSON, LLC1,213$80.9K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…1,337$79.6K0.01%13F-HRTimeline
Providence Capital Advisors, LLC1,329$79.1K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$77.5K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,300$77.4K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1,237$73.7K0.05%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$73.4K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,123$66.9K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC1,116$66.4K0.01%013F-HRTimeline
HOWE & RUSLING INC1,101$65.6K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC1,062$63.2K0.05%13F-HRTimeline
OPTIMA CAPITAL LLC1,014$60.4K0.03%new13F-HRTimeline
Global Trust Asset Management, LLC1,000$59.5K0.02%-1,21513F-HRTimeline
Arax Advisory Partners977$58.2K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC976$58.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.976$58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CGC Financial Services, LLC942$56.1K0.02%013F-HRTimeline
Nemes Rush Group LLC875$52.1K<0.01%+7913F-HRTimeline
IAG Wealth Partners, LLC852$50.7K0.01%013F-HRTimeline
Timmons Wealth Management, LLC834$49.7K0.05%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$49.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$44.6K<0.01%013F-HRTimeline
Intelligent Financial Strategies729$43.4K0.02%013F-HRTimeline
McIlrath & Eck, LLC719$42.8K<0.01%-50513F-HRTimeline
WealthShield Partners, LLC712$42.4K<0.01%013F-HRTimeline
STEPH & CO711$42.3K0.01%013F-HRTimeline
Financial Connections Group, Inc.680$40K0.01%013F-HRTimeline
Mascoma Wealth Management LLC575$34.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.557$33.2K<0.01%-9813F-HRTimelineGroup
Rossby Financial, LCC545$32.4K0.01%+713F-HRTimeline
Parallel Advisors, LLC541$32.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…508$30.2K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/497$29.6K<0.01%013F-HRTimeline
CoreFirst Bank & Trust443$26.4K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC396$23.6K<0.01%013F-HRTimeline
Transce3nd, LLC367$23.2K0.19%013F-HRTimeline
United Community Bankin group United Community Bank377$22.4K0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA369$22K0.01%-41713F-HRTimeline
Creative Capital Management Investments…356$21.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.319$19K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…309$18.4K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC253$15.1K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC170$10.1K<0.01%013F-HRTimeline
Truvestments Capital LLC163$9.71K<0.01%+113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.135$8.04K0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC116$6.92K<0.01%13F-HRTimeline
Westside Investment Management, Inc.114$6.84K<0.01%013F-HRTimeline
TRUST CO OF VERMONT57$3.39K<0.01%013F-HRTimeline
Trust Co44$2.62K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC44$2.61K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.36$2.14K<0.01%013F-HRTimeline
Archer Investment Corp35$2.08K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC31$1.85K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd20$1.19K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1$60<0.01%-1,60813F-HRTimeline
Private Wealth Asset Management, LLC1$60<0.01%-1,00813F-HRTimeline