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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

816 managers (822 13F filers) reported a position in DFAT shares at 2026-03-31, 166,259,464 shares in all. 55 filers opened a position and 26 filers sold out during the quarter.

Managers
816
13F filers
822
New
55
Added
301
Reduced
268
Sold out
26
Shares held by filers
166,259,464

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,796$362K<0.01%-113F-HRTimelineGroup
Tranquility Partners, LLC5,738$358K0.14%+11713F-HRTimeline
Advisory Services Network, LLC5,733$358K<0.01%-94513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,720$357K0.03%013F-HRTimeline
Whalen Wealth Management Inc.5,717$357K0.19%+1913F-HRTimeline
Vision Capital Management, Inc.5,699$356K0.04%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,658$353K0.08%013F-HRTimeline
Oath Planning, LLC5,657$353K0.31%-2813F-HRTimeline
HANOVER ADVISORS INC5,595$349K0.14%013F-HRTimeline
Discipline Wealth Solutions, LLC5,579$348K0.04%+1,35913F-HRTimeline
PINNACLE ASSOCIATES LTD5,544$346K<0.01%+6013F-HRTimeline
Yoder Wealth Management, Inc.5,541$346K0.16%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,514$344K0.02%+6013F-HRTimeline
Venture Visionary Partners LLC5,498$343K0.01%+113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,506$343K0.02%013F-HRTimeline
Everest Financial Group LLC5,459$341K0.06%new13F-HRTimeline
AMARILLO NATIONAL BANK5,455$341K0.06%013F-HRTimeline
Cypress Point Wealth Management, LLC5,407$338K0.07%-7013F-HRTimeline
Signal Advisors Wealth, LLC5,336$333K0.02%+1,36613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,324$332K<0.01%013F-HRTimelineGroup
Goldstein Advisors, LLC5,310$332K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB5,300$331K0.01%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,082$331K0.19%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC5,288$330K0.05%013F-HRTimeline
Accredited Investors Inc.5,279$330K0.02%+97813F-HRTimeline
Towneley Capital Management, Inc / DE5,258$328K0.07%+1713F-HRTimeline
Bannerstone Capital Management, LLC5,254$328K0.3%+3413F-HRTimeline
NorthRock Partners, LLC5,233$327K0.01%+97813F-HRTimeline
Mustard Seed Financial, LLC5,204$325K0.19%013F-HRTimeline
PEAVINE CAPITAL, LLC5,188$324K0.07%013F-HRTimeline
Fiduciary Alliance LLC4,974$322K0.02%+39313F-HRTimeline
FinDec Wealth Services, Inc.5,143$321K0.39%-3413F-HRTimeline
Integrated Advisors Network LLC5,138$321K0.02%-64213F-HRTimeline
Independent Advisor Alliance5,103$319K<0.01%new13F-HRTimeline
VestGen Advisors, LLC4,750$315K0.01%-19213F-HRTimeline
Moss Adams Wealth Advisors LLC5,022$314K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,018$313K0.02%+3,89513F-HRTimelineGroup
Brookwood Investment Group LLC5,004$312K0.04%-30013F-HRTimeline
McCartney Wealth Management LLC4,978$311K0.26%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,932$308K<0.01%-11013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,891$306K0.21%+1613F-HRTimeline
Stonebridge Financial Group, LLC / MO4,868$304K0.26%+45013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,846$303K0.01%013F-HRTimelineGroup
Disciplined Investors, L.L.C.4,844$302K0.18%+813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,830$302K<0.01%-10113F-HRTimelineGroup
Smith Partners Wealth Management, LLC4,802$300K0.27%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,764$298K<0.01%-4713F-HRTimelineGroup
Clarity Capital Advisors, LLC4,697$293K0.14%013F-HRTimeline
LongView Wealth Management4,500$293K0.07%-9,60013F-HRTimeline
Gryphon Financial Partners LLC4,686$293K0.03%013F-HRTimeline
Third View Private Wealth, LLC4,638$290K0.04%013F-HRTimeline
Fisher Asset Management, LLC4,637$290K<0.01%+1,24013F-HRTimeline
Significant Wealth Partners LLC4,611$288K0.35%013F-HRTimeline
World Investment Advisors4,576$286K<0.01%new13F-HRTimeline
Ellenbecker Investment Group4,575$286K0.04%+413F-HRTimeline
SCS Capital Management LLC4,457$278K<0.01%new13F-HRTimeline
North Capital, Inc.4,428$277K0.23%+1413F-HRTimeline
Destination Wealth Management4,428$277K0.01%013F-HRTimeline
Woodside Wealth Management LLC4,320$270K0.21%013F-HRTimeline
Accretive Wealth Partners, LLC4,316$270K0.08%new13F-HRTimeline
Kera Capital Partners, Inc.4,298$268K0.03%new13F-HRTimeline
GeoWealth Management, LLC4,297$268K0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,296$268K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.4,268$267K0.01%+36113F-HRTimeline
Key Financial Inc4,200$262K0.05%-32113F-HRTimeline
Oder Investment Management, LLC4,195$262K0.2%+48913F-HRTimeline
Crescent Grove Advisors, LLC4,144$259K0.03%new13F-HRTimeline
Washington Trust Advisors, Inc.4,139$258K0.02%-11113F-HRTimeline
FF Advisors,LLC3,868$258K0.1%013F-HRTimeline
Flagstone Financial Management4,113$257K0.06%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO4,105$256K0.04%-78013F-HRTimeline
SilverOak Wealth Management LLC4,094$256K0.04%013F-HRTimeline
UMB Bank, n.a.4,091$255K<0.01%+2,10813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DRIVE WEALTH MANAGEMENT, LLC4,083$255K0.05%+213F-HRTimeline
Mokosak Advisory Group, LLC4,053$253K0.06%+1413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,035$252K<0.01%+813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,033$252K<0.01%+6013F-HRTimelineGroup
Core Wealth Management, Inc.4,025$251K0.08%013F-HRTimeline
Winter & Associates, Inc.3,974$251K0.22%-83113F-HRTimeline
HEFFERNAN ADVISORY, INC4,018$251K0.23%+1213F-HRTimeline
CGN Advisors LLC4,017$251K0.02%-94813F-HRTimeline
Pacifica Partners Inc.4,000$250K0.08%013F-HRTimeline
D'Orazio & Associates, Inc.3,983$249K0.03%013F-HRTimeline
Robinswood Financial LLC3,978$248K0.08%+413F-HR/ATimeline
Two West Capital Advisors LLC3,742$247K0.13%new13F-HRTimeline
Nova R Wealth, Inc.3,949$247K0.08%+1313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,949$247K<0.01%+27913F-HRTimelineGroup
GoalVest Advisory LLC3,900$244K0.05%-15013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,900$244K0.15%-15013F-HRTimeline
GDS Wealth Management3,881$242K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,867$241K<0.01%-14,62513F-HRTimelineGroup
NWAM LLC3,828$239K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,814$238K<0.01%+1313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,800$237K<0.01%013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC3,735$233K0.01%-1,01813F-HRTimeline
Private Advisory Group LLC3,734$233K0.02%new13F-HRTimeline
Prism Planning Partners LLC3,732$233K0.28%013F-HRTimeline
Fermata Advisors, LLC3,727$233K0.05%+1213F-HRTimeline
Granite Bay Wealth Management, LLC3,717$232K0.05%013F-HRTimeline
Western Wealth Management, LLC3,710$232K0.01%new13F-HR/ATimeline
FFT WEALTH MANAGEMENT LLC3,709$232K0.04%013F-HRTimeline
Ironwood Financial, llc3,653$228K0.04%013F-HRTimeline
Cypress Wealth Services, LLC3,645$228K0.03%+513F-HRTimeline
Americana Partners, LLC3,640$227K0.01%013F-HRTimeline
Everhart Financial Group, Inc.3,636$227K0.02%new13F-HRTimeline
Caldwell Trust Co3,606$225K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC3,605$225K0.12%013F-HRTimeline
Brooklyn Investment Group3,598$225K0.01%new13F-HRTimeline
SLT Holdings LLC3,565$223K0.16%013F-HRTimeline
Integrity Investment Advisors, LLC3,524$220K0.12%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,517$220K0.01%-13213F-HRTimelineGroup
Avantax Planning Partners, Inc.3,479$217K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,442$215K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,428$214K0.01%new13F-HRTimeline
Harbor Group, Inc.3,422$214K0.03%-6213F-HRTimeline
Align Financial, LLC3,342$209K0.12%-195,64113F-HRTimeline
SJS Investment Consulting Inc.3,336$208K0.03%013F-HRTimeline
Balanced Rock Investment Advisors LLC3,323$208K0.15%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,323$207K0.03%-10613F-HRTimeline
Canal Capital Management, LLC3,319$207K0.03%new13F-HRTimeline
Weil Company, Inc.3,312$207K0.05%new13F-HRTimeline
Elmwood Wealth Management, Inc.3,296$206K0.06%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,291$206K0.01%-2,77413F-HRTimelineGroup
Novak & Powell Financial Services, Inc.3,290$205K0.11%new13F-HRTimeline
First Bancorp, Inc /ME/3,286$205K0.1%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,280$205K0.02%new13F-HRTimeline
One Day In July LLC3,277$205K0.02%new13F-HRTimeline
Marble Wealth, LLC3,271$204K0.04%new13F-HRTimeline
WestHill Financial Advisors, Inc.3,261$204K0.04%new13F-HRTimeline
SAGE RHINO CAPITAL LLC3,260$204K0.04%new13F-HRTimeline
Invariant Investment Management3,090$201K0.12%new13F-HRTimeline
Advyzon Investment Management, LLC3,207$200K0.02%new13F-HRTimeline
Financial Concepts Unlimited, Inc.3,204$200K0.18%13F-HRTimeline
Red Tortoise LLC3,175$198K0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,123$195K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,093$193K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,942$184K0.01%+613F-HRTimeline
Signature Equity Partners, LLC2,903$181K0.1%-52313F-HRTimeline
Prosperity Bancshares Inc2,733$171K0.14%013F-HRTimeline
Operose Advisors LLC2,714$169K0.04%+72513F-HRTimeline
Abound Wealth Management2,642$165K0.04%+34413F-HRTimeline
Hurley Capital, LLC2,554$159K0.09%+713F-HRTimeline
Princeton Global Asset Management LLC2,500$156K0.03%013F-HRTimeline
Clearstead Advisors, LLC2,499$156K<0.01%013F-HRTimeline
Forum Finance Group S.A.3,070$155K0.08%13F-HRTimeline
MOTCO2,352$147K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,333$146K0.01%+2613F-HRTimeline
Investors Research Corp2,238$140K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,115$132K0.06%-8413F-HRTimeline
BankChampaign, National Association2,063$129K0.13%+2,02513F-HRTimeline
Glassman Wealth Services2,054$128K0.02%013F-HRTimeline
S.A. Mason LLC2,029$127K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,991$124K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC1,649$103K0.02%+413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,637$102K0.16%new13F-HRTimeline
Coston, McIsaac & Partners1,401$87K0.02%-4613F-HRTimeline
WHITTIER TRUST CO1,329$83.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,337$83.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC1,329$83K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,301$81.2K0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,300$81.2K0.01%013F-HRTimeline
Arax Advisory Partners1,264$80.1K<0.01%+28713F-HRTimeline
JPL Wealth Management, LLC1,272$79.4K0.02%new13F-HR/ATimeline
Retirement Wealth Solutions LLC1,237$77.3K0.05%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,233$77K0.05%013F-HRTimeline
SITTNER & NELSON, LLC1,213$75.8K0.03%013F-HRTimeline
John A. Wolfe & Associates, Inc.1,163$72.7K0.11%new13F-HRTimeline
Trifecta Capital Advisors, LLC1,116$69.7K0.01%013F-HRTimeline
HOWE & RUSLING INC1,101$68.8K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,089$68K0.02%new13F-HRTimeline
CDKV HOLDINGS LLC1,062$66.3K0.06%013F-HRTimeline
Global Trust Asset Management, LLC1,000$62.5K0.02%013F-HRTimeline
Nemes Rush Group LLC978$61.1K0.01%+10313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.976$61K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FOSTER DYKEMA CABOT & PARTNERS, LLC976$61K<0.01%013F-HRTimeline
CGC Financial Services, LLC942$58.8K0.02%013F-HRTimeline
Magnolia Wealth Management, LLC908$56.7K0.03%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC868$54.2K<0.01%13F-HRTimelineGroup
IAG Wealth Partners, LLC852$53.2K0.01%013F-HRTimeline
Timmons Wealth Management, LLC834$52.1K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$52K0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT816$50.9K0.03%new13F-HRTimeline
Parallel Advisors, LLC811$50.6K<0.01%+27013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC749$49.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC712$44.5K<0.01%013F-HRTimeline
STEPH & CO711$44.4K0.01%013F-HRTimeline
Financial Connections Group, Inc.680$42K0.01%013F-HRTimeline
Mascoma Wealth Management LLC575$35.9K0.01%013F-HRTimeline
Rossby Financial, LCC549$34.4K0.01%+413F-HRTimeline
Signature Resources Capital Management,…520$32.4K0.02%+1213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/497$31K<0.01%013F-HRTimeline
McIlrath & Eck, LLC448$28K<0.01%-27113F-HRTimeline
CoreFirst Bank & Trust443$27.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC396$24.7K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank377$23.5K0.01%013F-HRTimelineGroup
DecisionPoint Financial, LLC371$23.2K<0.01%new13F-HRTimeline
Transce3nd, LLC367$22.9K0.2%013F-HRTimeline
Community Financial Services Group, LLC357$22.4K<0.01%new13F-HRTimeline
Creative Capital Management Investments…356$22.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.319$19.9K0.01%013F-HRTimeline