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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

846 managers (856 13F filers) reported a position in DFAT shares at 2026-06-30, 165,648,836 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
846
13F filers
856
New
63
Added
285
Reduced
284
Sold out
26
Shares held by filers
165,648,836

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CGC Financial Services, LLC942$65.8K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC868$60.7K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC852$59.6K0.01%013F-HRTimeline
Timmons Wealth Management, LLC834$58.3K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…832$58.2K0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT818$57.2K0.03%+213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/806$56.3K0.02%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC749$52.4K<0.01%013F-HRTimeline
STEPH & CO711$49.7K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC617$43.1K0.01%-1,03213F-HRTimeline
Mascoma Wealth Management LLC575$40.2K0.01%013F-HRTimeline
Signature Resources Capital Management,…520$36.3K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/497$34.7K<0.01%013F-HRTimeline
Rossby Financial, LCC490$34.3K0.01%-5913F-HRTimeline
Qube Research & Technologies Ltd475$33.2K<0.01%new13F-HRTimeline
CoreFirst Bank & Trust443$31K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC398$27.8K<0.01%+22413F-HRTimeline
United Community Bankin group United Community Bank377$26.4K0.01%013F-HRTimelineGroup
Transce3nd, LLC367$25.6K0.23%013F-HRTimeline
Community Financial Services Group, LLC357$24.9K<0.01%013F-HRTimeline
Creative Capital Management Investments…356$24.9K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.326$22.8K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.319$22.3K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.315$22K<0.01%new13F-HR/ATimeline
Smallwood Wealth Investment Management,…309$21.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$21K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners288$20.1K<0.01%new13F-HRTimelineGroup
Evolution Advisers, Inc.288$20K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC253$17.7K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC171$12K<0.01%-91813F-HRTimeline
Truvestments Capital LLC164$11.5K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.135$9.44K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC112$8K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC102$7.13K<0.01%new13F-HRTimeline
LifeSteps Financial, Inc.78$5.45K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT57$3.98K<0.01%13F-HRTimeline
Horizon Investments, LLC47$3.29K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC44$3.09K<0.01%013F-HRTimeline
Trust Co44$3.08K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.36$2.52K<0.01%013F-HRTimeline
Archer Investment Corp35$2.45K<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC31$2.17K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.10$699<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$350<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1$71<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1$70<0.01%013F-HRTimeline