DFAT DIMENSIONAL ETF TRUST
FollowUS 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management,… | 309 | $19.3K | 0.01% | 0 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 300 | $18.8K | <0.01% | +186 | 13F-HRTimeline |
| PITTENGER & ANDERSON INC | 253 | $15.8K | <0.01% | 0 | 13F-HRTimeline |
| EVERMAY WEALTH MANAGEMENT LLC | 174 | $10.9K | <0.01% | +4 | 13F-HRTimeline |
| Truvestments Capital LLC | 164 | $10.2K | <0.01% | +1 | 13F-HRTimeline |
| 1620 INVESTMENT ADVISORS, INC. | 135 | $8.43K | 0.01% | 0 | 13F-HRTimeline |
| True Link Financial Advisors, LLC | 60 | $3.75K | <0.01% | new | 13F-HR/ATimeline |
| Winch Advisory Services, LLC | 44 | $2.75K | <0.01% | 0 | 13F-HRTimeline |
| Trust Co | 44 | $2.75K | <0.01% | 0 | 13F-HRTimeline |
| Physician Wealth Advisors, Inc. | 36 | $2.25K | <0.01% | 0 | 13F-HRTimeline |
| Archer Investment Corp | 35 | $2.19K | <0.01% | 0 | 13F-HRTimeline |
| N.E.W. Advisory Services LLC | 31 | $1.94K | <0.01% | 0 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 13 | $820 | <0.01% | new | 13F-HRTimeline |
| Quest 10 Wealth Builders, Inc. | 10 | $625 | <0.01% | new | 13F-HRTimeline |
| SIGNATUREFD, LLC | 1 | $63 | <0.01% | 0 | 13F-HRTimeline |
| Private Wealth Asset Management, LLC | 1 | $62 | <0.01% | 0 | 13F-HRTimeline |