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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

712 managers (713 13F filers) reported a position in DFAT shares at 2024-12-31, 155,328,062 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
712
13F filers
713
New
31
Added
242
Reduced
216
Sold out
18
Shares held by filers
155,328,062

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Focus Partners Wealthgroup of 2 filers holding17,008,395$947M+1,198,435Timeline
Creative Planningin group Creative Planning14,071,843$783M0.76%-72,01913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP8,944,962$498M8.25%+161,58313F-HR/ATimelineGroup
Index Fund Advisors, Inc.7,196,286$401M21.65%-173,23313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,132,422$286M2.25%-58,14013F-HRTimelineGroup
Pure Financial Advisors, LLC4,016,863$224M5.08%+458,50913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,954,177$164M20.78%+95,25613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,762,162$153M0.25%-9,97313F-HRTimelineGroup
Asset Dedication, LLC2,284,569$127M10.01%+91,24613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,271,842$126M0.24%-77,10913F-HR/ATimeline
EP Wealth Advisors, LLC2,231,308$124M1.01%+382,65313F-HRTimeline
HighTower Advisors, LLC2,042,795$114M0.16%-22613F-HRTimeline
Willow Creek Wealth Management Inc.1,952,837$109M11.08%+126,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,942,931$108M0.03%-115,01513F-HRTimelineGroup
Trust Co of the South1,807,844$101M20.49%-19,74913F-HRTimeline
RW Investment Management LLC1,726,366$96.1M11.71%-164,99813F-HRTimeline
Apella Capital, LLC1,677,344$93.4M3.58%-76,40313F-HRTimeline
Plancorp, LLC1,609,388$89.6M3.68%-25,37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,506,346$83.8M0.2%-744,66713F-HRTimeline
Truepoint, Inc.1,470,317$81.8M2.19%-15,29913F-HRTimeline
Abacus Wealth Partners, LLC1,322,095$73.6M10.99%+132,42813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,243,769$69.2M0.03%13F-HR/ATimelineGroup
GREAT OAK CAPITAL PARTNERS, LLC1,213,060$67M22.39%+8,76513F-HRTimeline
Evanson Asset Management, LLC1,107,372$61.6M4.22%-4,46313F-HRTimeline
Team Hewins, LLC986,639$54.9M21.48%-15,36213F-HR/ATimeline
LPL Financial LLC984,227$54.8M0.02%+118,23413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/963,598$53.6M<0.01%+41,86713F-HRTimelineGroup
Merriman Wealth Management, LLC880,267$49M2.04%-39,59813F-HRTimeline
SAX WEALTH ADVISORS, LLC878,023$48.9M3.82%-17,30013F-HRTimeline
Empirical Financial Services, LLC d.b.a…858,363$47.8M1.3%+12,07913F-HRTimeline
Allworth Financial LP812,839$46.8M0.26%+188,66513F-HRTimeline
Modera Wealth Management, LLC836,549$46.6M0.56%-34,99313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC825,030$45.9M21.1%-7,71113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC805,074$44.8M5.92%-3,76813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC803,480$44.7M1.03%-50,73313F-HRTimeline
EARNED WEALTH ADVISORS, LLC800,804$44.6M14.26%-2,51613F-HRTimeline
Sequoia Financial Advisors, LLC798,090$44.4M0.43%+14,39713F-HR/ATimeline
Sensible Money, LLC792,038$44.1M19.33%+43,16113F-HRTimeline
MBB PUBLIC MARKETS I LLC774,000$43.1M5.11%+5,10313F-HRTimeline
Elser Financial Planning, Inc706,144$39.3M2.87%new13F-HRTimeline
Great Waters Wealth Management699,696$38.9M5%+89,72613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC693,270$38.6M0.08%-14,46713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC690,338$38.4M0.06%+61,01513F-HRTimelineGroup
Joel Isaacson & Co., LLC665,654$37.1M1.67%+9,02713F-HRTimeline
KEB ASSET MANAGEMENT, LLC624,733$34.8M10.01%-4,12413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC592,559$33M2.59%+144,08813F-HRTimeline
Parkwoods Wealth Partners, LLC585,752$32.6M25.93%+18,84613F-HRTimeline
Hill Investment Group Partners, LLC572,127$31.8M4.27%-66,15313F-HRTimeline
Tumwater Wealth Management, LLC551,592$30.7M16.1%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC543,199$30.2M0.08%+10,60413F-HRTimelineGroup
TFC Financial Management, Inc.537,373$29.9M4.73%-3,16413F-HRTimeline
EnRich Financial Partners LLC512,600$28.5M9.5%-4,24513F-HRTimeline
TCI Wealth Advisors, Inc.499,751$27.8M2.32%-7,74213F-HRTimeline
Beaird Harris Wealth Management, LLC499,289$27.8M2.4%-6,37513F-HRTimeline
Efficient Frontier Advisors LLC497,924$27.7M18.33%-5,23813F-HRTimeline
CHOREO, LLC490,129$27.3M0.39%-13,08213F-HRTimeline
WPWealth LLP487,367$27.1M5.54%+21,38113F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC466,135$26.6M20.54%-6,14213F-HRTimeline
Foster Group, Inc.467,533$26M0.99%-39,55713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO461,497$25.7M<0.01%+201,74713F-HRTimelineGroup
First Command Advisory Services, Inc.456,696$25.4M0.24%+38,41013F-HRTimeline
Watchman Group, Inc.451,115$25.1M6.59%-8,53813F-HRTimeline
Planning Center, Inc.446,336$24.8M3.15%-7,21013F-HRTimeline
Meritas Wealth Management, LLC444,733$24.8M14.89%-17,21113F-HRTimeline
Squire Investment Management Company, L…442,730$24.6M10.84%-1,35613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC429,167$23.9M3.45%+18,06913F-HRTimeline
UBS Group AGin group UBS Group AG423,068$23.5M0.01%-20,39913F-HRTimelineGroup
Cetera Investment Advisers421,974$23.5M0.05%+27,07213F-HRTimeline
PBMares Wealth Management LLC421,383$23.5M4.79%+6,13313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC416,501$23.2M0.03%+21,91613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC415,145$23.1M0.1%-8,37313F-HRTimelineGroup
Tillman Hartley LLC401,733$22.4M6.42%-1,40013F-HRTimeline
Financial Harvest, LLC398,953$22.2M18.74%13F-HRTimeline
Financial Engines Advisors L.L.C.398,638$22.2M0.05%+122,34113F-HRTimeline
TFO Wealth Partners, LLC392,197$21.8M10.36%-6,54913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.391,208$21.8M5.87%+3,10713F-HRTimeline
Lauterbach Financial Advisors, LLC377,989$21M12.77%-9,70313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC377,625$21M13.88%13F-HRTimeline
Allen Capital Group, LLC369,752$20.6M2.52%-2,65413F-HRTimeline
CARDIFF PARK ADVISORS, LLC362,607$20.2M1.93%+77013F-HRTimeline
AE Wealth Management LLC360,124$20M0.17%+35,54313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC354,130$19.7M0.73%-1,27913F-HRTimeline
Confluence Wealth Services, Inc.339,318$19.6M1.27%+39,57013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.345,711$19.2M0.04%-14,40613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC343,272$19.1M0.07%+6,08513F-HRTimeline
Larson Financial Group LLC337,395$18.8M0.97%-26,89013F-HRTimeline
Cambridge Financial Group, LLC336,559$18.7M8.01%+10,04813F-HRTimeline
Disciplined Equity Management, Inc.332,628$18.5M12%-5,73013F-HRTimeline
Babb Wealth Advisors LLC330,360$18.4M14.82%13F-HRTimeline
Triune Financial Partners, LLC329,400$18.3M5.77%+4,62313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC326,625$18.2M9.26%+40,98213F-HRTimeline
Aspen Wealth Management LLC317,735$17.7M5.24%+313,81413F-HRTimeline
Summit Financial Strategies, Inc.312,233$17.4M1.92%+24,46113F-HRTimeline
Quantum Financial Advisors, LLC297,456$16.6M2.52%-12,65813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC294,438$16.4M11.59%+1,09513F-HRTimeline
RS CRUM INC.292,771$16.3M4.02%-2,98113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP290,716$16.2M0.03%+6,76813F-HRTimelineGroup
Adero Partners, LLC287,988$16M1.03%-5,52013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.284,478$15.8M8.45%13F-HRTimeline
Sterling Wealth Management, Inc.279,506$15.6M5.75%+18,21313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…279,453$15.6M9.17%+5,17013F-HRTimeline
BlueSky Wealth Advisors, LLC278,459$15.5M2.42%+3,54413F-HRTimeline
Lakeshore Financial Planning, Inc.277,919$15.5M6.6%-2,36313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,106$15.3M0.15%+17,54413F-HRTimelineGroup
New England Private Wealth Advisors LLC270,306$15M2.38%-5,68513F-HRTimeline
McMill Wealth Management265,023$14.8M5.97%13F-HRTimeline
LIBRA WEALTH LLC264,900$14.7M5.73%-8,02913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH264,842$14.7M4.35%+2,12513F-HRTimeline
Betterment LLC262,780$14.6M0.03%+13,82713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska262,259$14.6M2.37%13F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC259,327$14.4M9.63%-44213F-HRTimeline
Sandy Spring Bank258,606$14.4M0.58%+7,47913F-HRTimeline
Ruedi Wealth Management, Inc.251,203$14M4.41%+16,70213F-HRTimeline
Visionary Wealth Advisors249,009$13.9M0.81%+13,08413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.247,683$13.8M5.6%+15,23113F-HRTimeline
McLean Asset Management Corp246,512$13.7M4.12%-5,14213F-HRTimeline
Cambridge Investment Research Advisors,…245,189$13.6M0.05%-1,41913F-HRTimeline
JDH Wealth Management, LLC244,124$13.6M11.92%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL250,969$13.4M4.47%-3,76813F-HRTimeline
KELLY FINANCIAL GROUP LLC237,975$13.2M4.71%13F-HRTimeline
Cook Wealth, LLC225,992$13.1M6.12%+5,81413F-HRTimeline
Altiora Financial Group, LLC233,060$13M2.82%+25,38313F-HRTimeline
Navigoe, LLC231,843$12.9M12.6%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC226,953$12.6M0.07%+39,92613F-HRTimelineGroup
MATHER GROUP, LLC.219,452$12.2M0.16%-37,94713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC211,620$11.8M1.67%-3,39713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…208,883$11.6M0.01%+7,47313F-HRTimelineGroup
Capstone Wealth Management, LLC208,336$11.6M11.33%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP201,063$11.2M0.01%+48,26913F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS197,779$11M9.06%-2,21713F-HRTimeline
Beacon Pointe Advisors, LLC196,129$10.9M0.12%-13,35213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC194,009$10.8M4.02%+9,81913F-HRTimeline
BWM Planning, LLC192,073$10.7M4.65%-7,91413F-HRTimeline
SCRATCH CAPITAL LLC191,652$10.7M13.03%13F-HRTimeline
Graver Capital Management, LLC188,141$10.5M10.94%13F-HRTimeline
PINNEY & SCOFIELD, INC.186,301$10.4M7.85%13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.186,099$10.4M3.33%-7,77013F-HRTimeline
Robertson Stephens Wealth Management, L…185,780$10.3M0.37%-1,70813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY181,972$10.1M<0.01%+42,37913F-HR/ATimelineGroup
Better Money Decisions, LLC176,231$9.81M6.8%+18,91913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC176,927$9.67M2.12%+77813F-HRTimeline
ASPIRIANT, LLC173,061$9.63M0.35%+1,31313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management169,164$9.42M0.29%+1,77113F-HRTimelineGroup
Austin Asset Management Co Inc165,205$9.2M1.83%-4,38113F-HRTimeline
OLIO Financial Planning165,201$9.2M3.23%+121,86513F-HRTimeline
Glassy Mountain Advisors, Inc.164,497$9.16M3.13%+1,33413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.162,868$9.07M2.92%-4,91013F-HRTimeline
American Investment Services, Inc.161,049$8.96M1.59%-2,51113F-HR/ATimeline
McKinley Carter Wealth Services, Inc.159,827$8.9M0.54%+8,05713F-HRTimeline
Vawter Financial, Ltd.159,694$8.89M5.34%-5,68313F-HRTimeline
Rise Advisors, LLC158,034$8.8M4.23%-89113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …156,628$8.72M0.13%+51613F-HRTimelineGroup
Timonier Family Office, LTD.155,398$8.65M4.44%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Activest Wealth Management154,758$8.61M2.41%+10,74113F-HRTimeline
Pillar Financial Advisors, LLC154,335$8.59M6.58%13F-HRTimeline
Lutz Financial Services LLC144,092$8.02M0.65%-1,79813F-HRTimeline
Avondale Wealth Management143,178$7.97M5.11%+10,61213F-HRTimeline
DiNuzzo Private Wealth, Inc.142,402$7.93M1%-3,22013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC139,330$7.75M1.29%-2,05113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP137,365$7.65M0.06%+19613F-HRTimelineGroup
RFG Advisory, LLC135,794$7.56M0.21%+10,42313F-HRTimeline
Gradient Capital Advisors, LLC135,626$7.55M2.43%-40913F-HRTimeline
Passive Capital Management, LLC.134,416$7.48M2.63%+5113F-HRTimeline
OMNI 360 Wealth, Inc.132,979$7.4M4.92%+23,69913F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS130,011$7.24M0.02%+10313F-HRTimeline
Lionshead Wealth Management, LLC129,199$7.19M5.2%13F-HRTimeline
Ariadne Wealth Management, LP125,934$7.18M3.29%-3513F-HRTimeline
Rather & Kittrell, Inc.126,905$7.06M1.66%-3,15113F-HRTimeline
Good Life Advisors, LLC124,705$6.94M0.51%+1,24713F-HRTimeline
D.A. DAVIDSON & CO.122,401$6.81M0.06%+1,38613F-HRTimeline
Disciplined Investments, LLC121,760$6.78M3.34%+2,93013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC121,479$6.76M0.07%+11,83513F-HRTimelineGroup
Mason Investment Advisory Services, Inc.118,750$6.61M0.39%+29713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC116,172$6.47M1.37%-11,95913F-HRTimeline
Efficient Advisors, LLC113,259$6.3M0.41%+13,45713F-HRTimeline
Seneschal Advisors, LLC112,153$6.24M5.22%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP110,900$6.17M0.01%+82,90013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP110,728$6.16M0.01%-4,22213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.110,706$6.16M0.09%-2,42913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP110,432$6.15M0.15%+87,55513F-HRTimeline
SACHEM HILL LLC107,394$5.98M1.25%-1,67813F-HRTimeline
FMB WEALTH MANAGEMENT106,943$5.95M3.35%-3,61113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC104,773$5.83M2.27%-33313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,762$5.72M<0.01%+28,66613F-HRTimelineGroup
Kings Path Partners LLC102,385$5.7M2.43%+9,07313F-HRTimeline
MAI Capital Management102,142$5.69M0.04%-1,14713F-HRTimeline
Cherry Tree Wealth Management, LLC99,844$5.56M1.38%-3,52613F-HRTimeline
HMV Wealth Advisors, LLC99,377$5.53M5.54%13F-HRTimeline
Carlson Capital Management99,247$5.52M0.24%-3,87413F-HRTimeline
FinDec Wealth Services, Inc.98,714$5.49M3.82%-11,74413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…98,278$5.47M2.16%-1,93613F-HRTimeline
NewEdge Advisors, LLC97,848$5.45M0.03%+3,46713F-HRTimeline
Gibson Capital, LLC97,434$5.42M1.11%-2,50013F-HRTimeline
CogentBlue Wealth Advisors, LLC96,591$5.38M4.73%13F-HRTimeline
Annandale Capital, LLC95,134$5.29M1.05%+3,71613F-HRTimeline
Parkshore Wealth Management, Inc.95,019$5.29M3.18%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…94,731$5.27M1.59%+33,91713F-HRTimeline
TAGStone Capital, Inc.93,812$5.22M2.57%+2,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,504$5.2M0.01%+22,58613F-HR/ATimelineGroup
City State Bank92,724$5.16M1.82%+5,06513F-HRTimeline