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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

716 managers (717 13F filers) reported a position in DFAT shares at 2025-03-31, 154,825,232 shares in all. 40 filers opened a position and 34 filers sold out during the quarter.

Managers
716
13F filers
717
New
40
Added
289
Reduced
224
Sold out
34
Shares held by filers
154,825,232

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Partners Wealthgroup of 2 filers holding17,900,392$922M+891,997Timeline
Creative Planningin group Creative Planning13,945,494$718M0.68%-126,34913F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP8,877,036$457M7.57%-67,92613F-HRTimelineGroup
Index Fund Advisors, Inc.6,312,286$325M20.1%-884,00013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,878,936$251M2.13%-253,48613F-HR/ATimelineGroup
Pure Financial Advisors, LLC4,269,836$220M4.6%+252,97313F-HRTimeline
EP Wealth Advisors, LLC3,016,203$155M1.24%+784,89513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,850,436$147M0.24%+88,27413F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,878,712$136M18.11%-75,46513F-HRTimeline
Asset Dedication, LLC2,305,024$119M9.63%+20,45513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,165,412$111M0.21%-106,43013F-HRTimeline
Willow Creek Wealth Management Inc.2,029,767$105M10.18%+76,93013F-HRTimeline
HighTower Advisors, LLC1,989,104$102M0.14%-53,69113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,906,733$98.2M0.03%-36,19813F-HRTimelineGroup
Trust Co of the South1,775,076$91.4M19.1%-32,76813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,740,360$89.6M0.21%+234,01413F-HRTimeline
RW Investment Management LLC1,657,644$85.4M10.49%-68,72213F-HRTimeline
Plancorp, LLC1,598,110$82.3M3.26%-11,27813F-HRTimeline
Apella Capital, LLC1,637,566$79.6M2.73%-39,77813F-HRTimeline
Truepoint, Inc.1,461,439$75.2M2.04%-8,87813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,411,584$72.7M0.03%+167,81513F-HRTimelineGroup
Abacus Wealth Partners, LLC1,320,249$68M10.23%-1,84613F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,213,060$67M22.39%013F-HRTimeline
LPL Financial LLC1,133,892$58.4M0.02%+149,66513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,107,107$57M0.01%+143,50913F-HRTimelineGroup
Evanson Asset Management, LLC1,085,486$55.9M3.96%-21,88613F-HRTimeline
Sequoia Financial Advisors, LLC1,014,429$52.2M0.4%+216,33913F-HRTimeline
Team Hewins, LLC977,600$50.3M19.56%-9,03913F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…888,370$45.7M1.18%+30,00713F-HRTimeline
SAX WEALTH ADVISORS, LLC863,039$44.4M3.18%-14,98413F-HRTimeline
Sensible Money, LLC848,025$43.7M18.71%+55,98713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC837,562$43.1M21.48%+12,53213F-HRTimeline
Modera Wealth Management, LLC813,311$41.9M0.57%-23,23813F-HRTimeline
Mariner, LLCin group Mariner, LLC797,617$41.1M0.07%+107,27913F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC793,086$40.8M8.96%-7,71813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC784,110$40.4M5.5%-20,96413F-HRTimeline
Allworth Financial LP812,869$40M0.23%+3013F-HRTimeline
Joel Isaacson & Co., LLC695,628$35.8M1.62%+29,97413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC690,494$35.6M0.07%-2,77613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC685,274$35.3M0.85%-118,20613F-HRTimeline
Great Waters Wealth Management669,674$34.5M4.78%-30,02213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC667,003$34.3M2.65%+74,44413F-HRTimeline
KEB ASSET MANAGEMENT, LLC642,497$33.1M9.41%+17,76413F-HRTimeline
Parkwoods Wealth Partners, LLC630,408$32.5M21.93%+44,65613F-HRTimeline
Tumwater Wealth Management, LLC563,732$29M15.14%+12,14013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC544,487$28M0.08%+1,28813F-HRTimelineGroup
TFC Financial Management, Inc.527,987$27.2M4.16%-9,38613F-HRTimeline
EnRich Financial Partners LLC515,177$26.5M8.91%+2,57713F-HRTimeline
First Command Advisory Services, Inc.507,294$26.1M0.25%+50,59813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO507,099$26.1M<0.01%+45,60213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC500,785$25.8M0.09%+157,51313F-HRTimeline
Efficient Frontier Advisors LLC500,077$25.7M16.75%+2,15313F-HRTimeline
Beaird Harris Wealth Management, LLC492,571$25.4M2.16%-6,71813F-HRTimeline
TCI Wealth Advisors, Inc.488,873$25.2M2.02%-10,87813F-HRTimeline
WPWealth LLP476,764$24.5M4.85%-10,60313F-HRTimeline
Foster Group, Inc.465,020$23.9M0.9%-2,51313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC458,393$23.6M3.36%+29,22613F-HRTimeline
Planning Center, Inc.456,398$23.5M2.78%+10,06213F-HRTimeline
Squire Investment Management Company, L…448,804$23.1M9.63%+6,07413F-HRTimeline
Meritas Wealth Management, LLC436,649$22.5M13.19%-8,08413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC434,857$22.4M0.03%+18,35613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC430,450$22.2M0.1%+15,30513F-HRTimelineGroup
PBMares Wealth Management LLC430,972$22.2M4.44%+9,58913F-HRTimeline
CHOREO, LLC429,481$22.1M0.34%-60,64813F-HRTimeline
Watchman Group, Inc.429,147$22.1M6.19%-21,96813F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC426,878$22M20.13%-39,25713F-HRTimeline
UBS Group AGin group UBS Group AG426,428$22M<0.01%+3,36013F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.399,562$20.6M5.28%+8,35413F-HRTimeline
AE Wealth Management LLC397,554$20.5M0.17%+37,43013F-HRTimeline
Financial Engines Advisors L.L.C.393,466$20.3M0.04%-5,17213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC391,784$20.2M12.67%+14,15913F-HRTimeline
Tillman Hartley LLC391,743$20.2M5.87%-9,99013F-HRTimeline
Allen Capital Group, LLC384,170$19.8M2.27%+14,41813F-HRTimeline
Lauterbach Financial Advisors, LLC381,167$19.6M12.23%+3,17813F-HRTimeline
Cetera Investment Advisers378,707$19.5M0.04%-43,26713F-HRTimeline
CARDIFF PARK ADVISORS, LLC368,966$19M1.84%+6,35913F-HRTimeline
Aspen Wealth Management LLC366,488$18.9M5.34%+48,75313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC363,158$18.7M0.69%+9,02813F-HRTimeline
TFO Wealth Partners, LLC359,326$18.5M3.67%-32,87113F-HRTimeline
Babb Wealth Advisors LLC343,222$17.7M14.16%+12,86213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.341,897$17.6M0.03%-3,81413F-HRTimelineGroup
Disciplined Equity Management, Inc.336,131$17.3M12.04%+3,50313F-HRTimeline
Triune Financial Partners, LLC333,730$17.2M5.46%+4,33013F-HRTimeline
Cambridge Financial Group, LLC328,981$16.9M7.19%-7,57813F-HRTimeline
Confluence Wealth Services, Inc.351,096$16.9M1.07%+11,77813F-HRTimeline
Summit Financial Strategies, Inc.327,020$16.8M1.7%+14,78713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC326,115$16.8M8.54%-51013F-HRTimeline
Larson Financial Group LLC324,440$16.7M0.79%-12,95513F-HRTimeline
Betterment LLC309,559$15.9M0.04%+46,77913F-HRTimeline
Aspen Capital Management, LLC301,777$15.5M4.97%13F-HRTimeline
Quantum Financial Advisors, LLC299,372$15.4M2.3%+1,91613F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.295,134$15.2M7.98%+10,65613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC292,848$15.1M10.78%-1,59013F-HRTimeline
RS CRUM INC.290,767$15M4.03%-2,00413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP289,938$14.9M0.02%-77813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.289,658$14.9M0.14%+14,55213F-HRTimelineGroup
Sandy Spring Bank289,000$14.9M0.63%+30,39413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC262,612$14.6M9.82%+3,28513F-HRTimeline
Adero Partners, LLC283,406$14.6M0.95%-4,58213F-HRTimeline
BlueSky Wealth Advisors, LLC283,068$14.6M2.26%+4,60913F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…282,363$14.5M8.26%+2,91013F-HRTimeline
McMill Wealth Management279,325$14.4M5.18%+14,30213F-HRTimeline
MATHER GROUP, LLC.270,619$13.9M0.16%+51,16713F-HRTimeline
KELLY FINANCIAL GROUP LLC269,339$13.9M4.33%+31,36413F-HRTimeline
New England Private Wealth Advisors LLC267,379$13.8M2.13%-2,92713F-HRTimeline
LIBRA WEALTH LLC261,374$13.5M5.05%-3,52613F-HRTimeline
Ruedi Wealth Management, Inc.254,385$13.1M4.1%+3,18213F-HRTimeline
Visionary Wealth Advisors252,971$13M0.78%+3,96213F-HRTimeline
Strategic Investment Solutions, Inc. /IL252,942$13M3.77%+1,97313F-HRTimeline
Cambridge Investment Research Advisors,…251,757$13M0.04%+6,56813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250,427$12.9M<0.01%+147,66513F-HR/ATimelineGroup
Henrickson Nauta Wealth Advisors, Inc.270,781$12.5M5.13%+23,09813F-HRTimeline
JDH Wealth Management, LLC241,312$12.4M10.66%-2,81213F-HRTimeline
Altiora Financial Group, LLC239,437$12.3M2.62%+6,37713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP238,582$12.3M0.01%+37,51913F-HR/ATimelineGroup
Navigoe, LLC230,287$11.9M10.27%-1,55613F-HRTimeline
McLean Asset Management Corp261,178$11.7M3.86%+14,66613F-HRTimeline
Rise Advisors, LLC224,218$11.5M5.1%+66,18413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.214,501$11M3.59%+28,40213F-HRTimeline
Cook Wealth, LLC222,309$11M5.32%-3,68313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206,246$10.6M1.47%-5,37413F-HRTimeline
Capstone Wealth Management, LLC205,960$10.6M10.57%-2,37613F-HRTimeline
Graver Capital Management, LLC202,657$10.4M10.64%+14,51613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska199,056$10.2M1.56%-63,20313F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC194,531$10M3.89%+52213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY193,232$9.95M<0.01%+11,26013F-HRTimelineGroup
ASPIRIANT, LLC190,141$9.79M0.34%+17,08013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS189,258$9.74M7.71%-8,52113F-HRTimeline
BWM Planning, LLC187,952$9.68M4.1%-4,12113F-HRTimeline
Crestmont Private Wealth LLC186,908$9.62M4.17%new13F-HRTimeline
PINNEY & SCOFIELD, INC.185,610$9.56M6.92%-69113F-HRTimeline
Robertson Stephens Wealth Management, L…184,499$9.5M0.36%-1,28113F-HRTimeline
OLIO Financial Planning180,443$9.29M3.21%+15,24213F-HRTimeline
Better Money Decisions, LLC177,859$9.16M6.11%+1,62813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH174,712$9M2.72%-90,13013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management173,454$8.93M0.29%+4,29013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC172,121$8.86M0.04%-54,83213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.166,778$8.59M0.53%+6,95113F-HRTimeline
HMV Wealth Advisors, LLC165,197$8.51M6.75%+65,82013F-HRTimeline
Glassy Mountain Advisors, Inc.164,100$8.45M2.99%-39713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC181,281$8.4M1.83%+4,35413F-HRTimeline
American Investment Services, Inc.162,606$8.37M1.47%+1,55713F-HRTimeline
Austin Asset Management Co Inc162,106$8.35M1.74%-3,09913F-HRTimeline
Beacon Pointe Advisors, LLC161,739$8.33M0.09%-34,39013F-HRTimeline
Avondale Wealth Management161,729$8.33M5.24%+18,55113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.160,770$8.28M2.66%-2,09813F-HRTimeline
Activest Wealth Management160,687$8.27M2.22%+5,92913F-HRTimeline
SCRATCH CAPITAL LLC159,675$8.22M8.49%-31,97713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …159,321$8.2M0.12%+2,69313F-HRTimelineGroup
Vawter Financial, Ltd.157,541$8.11M4.55%-2,15313F-HRTimeline
Pillar Financial Advisors, LLC154,217$7.94M5.92%-11813F-HRTimeline
Timonier Family Office, LTD.150,399$7.74M3.42%-4,99913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS149,502$7.7M0.02%+19,49113F-HRTimeline
Lutz Financial Services LLC141,253$7.27M0.6%-2,83913F-HRTimeline
VANCE WEALTH, LLC141,071$7.26M2.73%+130,59713F-HRTimeline
DiNuzzo Private Wealth, Inc.140,330$7.23M0.91%-2,07213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC140,123$7.21M1.38%+79313F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC140,027$7.21M0.09%+18,54813F-HRTimelineGroup
Gradient Capital Advisors, LLC139,304$7.17M2.34%+3,67813F-HRTimeline
Disciplined Investments, LLC138,599$7.14M3.28%+16,83913F-HRTimeline
OMNI 360 Wealth, Inc.137,839$7.1M4.75%+4,86013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP137,017$7.06M0.05%-34813F-HRTimelineGroup
FINANCIAL CONSULATE, INC135,835$6.99M1.77%new13F-HRTimeline
MBB PUBLIC MARKETS I LLC132,267$6.81M0.78%-641,73313F-HR/ATimeline
Lakeshore Financial Planning, Inc.129,214$6.65M2.77%-148,70513F-HRTimeline
Passive Capital Management, LLC.128,575$6.62M2.1%-5,84113F-HRTimeline
Rather & Kittrell, Inc.126,801$6.53M1.42%-10413F-HRTimeline
D.A. DAVIDSON & CO.126,799$6.53M0.05%+4,39813F-HRTimeline
Ariadne Wealth Management, LP125,935$6.45M3.37%+113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC124,957$6.43M0.01%+50,72313F-HRTimelineGroup
Farther Finance Advisors, LLC122,889$6.35M0.16%+46,79113F-HRTimeline
Kings Path Partners LLC119,858$6.17M3.02%+17,47313F-HRTimeline
Mason Investment Advisory Services, Inc.119,011$6.13M0.37%+26113F-HRTimeline
Pioneer Wealth Management Group118,860$6.12M2.64%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC118,198$6.09M1.21%+2,02613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,855$6.07M0.01%+24,35113F-HRTimelineGroup
Good Life Advisors, LLC117,671$6.06M0.43%-7,03413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…113,937$5.87M<0.01%-94,94613F-HRTimelineGroup
Seneschal Advisors, LLC112,385$5.79M4.97%+23213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC111,995$5.77M2.31%+7,22213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…104,544$5.69M2.32%+6,26613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,486$5.59M0.01%-2,24213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP108,366$5.58M0.14%-2,06613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.107,686$5.54M0.08%-3,02013F-HRTimelineGroup
City State Bank107,600$5.54M1.83%+14,87613F-HRTimeline
SACHEM HILL LLC107,398$5.53M1.09%+413F-HRTimeline
Efficient Advisors, LLC106,807$5.5M0.36%-6,45213F-HR/ATimeline
FMB WEALTH MANAGEMENT106,537$5.49M3.03%-40613F-HRTimeline
Tiller Private Wealth, Inc.103,488$5.33M2.22%new13F-HRTimeline
MAI Capital Management102,720$5.29M0.04%+57813F-HRTimeline
Cherry Tree Wealth Management, LLC99,226$5.11M1.23%-61813F-HRTimeline
Lionshead Wealth Management, LLC97,712$5.03M5.23%-31,48713F-HRTimeline
NewEdge Advisors, LLC97,705$5.03M0.03%-14313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…97,154$5M1.51%+2,42313F-HRTimeline
Gibson Capital, LLC97,123$5M1.05%-31113F-HR/ATimeline
Annandale Capital, LLC94,578$4.87M0.91%-55613F-HRTimeline
1900 WEALTH MANAGEMENT LLC93,413$4.81M0.4%+14,53413F-HRTimeline
Parkshore Wealth Management, Inc.93,269$4.8M2.79%-1,75013F-HRTimeline
SwitchPoint Financial Planning, LLC92,597$4.77M4.52%+12213F-HRTimeline
Mills Wealth Advisors LLC92,135$4.74M2.52%+11,71213F-HRTimeline