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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

717 managers (720 13F filers) reported a position in DFAT shares at 2025-06-30, 157,266,905 shares in all. 39 filers opened a position and 33 filers sold out during the quarter.

Managers
717
13F filers
720
New
39
Added
268
Reduced
251
Sold out
33
Shares held by filers
157,266,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Focus Partners Wealthgroup of 2 filers holding17,618,110$951M-282,282Timeline
Creative Planningin group Creative Planning14,095,721$761M0.65%+150,22713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP9,353,565$505M7.68%+476,52913F-HRTimelineGroup
Index Fund Advisors, Inc.6,171,419$333M18.7%-140,86713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,788,621$258M1.86%-90,31513F-HR/ATimelineGroup
Pure Financial Advisors, LLC4,601,657$248M4.37%+331,82113F-HRTimeline
EP Wealth Advisors, LLC3,270,120$176M1.16%+253,91713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,857,878$160M18.35%-20,83413F-HRTimeline
Asset Dedication, LLC2,396,117$129M9.39%+91,09313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,270,663$123M0.16%-579,77313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,171,151$122M0.2%+5,73913F-HRTimeline
Willow Creek Wealth Management Inc.2,099,217$113M10.19%+69,45013F-HRTimeline
HighTower Advisors, LLC1,895,203$102M0.13%-93,90113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,894,802$102M0.03%-11,93113F-HRTimelineGroup
Trust Co of the South1,795,383$96.9M17.2%+20,30713F-HRTimeline
Apella Capital, LLC1,657,077$92M2.49%+19,51113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,663,239$89.7M0.2%-77,12113F-HRTimeline
RW Investment Management LLC1,647,101$88.9M9.91%-10,54313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,553,224$83.8M0.03%+141,64013F-HRTimelineGroup
Plancorp, LLC1,535,663$82.9M2.87%-62,44713F-HRTimeline
Truepoint, Inc.1,535,250$82.8M2.06%+73,81113F-HRTimeline
Abacus Wealth Partners, LLC1,472,191$79.4M12.13%+151,94213F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,337,702$75M21.47%+124,64213F-HRTimeline
Sequoia Financial Advisors, LLC1,261,350$68.1M0.47%+246,92113F-HRTimeline
Premier Financial Group1,168,197$65.2M18.14%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,198,473$64.7M0.01%+91,36613F-HRTimelineGroup
LPL Financial LLC1,185,067$63.9M0.02%+51,17513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,100,761$60M0.11%+410,26713F-HRTimelineGroup
Evanson Asset Management, LLC1,100,428$59.4M3.69%+14,94213F-HRTimeline
Team Hewins, LLC976,037$52.7M18.99%-1,56313F-HRTimeline
Allworth Financial LP926,004$50M0.24%+113,13513F-HRTimeline
Empirical Financial Services, LLC d.b.a…922,479$49.8M1.13%+34,10913F-HRTimeline
Sensible Money, LLC903,198$48.7M18.47%+55,17313F-HRTimeline
Mariner, LLCin group Mariner, LLC860,757$46.4M0.07%+63,14013F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC838,424$45.2M20.68%+86213F-HRTimeline
SAX WEALTH ADVISORS, LLC835,698$45.1M2.72%-27,34113F-HRTimeline
Modera Wealth Management, LLC794,874$42.9M0.53%-18,43713F-HRTimeline
EARNED WEALTH ADVISORS, LLC776,401$41.9M8.21%-16,68513F-HRTimeline
Joel Isaacson & Co., LLC724,343$39.1M1.59%+28,71513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC708,143$38.2M2.77%+41,14013F-HRTimeline
KEB ASSET MANAGEMENT, LLC691,301$37.3M9.29%+48,80413F-HRTimeline
Great Waters Wealth Management690,456$37.3M4.85%+20,78213F-HRTimeline
Parkwoods Wealth Partners, LLC640,246$34.5M19.93%+9,83813F-HRTimeline
Tumwater Wealth Management, LLC608,546$32.8M15.26%+44,81413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC601,814$32.5M0.7%-83,46013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC586,205$31.6M3.9%-197,90513F-HRTimeline
First Command Advisory Services, Inc.539,287$29.1M0.25%+31,99313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO536,252$28.9M<0.01%+29,15313F-HRTimelineGroup
EnRich Financial Partners LLC526,750$28.4M8.73%+11,57313F-HRTimeline
Cetera Investment Advisers506,498$27.3M0.05%+127,79113F-HRTimeline
Beaird Harris Wealth Management, LLC498,843$26.9M2.08%+6,27213F-HRTimeline
Planning Center, Inc.498,065$26.9M2.97%+41,66713F-HRTimeline
Aspen Wealth Management LLC491,885$26.5M6.59%+125,39713F-HRTimeline
Foster Group, Inc.485,275$26.2M0.9%+20,25513F-HRTimeline
TCI Wealth Advisors, Inc.482,301$26M1.78%-6,57213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC472,943$25.5M3.26%+14,55013F-HRTimeline
Efficient Frontier Advisors LLC466,243$25.2M15.97%-33,83413F-HRTimeline
AE Wealth Management LLC465,775$25.1M0.18%+68,22113F-HRTimeline
MML INVESTORS SERVICES, LLC464,470$25.1M0.07%-36,31513F-HRTimeline
Financial Harvest, LLC453,903$24.5M18.31%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC453,080$24.4M0.06%-91,40713F-HRTimelineGroup
PBMares Wealth Management LLC452,257$24.4M4.47%+21,28513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC449,800$24.3M0.03%+14,94313F-HRTimeline
Watchman Group, Inc.437,580$23.6M6.16%+8,43313F-HRTimeline
Meritas Wealth Management, LLC431,620$23.3M12.8%-5,02913F-HRTimeline
TFC Financial Management, Inc.430,787$23.2M3.18%-97,20013F-HRTimeline
Squire Investment Management Company, L…423,908$22.9M8.43%-24,89613F-HRTimeline
UBS Group AGin group UBS Group AG422,349$22.8M<0.01%-4,07913F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.411,625$22.2M4.98%+12,06313F-HRTimeline
Disciplined Equity Management, Inc.402,185$21.7M12.74%+66,05413F-HRTimeline
Lauterbach Financial Advisors, LLC395,898$21.4M11.75%+14,73113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC392,013$21.2M0.74%+28,85513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC389,227$21M19.54%-37,65113F-HRTimeline
TFO Wealth Partners, LLC382,974$20.7M3.64%+23,64813F-HRTimeline
Allen Capital Group, LLC382,688$20.6M2.15%-1,48213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC377,887$20.4M0.08%-52,56313F-HRTimelineGroup
Confluence Wealth Services, Inc.376,716$20.3M1.11%+25,62013F-HRTimeline
CHOREO, LLC374,816$20.2M0.28%-54,66513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC371,992$20.1M12.17%-19,79213F-HRTimeline
Summit Financial Strategies, Inc.371,598$20.1M1.86%+44,57813F-HRTimeline
WPWealth LLP361,668$19.5M3.52%-115,09613F-HRTimeline
Babb Wealth Advisors LLC358,514$19.3M14.28%+15,29213F-HRTimeline
Tillman Hartley LLC353,917$19.1M5.4%-37,82613F-HRTimeline
Cambridge Financial Group, LLC351,786$19M7.13%+22,80513F-HRTimeline
Betterment LLC342,966$18.5M0.04%+33,40713F-HRTimeline
Financial Engines Advisors L.L.C.338,895$18.3M0.04%-54,57113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC338,448$18.3M8.19%+12,33313F-HRTimeline
Triune Financial Partners, LLC337,188$18.2M5.01%+3,45813F-HRTimeline
CARDIFF PARK ADVISORS, LLC327,483$17.7M1.53%-41,48313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.324,797$17.5M8.18%+29,66313F-HRTimeline
LIBRA WEALTH LLC311,986$16.8M5.5%+50,61213F-HRTimeline
RS CRUM INC.311,202$16.8M4.03%+20,43513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.310,008$16.7M0.14%+20,35013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP306,195$16.5M0.01%+67,61313F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC300,782$16.2M4.7%+31,44313F-HRTimeline
Aspen Capital Management, LLC299,283$16.1M4.53%-2,49413F-HRTimeline
Sterling Wealth Management, Inc.299,201$16.1M5.5%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp296,660$16M0.37%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP291,576$15.7M0.02%+1,63813F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.289,898$15.6M5.41%+19,11713F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC289,875$15.6M10.08%-2,97313F-HRTimeline
BlueSky Wealth Advisors, LLC289,256$15.6M2.27%+6,18813F-HRTimeline
McMill Wealth Management286,572$15.5M5.13%+7,24713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA286,633$15.5M<0.01%+36,20613F-HR/ATimelineGroup
Keyes, Stange & Wooten Wealth Managemen…286,056$15.4M8.01%+3,69313F-HRTimeline
Larson Financial Group LLC273,448$14.8M0.59%-50,99213F-HRTimeline
Quantum Financial Advisors, LLC270,345$14.6M1.97%-29,02713F-HRTimeline
McLean Asset Management Corp258,483$14.5M3.81%-2,69513F-HRTimeline
Visionary Wealth Advisors263,445$14.2M0.73%+10,47413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC253,652$13.7M8.89%-8,96013F-HRTimeline
Altiora Financial Group, LLC243,145$13.1M2.56%+3,70813F-HRTimeline
Tiller Private Wealth, Inc.242,299$13.1M4.97%+138,81113F-HRTimeline
Cambridge Investment Research Advisors,…239,968$12.9M0.04%-11,78913F-HRTimeline
Rise Advisors, LLC234,148$12.6M5.02%+9,93013F-HRTimeline
JDH Wealth Management, LLC232,777$12.6M9.62%-8,53513F-HRTimeline
HMV Wealth Advisors, LLC230,697$12.4M8.16%+65,50013F-HRTimeline
Navigoe, LLC229,601$12.4M9.35%-68613F-HRTimeline
Graver Capital Management, LLC223,673$12.1M10.67%+21,01613F-HRTimeline
ShankerValleau Wealth Advisors, Inc.220,282$11.9M3.39%+5,78113F-HRTimeline
Ruedi Wealth Management, Inc.217,383$11.7M3.48%-37,00213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska215,040$11.6M1.57%+15,98413F-HRTimelineGroup
Capstone Wealth Management, LLC206,143$11.1M9.75%+18313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC201,404$10.9M1.37%-4,84213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY201,294$10.9M<0.01%+8,06213F-HRTimelineGroup
OLIO Financial Planning196,397$10.6M3.34%+15,95413F-HRTimeline
MATHER GROUP, LLC.195,912$10.6M0.11%-74,70713F-HRTimeline
ASPIRIANT, LLC193,868$10.5M0.33%+3,72713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC187,170$10.3M1.87%+5,88913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS187,631$10.1M6.94%-1,62713F-HRTimeline
Better Money Decisions, LLC187,289$10.1M6.14%+9,43013F-HRTimeline
Crestmont Private Wealth LLC186,623$10.1M3.64%-28513F-HRTimeline
PINNEY & SCOFIELD, INC.184,480$9.95M6.74%-1,13013F-HRTimeline
New England Private Wealth Advisors LLC180,090$9.89M1.45%-87,28913F-HRTimeline
Robertson Stephens Wealth Management, L…182,896$9.87M0.34%-1,60313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC174,031$9.39M0.09%+34,00413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management172,106$9.29M0.33%-1,34813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.170,130$9.18M0.51%+3,35213F-HRTimeline
Austin Asset Management Co Inc161,711$8.73M1.7%-39513F-HRTimeline
Beacon Pointe Advisors, LLC161,625$8.72M0.09%-11413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.161,076$8.69M2.57%+30613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,106$8.63M0.02%+43,25113F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,415$8.55M0.11%-90613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS157,549$8.5M0.02%+8,04713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC156,852$8.46M0.01%+31,89513F-HRTimelineGroup
Activest Wealth Management156,261$8.43M2.03%-4,42613F-HRTimeline
Kings Path Partners LLC156,124$8.42M3.39%+36,26613F-HRTimeline
VANCE WEALTH, LLC155,872$8.41M2.84%+14,80113F-HRTimeline
Pillar Financial Advisors, LLC154,307$8.33M5.75%+9013F-HRTimeline
Strategic Investment Solutions, Inc. /IL153,573$8.28M2.5%-99,36913F-HRTimeline
Disciplined Investments, LLC151,497$8.17M3.46%+12,89813F-HRTimeline
American Investment Services, Inc.146,967$7.93M2.02%-15,63913F-HRTimeline
Timonier Family Office, LTD.144,360$7.79M2.91%-6,03913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding142,249$7.68M+34,563Timeline
Lutz Financial Services LLC141,608$7.64M0.59%+35513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,448$7.63M0.01%+27,51113F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC141,421$7.63M2.71%-53,11013F-HRTimeline
Gradient Capital Advisors, LLC140,353$7.57M2.24%+1,04913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC139,814$7.54M1.18%-30913F-HRTimeline
DiNuzzo Private Wealth, Inc.138,350$7.47M0.89%-1,98013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP136,348$7.36M0.05%-66913F-HRTimelineGroup
Avondale Wealth Management135,956$7.34M4.1%-25,77313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV132,919$7.17M1.56%+62,14213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP132,818$7.17M0.16%+24,45213F-HRTimeline
SCRATCH CAPITAL LLC132,430$7.15M5.81%-27,24513F-HRTimeline
D.A. DAVIDSON & CO.131,800$7.11M0.05%+5,00113F-HRTimeline
Passive Capital Management, LLC.128,609$7.11M2.21%+3413F-HRTimeline
OMNI 360 Wealth, Inc.130,552$7.04M4.37%-7,28713F-HR/ATimeline
Rather & Kittrell, Inc.129,926$7.01M1.39%+3,12513F-HRTimeline
Lakeshore Financial Planning, Inc.123,150$6.65M2.67%-6,06413F-HRTimeline
Efficient Advisors, LLC122,249$6.6M0.39%+15,44213F-HRTimeline
SACHEM HILL LLC121,341$6.55M1.34%+13,94313F-HRTimeline
Pioneer Wealth Management Group121,123$6.54M2.42%+2,26313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC120,792$6.52M2.37%+8,79713F-HRTimeline
Mason Investment Advisory Services, Inc.119,501$6.45M0.35%+49013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.118,391$6.39M0.01%-223,50613F-HRTimelineGroup
Simplicity Wealth,LLC118,316$6.38M0.27%+47,98713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC117,711$6.35M1.15%-48713F-HRTimeline
BWM Planning, LLC115,578$6.24M2.15%-72,37413F-HRTimeline
Parkshore Wealth Management, Inc.113,089$6.1M2.98%+19,82013F-HRTimeline
Seneschal Advisors, LLC111,904$6.04M4.76%-48113F-HRTimeline
Ariadne Wealth Management, LP104,097$5.98M2.86%-21,83813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC109,455$5.91M0.03%-62,66613F-HRTimelineGroup
Valued Wealth Advisors LLC107,434$5.8M3.02%+29,03113F-HRTimeline
City State Bank106,890$5.77M1.81%-71013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,067$5.72M0.01%-2,41913F-HRTimelineGroup
FMB WEALTH MANAGEMENT105,703$5.7M2.72%-83413F-HRTimeline
Annandale Capital, LLC104,970$5.66M1.04%+10,39213F-HRTimeline
M Holdings Securities, Inc.104,684$5.65M0.97%new13F-HRTimeline
Cherry Tree Wealth Management, LLC99,511$5.37M1.25%+28513F-HRTimeline
Farther Finance Advisors, LLC99,502$5.37M0.11%-23,38713F-HRTimeline
NewEdge Advisors, LLC99,098$5.35M0.03%+1,39313F-HRTimeline
TAGStone Capital, Inc.97,447$5.32M2.19%+10,02713F-HRTimeline
CogentBlue Wealth Advisors, LLC98,372$5.31M4.06%+6,65013F-HRTimeline
Gibson Capital, LLC97,523$5.26M1.04%+40013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…94,630$5.11M1.95%-9,91413F-HRTimeline
CLARIS ADVISORS, LLC / MO /93,220$5.03M1.75%+12,30013F-HRTimeline
SwitchPoint Financial Planning, LLC92,510$4.99M4.09%-8713F-HRTimeline
Vestment Financial LLC87,884$4.9M3.11%+6,48513F-HRTimeline
Glassy Mountain Advisors, Inc.90,764$4.9M1.58%-73,33613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP89,162$4.81M<0.01%+61,94813F-HRTimelineGroup