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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

731 managers (733 13F filers) reported a position in DFAT shares at 2025-09-30, 151,707,444 shares in all. 46 filers opened a position and 25 filers sold out during the quarter.

Managers
731
13F filers
733
New
46
Added
280
Reduced
245
Sold out
25
Shares held by filers
151,707,444

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding17,618,867$1.03B+757Timeline
Creative Planningin group Creative Planning13,907,074$810M0.62%-188,64713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP9,753,142$568M7.77%+399,57713F-HRTimelineGroup
Index Fund Advisors, Inc.6,520,506$380M18.41%+349,08713F-HRTimeline
Pure Financial Advisors, LLC4,959,303$289M4.6%+357,64613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,795,579$279M1.69%+6,95813F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,836,023$166M16.79%-21,85513F-HRTimeline
Asset Dedication, LLC2,513,072$146M9.83%+116,95513F-HRTimeline
Willow Creek Wealth Management Inc.2,153,099$125M10.32%+53,88213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,113,784$123M0.19%-57,36713F-HRTimeline
HighTower Advisors, LLC1,870,666$109M0.12%-24,53713F-HRTimeline
Trust Co of the South1,779,073$104M17.18%-16,31013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,686,551$98.2M0.03%+133,32713F-HRTimelineGroup
Apella Capital, LLC1,655,470$93.7M2.09%-1,60713F-HRTimeline
Truepoint, Inc.1,524,023$88.7M2.06%-11,22713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,482,190$86.3M0.14%-181,04913F-HRTimeline
Plancorp, LLC1,480,606$86.2M2.7%-55,05713F-HRTimeline
Abacus Wealth Partners, LLC1,441,668$83.9M12.07%-30,52313F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,390,328$81.2M21.33%+52,62613F-HRTimeline
Sequoia Financial Advisors, LLC1,295,374$75.4M0.46%+34,02413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,218,358$70.9M0.01%+19,88513F-HR/ATimelineGroup
LPL Financial LLC1,210,144$70.4M0.02%+25,07713F-HRTimeline
Premier Financial Group1,171,295$67.6M18.08%+3,09813F-HRTimeline
Evanson Asset Management, LLC1,095,335$63.8M3.6%-5,09313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,062,293$61.5M0.1%-38,46813F-HRTimelineGroup
Allworth Financial LP979,067$57M0.25%+53,06313F-HRTimeline
Sensible Money, LLC965,599$56.2M19.1%+62,40113F-HRTimeline
Team Hewins, LLC931,572$54.2M18.31%-44,46513F-HRTimeline
Empirical Financial Services, LLC d.b.a…906,255$52.8M1.06%-16,22413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP882,879$51.1M0.08%-1,387,78413F-HRTimelineGroup
Parkwoods Wealth Partners, LLC852,628$49.6M16.93%+212,38213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC838,816$48.8M20.94%+39213F-HRTimeline
Mariner, LLCin group Mariner, LLC815,034$47.4M0.06%-45,72313F-HRTimelineGroup
RW Investment Management LLC798,679$46.5M4.79%-848,42213F-HRTimeline
SAX WEALTH ADVISORS, LLC788,013$45.9M2.47%-47,68513F-HRTimeline
Modera Wealth Management, LLC777,675$45.3M0.52%-17,19913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC763,549$44.4M2.93%+55,40613F-HRTimeline
EARNED WEALTH ADVISORS, LLC747,201$43.5M7.16%-29,20013F-HRTimeline
Great Waters Wealth Management734,847$42.8M5.05%+44,39113F-HRTimeline
Joel Isaacson & Co., LLC731,470$42.6M1.54%+7,12713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC693,812$40.4M4.09%+107,60713F-HRTimeline
KEB ASSET MANAGEMENT, LLC688,392$40.1M8.99%-2,90913F-HRTimeline
Tumwater Wealth Management, LLC603,995$35.2M15.62%-4,55113F-HRTimeline
Cetera Investment Advisers580,105$33.8M0.04%+73,60713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO574,623$33.4M<0.01%+38,37113F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC553,247$32.2M0.64%-48,56713F-HRTimeline
EnRich Financial Partners LLC528,700$30.8M8.76%+1,95013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC518,479$30.2M0.01%-1,376,32313F-HRTimelineGroup
Aspen Wealth Management LLC508,502$29.6M6.57%+16,61713F-HRTimeline
First Command Advisory Services, Inc.504,527$29.4M0.21%-34,76013F-HRTimeline
Beaird Harris Wealth Management, LLC500,864$29.2M2.07%+2,02113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC496,372$28.9M3.38%+23,42913F-HRTimeline
Planning Center, Inc.494,791$28.8M3.02%-3,27413F-HRTimeline
TCI Wealth Advisors, Inc.478,831$27.9M1.66%-3,47013F-HRTimeline
UBS Group AGin group UBS Group AG467,620$27.2M0.01%+45,27113F-HRTimelineGroup
Financial Harvest, LLC462,825$26.9M18.15%+8,92213F-HRTimeline
PBMares Wealth Management LLC451,899$26.3M4.26%-35813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC450,153$26.2M0.06%-2,92713F-HRTimelineGroup
AE Wealth Management LLC444,646$25.9M0.16%-21,12913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC439,850$25.6M0.03%-9,95013F-HRTimeline
Watchman Group, Inc.432,188$25.2M6.09%-5,39213F-HRTimeline
TFC Financial Management, Inc.428,890$25M3.2%-1,89713F-HRTimeline
Squire Investment Management Company, L…427,948$24.9M8.11%+4,04013F-HRTimeline
Foster Group, Inc.424,828$24.7M0.78%-60,44713F-HRTimeline
Meritas Wealth Management, LLC421,864$24.6M12.16%-9,75613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.416,495$24.2M5.09%+4,87013F-HRTimeline
Confluence Wealth Services, Inc.410,361$23.9M1.18%+33,64513F-HRTimeline
Disciplined Equity Management, Inc.406,601$23.7M12.88%+4,41613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP403,300$23.5M0.04%new13F-HRTimelineGroup
Allen Capital Group, LLC399,024$23.2M2.22%+16,33613F-HRTimeline
Lauterbach Financial Advisors, LLC397,849$23.2M11.64%+1,95113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC393,997$22.9M0.75%+1,98413F-HRTimeline
Summit Financial Strategies, Inc.387,662$22.6M1.93%+16,06413F-HRTimeline
TFO Wealth Partners, LLC381,268$22.2M3.62%-1,70613F-HRTimeline
Babb Wealth Advisors LLC378,882$22.1M14.34%+20,36813F-HRTimeline
CHOREO, LLC359,739$20.9M0.27%-15,07713F-HRTimeline
Betterment LLC358,136$20.8M0.04%+15,17013F-HRTimeline
Cambridge Financial Group, LLC352,502$20.5M6.6%+71613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP349,310$20.5M0.01%+43,11513F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC349,554$20.3M4.6%+335,61413F-HRTimeline
Triune Financial Partners, LLC348,377$20.3M5.11%+11,18913F-HRTimeline
Tillman Hartley LLC347,386$20.2M5.23%-6,53113F-HRTimeline
Financial Engines Advisors L.L.C.345,184$20.1M0.04%+6,28913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC345,040$20.1M0.08%-32,84713F-HRTimelineGroup
WPWealth LLP337,815$19.7M3.21%-23,85313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC334,609$19.5M8.22%-3,83913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.331,235$19.3M8.37%+6,43813F-HRTimeline
CARDIFF PARK ADVISORS, LLC326,630$19M1.46%-85313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.325,254$18.9M0.14%+15,24613F-HRTimelineGroup
Sterling Wealth Management, Inc.322,180$18.8M5.68%+22,97913F-HRTimeline
RS CRUM INC.315,784$18.4M4.09%+4,58213F-HRTimeline
KELLY FINANCIAL GROUP LLC312,331$18.2M4.82%+11,54913F-HRTimeline
Visionary Wealth Advisors309,377$18M0.84%+45,93213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.304,219$17.7M5.6%+14,32113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp303,440$17.7M0.33%+6,78013F-HRTimelineGroup
LIBRA WEALTH LLC300,291$17.5M5.25%-11,69513F-HRTimeline
Prism Advisors, Inc.297,553$17.3M4.68%new13F-HRTimeline
Aspen Capital Management, LLC294,875$17.2M4.38%-4,40813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC293,835$17.1M11.36%-78,15713F-HRTimeline
BlueSky Wealth Advisors, LLC293,456$17.1M2.3%+4,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP293,151$17.1M0.02%+1,57513F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC290,556$16.9M9.93%+68113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…290,443$16.9M8.18%+4,38713F-HRTimeline
McMill Wealth Management282,820$16.5M4.69%-3,75213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC278,214$16.2M0.01%+121,36213F-HRTimelineGroup
Quantum Financial Advisors, LLC262,872$15.3M1.87%-7,47313F-HRTimeline
Tiller Private Wealth, Inc.253,581$14.8M5.25%+11,28213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248,881$14.5M<0.01%-37,75213F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC243,616$14.2M8.54%-10,03613F-HRTimeline
Larson Financial Group LLC242,212$14.1M0.5%-31,23613F-HRTimeline
McLean Asset Management Corp239,248$14.1M2.9%-19,23513F-HRTimeline
Altiora Financial Group, LLC237,832$13.8M2.53%-5,31313F-HRTimeline
Navigoe, LLC225,927$13.2M8.4%-3,67413F-HRTimeline
JDH Wealth Management, LLC225,901$13.1M9.33%-6,87613F-HRTimeline
HMV Wealth Advisors, LLC225,407$13.1M7.22%-5,29013F-HRTimeline
Graver Capital Management, LLC220,462$12.8M10.82%-3,21113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY219,714$12.8M<0.01%+18,42013F-HR/ATimelineGroup
Ruedi Wealth Management, Inc.218,041$12.7M3.55%+65813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska216,330$12.6M1.5%+1,29013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.213,374$12.4M3.19%-6,90813F-HRTimeline
OLIO Financial Planning211,407$12.3M3.61%+15,01013F-HRTimeline
Capstone Wealth Management, LLC206,350$12M9.25%+20713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC204,264$11.9M0.09%+30,23313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV200,936$11.7M2.15%+68,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,729$11.7M0.02%+38,62313F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC199,099$11.6M1.37%-2,30513F-HRTimeline
Beacon Pointe Advisors, LLC198,642$11.6M0.1%+37,01713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC196,446$11.4M1.81%+9,27613F-HRTimeline
ASPIRIANT, LLC191,941$11.2M0.34%-1,92713F-HRTimeline
Crestmont Private Wealth LLC189,559$11M3.65%+2,93613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS187,759$10.9M6.33%+12813F-HRTimeline
PINNEY & SCOFIELD, INC.184,035$10.7M6.65%-44513F-HRTimeline
MATHER GROUP, LLC.179,536$10.5M0.11%-16,37613F-HRTimeline
Robertson Stephens Wealth Management, L…176,910$10.3M0.31%-5,98613F-HRTimeline
New England Private Wealth Advisors LLC176,579$10.3M1.35%-3,51113F-HRTimeline
McKinley Carter Wealth Services, Inc.171,949$10M0.53%+1,81913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management170,818$9.94M0.34%-1,28813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC167,025$9.72M0.03%-297,44513F-HRTimeline
Kings Path Partners LLC165,234$9.62M3.54%+9,11013F-HRTimeline
Cambridge Investment Research Advisors,…161,668$9.41M0.03%-78,30013F-HRTimeline
Austin Asset Management Co Inc159,731$9.3M1.7%-1,98013F-HRTimeline
Activest Wealth Management159,311$9.27M1.88%+3,05013F-HRTimeline
VANCE WEALTH, LLC157,568$9.17M2.82%+1,69613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.157,560$9.17M2.51%-3,51613F-HRTimeline
Disciplined Investments, LLC155,852$9.07M3.61%+4,35513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…155,440$9.05M0.01%+13,99213F-HRTimelineGroup
Pillar Financial Advisors, LLC153,923$8.96M5.63%-38413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP151,700$8.83M0.06%+15,35213F-HR/ATimelineGroup
Vawter Financial, Ltd.149,952$8.73M3.96%+143,50113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS149,356$8.69M0.02%-8,19313F-HRTimeline
D.A. DAVIDSON & CO.147,634$8.59M0.05%+15,83413F-HRTimeline
Farther Finance Advisors, LLC145,940$8.5M0.13%+46,43813F-HRTimeline
American Investment Services, Inc.145,405$8.46M2.03%-1,56213F-HRTimeline
Efficient Advisors, LLC144,916$8.44M0.48%+22,66713F-HRTimeline
OMNI 360 Wealth, Inc.144,511$8.41M4.72%+13,95913F-HRTimeline
Timonier Family Office, LTD.142,393$8.29M2.72%-1,96713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC141,532$8.24M2.76%+11113F-HRTimeline
Gradient Capital Advisors, LLC140,382$8.17M2.19%+2913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC140,005$8.15M1.15%+19113F-HRTimeline
Lutz Financial Services LLC139,384$8.11M0.59%-2,22413F-HRTimeline
DiNuzzo Private Wealth, Inc.137,046$8.07M0.91%-1,30413F-HRTimeline
Pioneer Wealth Management Group136,337$7.94M2.56%+15,21413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP134,523$7.83M0.16%+1,70513F-HRTimeline
SCRATCH CAPITAL LLC132,384$7.71M5.08%-4613F-HRTimeline
Rather & Kittrell, Inc.129,997$7.57M1.32%+7113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding128,712$7.49M-13,537Timeline
Strategic Investment Solutions, Inc. /IL126,996$7.39M1.96%-26,57713F-HRTimeline
BWM Planning, LLC125,048$7.28M2.17%+9,47013F-HRTimeline
Lakeshore Financial Planning, Inc.123,911$7.21M2.68%+76113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC122,806$7.15M2.26%+2,01413F-HRTimeline
Mason Investment Advisory Services, Inc.119,908$6.98M0.35%+40713F-HRTimeline
Avondale Wealth Management119,780$6.97M3.71%-16,17613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …118,121$6.88M0.08%-40,29413F-HRTimelineGroup
SACHEM HILL LLC116,741$6.8M1.36%-4,60013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC116,675$6.79M1.12%-1,03613F-HRTimeline
City State Bank114,401$6.66M1.92%+7,51113F-HRTimeline
Seneschal Advisors, LLC113,593$6.61M4.8%+1,68913F-HRTimeline
Parkshore Wealth Management, Inc.112,642$6.56M2.67%-44713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.109,209$6.36M0.01%-9,18213F-HRTimelineGroup
Valued Wealth Advisors LLC106,437$6.2M2.87%-99713F-HRTimeline
FMB WEALTH MANAGEMENT106,186$6.18M2.62%+48313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,451$5.96M0.01%-3,61613F-HRTimelineGroup
Ariadne Wealth Management, LP104,099$5.95M2.66%+213F-HRTimeline
NewEdge Advisors, LLC101,144$5.89M0.03%+2,04613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC100,981$5.88M0.03%-8,47413F-HRTimelineGroup
M Holdings Securities, Inc.100,978$5.88M1.24%-3,70613F-HRTimeline
TAGStone Capital, Inc.99,281$5.78M2.29%+1,83413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.95,390$5.55M<0.01%+40,17813F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC93,521$5.44M3.71%-4,85113F-HRTimeline
SwitchPoint Financial Planning, LLC92,697$5.4M3.91%+18713F-HRTimeline
Cherry Tree Wealth Management, LLC91,153$5.31M1.16%-8,35813F-HRTimeline
Vestment Financial LLC90,718$5.3M3.02%+2,83413F-HRTimeline
Glassy Mountain Advisors, Inc.90,591$5.27M1.59%-17313F-HRTimeline
Gibson Capital, LLC90,201$5.25M0.97%-7,32213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…89,949$5.24M1.83%-4,68113F-HRTimeline
Bragg Financial Advisors, Inc89,188$5.19M0.17%+24813F-HRTimeline
CLARIS ADVISORS, LLC / MO /93,220$5.03M1.75%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC85,928$5M0.34%-62313F-HRTimeline
Mills Wealth Advisors LLC84,454$4.92M2%+3,71413F-HRTimeline
Porter White Investment Advisors, Inc.84,433$4.91M2.11%-1713F-HRTimeline