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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

790 managers (794 13F filers) reported a position in DFAT shares at 2025-12-31, 164,690,943 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
790
13F filers
794
New
32
Added
271
Reduced
248
Sold out
25
Shares held by filers
164,690,943

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding18,579,026$1.11B+960,159Timeline
Creative Planningin group Creative Planning13,707,684$816M0.58%-199,39013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP10,207,476$608M7.91%+454,33413F-HRTimelineGroup
Index Fund Advisors, Inc.6,442,632$384M18%-77,87413F-HRTimeline
Pure Financial Advisors, LLC5,330,417$317M4.69%+371,11413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,830,800$288M1.64%+35,22113F-HRTimelineGroup
EP Wealth Advisors, LLC4,183,471$249M1.29%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,833,951$175M16.52%-2,07213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,724,033$162M0.22%+1,841,15413F-HR/ATimelineGroup
Asset Dedication, LLC2,600,142$155M10.16%+87,07013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,013,264$124M0.17%-100,52013F-HRTimeline
HighTower Advisors, LLC1,848,642$110M0.12%-22,02413F-HRTimeline
Trust Co of the South1,820,738$108M17.43%+41,66513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,778,841$106M0.03%+92,29013F-HRTimelineGroup
Apella Capital, LLC1,649,140$98.2M1.94%-6,33013F-HRTimeline
Truepoint, Inc.1,504,669$89.6M2.02%-19,35413F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,457,860$86.8M6.15%+710,65913F-HR/ATimeline
Plancorp, LLC1,439,385$85.7M2.59%-41,22113F-HRTimeline
Smartleaf Asset Management LLC1,419,609$85.4M3.24%+1,403,94013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,424,039$84.8M0.13%-58,15113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,397,654$83.9M21.04%+7,32613F-HRTimeline
Abacus Wealth Partners, LLC1,366,881$81.4M7.98%-74,78713F-HRTimeline
Sequoia Financial Advisors, LLC1,339,926$79.8M0.45%+44,55213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,305,611$77.7M0.01%+87,25313F-HRTimelineGroup
LPL Financial LLC1,260,968$75.1M0.02%+50,82413F-HRTimeline
Premier Financial Group1,189,189$71.1M18.53%+17,89413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,072,273$64.9M0.09%+9,98013F-HRTimelineGroup
Evanson Asset Management, LLC1,083,707$64.5M3.48%-11,62813F-HRTimeline
Sensible Money, LLC1,020,908$60.8M19.41%+55,30913F-HRTimeline
Allworth Financial LP1,007,945$60M0.25%+28,87813F-HRTimeline
Team Hewins, LLC925,776$55.1M17.76%-5,79613F-HRTimeline
Empirical Financial Services, LLC d.b.a…918,385$54.7M0.98%+12,13013F-HRTimeline
Parkwoods Wealth Partners, LLC867,921$51.7M15.2%+15,29313F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC840,720$50.1M20.43%+1,90413F-HRTimeline
Mariner, LLCin group Mariner, LLC838,675$49.9M0.06%+23,64113F-HRTimelineGroup
Great Waters Wealth Management823,389$49M5.39%+88,54213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC807,183$48.1M3.1%+43,63413F-HRTimeline
Joel Isaacson & Co., LLC792,905$47.2M1.56%+61,43513F-HRTimeline
SAX WEALTH ADVISORS, LLC757,412$45.1M2.12%-30,60113F-HRTimeline
Three Arch Wealth Management LLC744,251$44.3M8.3%13F-HRTimeline
Modera Wealth Management, LLC743,398$44.3M0.51%-34,27713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.712,009$43.9M6.48%+407,79013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC699,495$41.6M4.09%+5,68313F-HRTimeline
KEB ASSET MANAGEMENT, LLC690,485$41.1M8.33%+2,09313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO645,992$38.5M<0.01%+71,36913F-HRTimelineGroup
Tumwater Wealth Management, LLC631,087$37.6M15.31%+27,09213F-HRTimeline
Cetera Investment Advisers625,279$37.2M0.04%+45,17413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC614,086$36.6M0.01%+95,60713F-HRTimelineGroup
Richard Young Associates, Ltd.553,710$33M25.75%13F-HRTimeline
EnRich Financial Partners LLC527,981$31.4M8.57%-71913F-HRTimeline
Aspen Wealth Management LLC524,971$31.3M6.56%+16,46913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC506,055$30.1M0.57%-47,19213F-HRTimeline
Beaird Harris Wealth Management, LLC496,848$29.6M2.04%-4,01613F-HRTimeline
Financial Harvest, LLC487,424$29M17.92%+24,59913F-HRTimeline
First Command Advisory Services, Inc.485,284$28.9M0.2%-19,24313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC482,657$28.7M3.15%-13,71513F-HRTimeline
TCI Wealth Advisors, Inc.477,900$28.5M1.57%-93113F-HRTimeline
Planning Center, Inc.461,138$27.5M2.8%-33,65313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC457,432$27.2M0.06%+7,27913F-HRTimelineGroup
NorthAvenue LLC446,623$26.6M22.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP443,452$26.4M0.02%+94,14213F-HRTimelineGroup
UBS Group AGin group UBS Group AG440,865$26.2M0.01%-26,75513F-HRTimelineGroup
Squire Investment Management Company, L…433,290$25.8M7.81%+5,34213F-HRTimeline
Watchman Group, Inc.432,662$25.8M6.15%+47413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC429,132$25.6M0.03%-10,71813F-HRTimeline
Babb Wealth Advisors LLC428,563$25.5M14.41%+49,68113F-HRTimeline
AE Wealth Management LLC427,364$25.4M0.15%-17,28213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.427,169$25.4M4.82%+10,67413F-HRTimeline
Confluence Wealth Services, Inc.426,378$25.4M1.05%+16,01713F-HRTimeline
TFC Financial Management, Inc.424,669$25.3M3.17%-4,22113F-HRTimeline
Disciplined Equity Management, Inc.417,953$24.9M12.89%+11,35213F-HRTimeline
Summit Financial Strategies, Inc.412,629$24.6M2.02%+24,96713F-HRTimeline
Meritas Wealth Management, LLC410,390$24.4M11.75%-11,47413F-HRTimeline
Allen Capital Group, LLC408,773$24.3M2.24%+9,74913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC406,939$24.2M0.09%+61,89913F-HRTimelineGroup
Foster Group, Inc.401,964$23.9M0.72%-22,86413F-HRTimeline
TFO Wealth Partners, LLC396,409$23.6M3.53%+15,14113F-HRTimeline
Lauterbach Financial Advisors, LLC396,265$23.6M11.54%-1,58413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC381,772$22.7M0.72%-12,22513F-HRTimeline
Triune Financial Partners, LLC352,005$22.3M5.22%+3,62813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.362,045$21.6M7.75%+30,81013F-HRTimeline
Guardian Wealth Management, LLC361,753$21.5M6.83%13F-HRTimeline
Betterment LLC357,340$21.3M0.04%-79613F-HRTimeline
CHOREO, LLC353,401$21.3M0.27%-6,33813F-HRTimeline
Sterling Wealth Management, Inc.350,032$20.8M5.95%+27,85213F-HRTimeline
Tillman Hartley LLC345,544$20.6M5.16%-1,84213F-HRTimeline
Financial Engines Advisors L.L.C.342,488$20.4M0.04%-2,69613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.342,356$20.4M0.14%+17,10213F-HRTimelineGroup
Visionary Wealth Advisors339,548$20.2M0.91%+30,17113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC331,712$19.8M8.07%-2,89713F-HRTimeline
Cambridge Financial Group, LLC351,609$19.7M6.85%-89313F-HRTimeline
KELLY FINANCIAL GROUP LLC326,315$19.4M4.94%+13,98413F-HRTimeline
KILNER CAPITAL ADVISORS, LLC324,801$19.3M18.46%13F-HRTimeline
Prism Advisors, Inc.324,410$19.3M5.15%+26,85713F-HRTimeline
RS CRUM INC.322,141$19.2M3.83%+6,35713F-HRTimeline
CARDIFF PARK ADVISORS, LLC305,774$18.2M1.5%-20,85613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC301,329$17.9M11.11%+7,49413F-HRTimeline
LIBRA WEALTH LLC299,176$17.8M4.98%-1,11513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC296,170$17.6M0.01%+17,95613F-HRTimelineGroup
WPWealth LLP295,960$17.6M2.76%-41,85513F-HRTimeline
BlueSky Wealth Advisors, LLC295,551$17.6M2.32%+2,09513F-HRTimeline
Beacon Pointe Advisors, LLC294,922$17.6M0.12%+96,28013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp293,185$17.5M0.33%-10,25513F-HRTimelineGroup
Aspen Capital Management, LLC292,835$17.4M4.32%-2,04013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC292,219$17.4M9.75%+1,66313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV290,535$17.3M2.7%+89,59913F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…290,400$17.3M8.19%-4313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP290,074$17.3M0.02%-3,07713F-HRTimelineGroup
McMill Wealth Management279,357$16.6M4.68%-3,46313F-HRTimeline
Tiller Private Wealth, Inc.270,527$16.1M5.73%+16,94613F-HRTimeline
Quantum Financial Advisors, LLC256,606$15.3M1.72%-6,26613F-HRTimeline
McLean Asset Management Corp234,071$14.7M2.64%-5,17713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP244,100$14.5M0.02%-159,20013F-HRTimelineGroup
Altiora Financial Group, LLC236,153$14.1M2.42%-1,67913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY235,634$14M<0.01%+15,92013F-HR/ATimelineGroup
Graver Capital Management, LLC234,144$13.9M11.02%+13,68213F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …230,359$13.7M12.86%13F-HRTimeline
Larson Financial Group LLC229,914$13.7M0.46%-12,29813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC229,451$13.7M0.12%+25,18713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA227,546$13.5M<0.01%-21,33513F-HRTimelineGroup
Farther Finance Advisors, LLC226,694$13.5M0.14%+80,75413F-HRTimeline
OLIO Financial Planning226,387$13.5M3.78%+14,98013F-HRTimeline
JDH Wealth Management, LLC226,128$13.5M9.23%+22713F-HRTimeline
Navigoe, LLC225,688$13.4M8.29%-23913F-HRTimeline
HMV Wealth Advisors, LLC225,042$13.4M6.7%-36513F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC223,301$13.3M7.9%-20,31513F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska216,187$12.9M1.47%-14313F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.212,859$12.7M3.43%-51513F-HRTimeline
Ruedi Wealth Management, Inc.208,993$12.4M3.26%-9,04813F-HRTimeline
MML INVESTORS SERVICES, LLC208,531$12.4M0.03%+41,50613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…208,314$12.4M0.01%+52,87413F-HR/ATimelineGroup
Capstone Wealth Management, LLC203,209$12.1M8.83%-3,14113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS186,932$12M6.1%-82713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC200,956$12M1.69%+4,51013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195,022$11.6M1.31%-4,07713F-HRTimeline
D.A. DAVIDSON & CO.192,740$11.5M0.07%+45,10613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP192,093$11.4M0.23%+57,57013F-HRTimeline
ASPIRIANT, LLC191,240$11.4M0.33%-70113F-HRTimeline
Crestmont Private Wealth LLC189,502$11.3M3.67%-5713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,881$11.1M0.02%-12,84813F-HRTimelineGroup
PINNEY & SCOFIELD, INC.180,635$10.8M6.1%-3,40013F-HRTimeline
Robertson Stephens Wealth Management, L…176,755$10.5M0.3%-15513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management176,091$10.5M0.35%+5,27313F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC172,696$10.3M2.53%-176,85813F-HRTimeline
Kings Path Partners LLC169,119$10.1M3.53%+3,88513F-HRTimeline
Cambridge Investment Research Advisors,…167,535$9.97M0.03%+5,86713F-HRTimeline
Efficient Advisors, LLC165,281$9.84M0.57%+20,36513F-HR/ATimeline
Disciplined Investments, LLC164,150$9.77M3.76%+8,29813F-HRTimeline
VANCE WEALTH, LLC163,846$9.76M2.9%+6,27813F-HR/ATimeline
OMNI 360 Wealth, Inc.154,196$9.7M4.97%+9,68513F-HRTimeline
New England Private Wealth Advisors LLC157,601$9.38M1.17%-18,97813F-HR/ATimeline
Austin Asset Management Co Inc156,761$9.33M1.53%-2,97013F-HRTimeline
Veratis Advisors, Inc.166,704$9.16M7.25%13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.153,881$9.16M2.4%-3,67913F-HRTimeline
Lutz Financial Services LLC152,294$9.07M0.62%+12,91013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP151,216$9M0.06%-48413F-HRTimelineGroup
MATHER GROUP, LLC.150,249$8.95M0.09%-29,28713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS149,036$8.87M0.02%-32013F-HRTimeline
Vawter Financial, Ltd.149,028$8.87M3.75%-92413F-HR/ATimeline
Pillar Financial Advisors, LLC148,912$8.87M5.35%-5,01113F-HRTimeline
McKinley Carter Wealth Services, Inc.146,836$8.74M0.49%-25,11313F-HRTimeline
American Investment Services, Inc.145,467$8.66M2.01%+6213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.144,793$8.62M<0.01%+49,40313F-HRTimelineGroup
Pioneer Wealth Management Group144,039$8.58M2.6%+7,70213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC142,112$8.46M2.79%+58013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding141,092$8.4M+12,380Timeline
Gradient Capital Advisors, LLC140,565$8.37M2.16%+18313F-HRTimeline
Twin Cities Retirement Group LLC137,261$8.17M7.89%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC136,957$8.15M1.05%-3,04813F-HRTimeline
Strategic Investment Solutions, Inc. /IL136,235$8.12M1.95%+9,23913F-HRTimeline
DiNuzzo Private Wealth, Inc.135,153$8.05M0.88%-1,89313F-HRTimeline
SCRATCH CAPITAL LLC132,058$7.86M5.15%-32613F-HRTimeline
Zhang Financial LLC131,795$7.85M0.29%+109,95613F-HRTimeline
SB Capital Management Inc130,198$7.75M2.84%13F-HRTimeline
Rather & Kittrell, Inc.128,250$7.64M1.23%-1,74713F-HRTimeline
Avondale Wealth Management128,165$7.63M3.92%+8,38513F-HRTimeline
Timonier Family Office, LTD.128,151$7.63M2.42%-14,24213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …126,565$7.54M0.11%+8,44413F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC125,484$7.47M2.24%+2,67813F-HRTimeline
BWM Planning, LLC124,095$7.39M1.97%-95313F-HRTimeline
Lakeshore Financial Planning, Inc.123,072$7.33M2.62%-83913F-HRTimeline
City State Bank121,619$7.24M1.98%+7,21813F-HRTimeline
Annandale Capital, LLC120,929$7.2M1.17%+7,58813F-HRTimeline
Mason Investment Advisory Services, Inc.120,225$7.16M0.34%+31713F-HRTimeline
SACHEM HILL LLC119,129$7.09M1.38%+2,38813F-HRTimeline
Ariadne Wealth Management, LP104,100$6.84M2.83%+113F-HRTimeline
Parkshore Wealth Management, Inc.111,473$6.64M2.49%-1,16913F-HRTimeline
Seneschal Advisors, LLC109,322$6.51M4.79%-4,27113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.107,745$6.42M0.01%-1,46413F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC100,734$6.38M6.96%13F-HRTimeline
Quantinno Capital Management LP106,953$6.37M0.01%+24,62513F-HRTimeline
FMB WEALTH MANAGEMENT105,843$6.3M2.49%-34313F-HRTimeline
Valued Wealth Advisors LLC104,134$6.2M2.73%-2,30313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC103,475$6.16M0.97%-13,20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC103,422$6.16M0.03%+2,44113F-HRTimelineGroup
M Holdings Securities, Inc.103,174$6.14M0.44%+2,19613F-HRTimeline
TAGStone Capital, Inc.102,973$6.13M2.28%+3,69213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,301$6.03M0.01%-1,15013F-HRTimelineGroup
Capstone Wealth Management, Inc.100,194$5.97M5.23%13F-HRTimeline
WorthPointe, LLC99,385$5.92M1.55%+50,45913F-HRTimeline