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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

816 managers (822 13F filers) reported a position in DFAT shares at 2026-03-31, 166,259,464 shares in all. 55 filers opened a position and 26 filers sold out during the quarter.

Managers
816
13F filers
822
New
55
Added
301
Reduced
268
Sold out
26
Shares held by filers
166,259,464

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding18,860,324$1.18B+281,298Timeline
Creative Planningin group Creative Planning13,521,487$844M0.57%-186,19713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP10,349,578$646M9.14%+142,10213F-HRTimelineGroup
Index Fund Advisors, Inc.6,383,799$399M17.94%-58,83313F-HRTimeline
Pure Financial Advisors, LLC5,517,252$345M4.95%+186,83513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,783,669$299M1.44%-47,13113F-HRTimelineGroup
EP Wealth Advisors, LLC4,301,015$269M1.32%+117,54413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,840,246$184M16.51%+6,29513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,644,999$165M0.24%-79,03413F-HRTimelineGroup
Asset Dedication, LLC2,540,234$159M11.11%-59,90813F-HRTimeline
Apella Capital, LLC2,132,827$141M2.1%+483,68713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,048,713$128M0.04%+269,87213F-HRTimelineGroup
HighTower Advisors, LLC1,800,523$112M0.12%-48,11913F-HRTimeline
Trust Co of the South1,790,490$112M17.98%-30,24813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,552,638$97M0.14%+128,59913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,531,232$95.6M0.01%+225,62113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC1,495,511$93.4M6.24%+37,65113F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC1,432,301$92.7M21.56%+34,64713F-HRTimeline
Truepoint, Inc.1,481,170$92.5M2.06%-23,49913F-HRTimeline
Smartleaf Asset Management LLC1,491,922$91.3M3.3%+72,31313F-HRTimeline
Plancorp, LLC1,394,118$90.1M2.56%-45,26713F-HRTimeline
Sequoia Financial Advisors, LLC1,373,292$85.8M0.48%+33,36613F-HRTimeline
Abacus Wealth Partners, LLC1,357,119$84.8M7.74%-9,76213F-HRTimeline
LPL Financial LLC1,210,319$75.6M0.02%-50,64913F-HRTimeline
Premier Financial Group1,186,639$74.8M12.74%-2,55013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,125,679$70.3M0.1%+53,40613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,078,809$67.7M0.15%-934,45513F-HRTimeline
Evanson Asset Management, LLC1,080,817$67.5M3.62%-2,89013F-HRTimeline
Sensible Money, LLC1,068,341$66.7M20.3%+47,43313F-HRTimeline
Allworth Financial LP1,047,209$65.4M0.27%+39,26413F-HRTimeline
Team Hewins, LLC920,291$57.5M17.08%-5,48513F-HRTimeline
Empirical Financial Services, LLC d.b.a…914,073$57.1M0.99%-4,31213F-HRTimeline
Parkwoods Wealth Partners, LLC912,352$57M13.97%+44,43113F-HRTimeline
Mariner, LLCin group Mariner, LLC854,684$53.4M0.06%+16,00913F-HRTimelineGroup
Great Waters Wealth Management853,409$53.3M5.64%+30,02013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC835,709$52.2M20.78%-5,01113F-HRTimeline
Joel Isaacson & Co., LLC813,483$50.8M1.68%+20,57813F-HRTimeline
RW Investment Management LLC762,703$47.6M4.61%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC757,816$47.3M3.43%-49,36713F-HRTimeline
Three Arch Wealth Management LLC738,026$46.1M8.29%-6,22513F-HRTimeline
Modera Wealth Management, LLC733,725$45.8M0.55%-9,67313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC731,710$45.7M4.33%+32,21513F-HRTimeline
SAX WEALTH ADVISORS, LLC757,412$45.1M2.18%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC687,802$43M0.01%+73,71613F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC687,667$42.9M8.23%-2,81813F-HRTimeline
Cetera Investment Advisers650,733$40.6M0.04%+25,45413F-HRTimeline
Tumwater Wealth Management, LLC628,735$39.3M15.79%-2,35213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP633,944$39M0.02%+190,49213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO625,136$38.3M<0.01%-20,85613F-HR/ATimelineGroup
Richard Young Associates, Ltd.558,976$34.9M26.51%+5,26613F-HRTimeline
Aspen Wealth Management LLC536,210$33.5M6.68%+11,23913F-HRTimeline
EnRich Financial Partners LLC521,617$32.6M8.64%-6,36413F-HRTimeline
Financial Harvest, LLC507,634$31.7M18.67%+20,21013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC488,594$30.5M3.12%+5,93713F-HRTimeline
Beaird Harris Wealth Management, LLC484,876$30.3M2.06%-11,97213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC483,448$30.2M0.57%-22,60713F-HRTimeline
First Command Advisory Services, Inc.479,391$29.9M0.2%-5,89313F-HRTimeline
TCI Wealth Advisors, Inc.470,810$29.4M1.56%-7,09013F-HRTimeline
Planning Center, Inc.467,598$29.2M2.96%+6,46013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC467,017$29.2M0.06%+9,58513F-HRTimelineGroup
Confluence Wealth Services, Inc.457,022$28.5M1.11%+30,64413F-HRTimeline
UBS Group AGgroup of 2 filers holding453,837$28.3M+12,972Timeline
COMMONWEALTH EQUITY SERVICES, LLC451,757$28.2M0.04%+22,62513F-HRTimeline
Summit Financial Strategies, Inc.446,289$27.9M2.2%+33,66013F-HRTimeline
NorthAvenue LLC440,921$27.5M21.89%-5,70213F-HRTimeline
AE Wealth Management LLC440,572$27.5M0.15%+13,20813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.440,537$27.5M4.97%+13,36813F-HRTimeline
Babb Wealth Advisors LLC438,199$27.4M14.96%+9,63613F-HRTimeline
Squire Investment Management Company, L…433,098$27M7.52%-19213F-HRTimeline
Watchman Group, Inc.430,509$26.9M6.51%-2,15313F-HRTimeline
Allen Capital Group, LLC418,599$26.1M2.35%+9,82613F-HRTimeline
Disciplined Equity Management, Inc.414,170$25.9M13%-3,78313F-HRTimeline
TFC Financial Management, Inc.408,979$25.5M3.15%-15,69013F-HRTimeline
Meritas Wealth Management, LLC405,032$25.3M11.44%-5,35813F-HRTimeline
TFO Wealth Partners, LLC396,894$24.8M3.37%+48513F-HRTimeline
Foster Group, Inc.394,234$24.6M0.73%-7,73013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC390,998$24.4M0.01%+94,82813F-HRTimelineGroup
Cambridge Financial Group, LLC390,016$24.4M8.24%+38,40713F-HRTimeline
Lauterbach Financial Advisors, LLC389,508$24.3M11.88%-6,75713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC375,683$23.5M0.73%-6,08913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.373,958$23.4M6.55%-338,05113F-HRTimeline
Elser Financial Planning, Inc369,253$22.9M1.11%new13F-HRTimeline
Betterment LLC366,700$22.9M0.04%+9,36013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.364,328$22.8M7.71%+2,28313F-HRTimeline
Sterling Wealth Management, Inc.364,224$22.7M6.24%+14,19213F-HRTimeline
Guardian Wealth Management, LLC357,069$22.3M6.76%-4,68413F-HRTimeline
Triune Financial Partners, LLC355,699$22.2M5.28%+3,69413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV349,645$21.8M2.9%+59,11013F-HRTimeline
Visionary Wealth Advisors346,639$21.6M0.96%+7,09113F-HRTimeline
CHOREO, LLC345,563$21.6M0.26%-7,83813F-HRTimeline
Tillman Hartley LLC340,562$21.3M5.34%-4,98213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC336,665$21M0.08%-70,27413F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC327,391$20.4M5.14%+1,07613F-HRTimeline
Financial Engines Advisors L.L.C.325,680$20.3M0.04%-16,80813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.340,948$20.3M0.13%-1,40813F-HRTimelineGroup
RS CRUM INC.321,946$20.1M3.89%-19513F-HRTimeline
KILNER CAPITAL ADVISORS, LLC318,180$19.9M19.04%-6,62113F-HRTimeline
CARDIFF PARK ADVISORS, LLC317,234$19.8M1.58%+11,46013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC310,500$19.4M11.12%+9,17113F-HRTimeline
Beacon Pointe Advisors, LLC307,099$19.2M0.1%+12,17713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP306,813$19.2M0.03%+16,73913F-HRTimelineGroup
Prism Advisors, Inc.303,139$18.9M5.05%-21,27113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…299,441$18.7M8.35%+9,04113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…298,819$18.7M0.01%+90,50513F-HRTimelineGroup
DOPKINS WEALTH MANAGEMENT, LLC297,224$18.6M7.46%-34,48813F-HRTimeline
BlueSky Wealth Advisors, LLC294,502$18.4M2.37%-1,04913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp294,144$18.4M0.35%+95913F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC289,809$18.1M13.55%-2,41013F-HRTimeline
WPWealth LLP285,092$17.8M2.72%-10,86813F-HRTimeline
LIBRA WEALTH LLC280,077$17.5M4.93%-19,09913F-HRTimeline
Aspen Capital Management, LLC277,274$17.3M4.29%-15,56113F-HRTimeline
Tiller Private Wealth, Inc.275,994$17.2M6.12%+5,46713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA271,234$16.9M<0.01%+43,68813F-HRTimelineGroup
Farther Finance Advisors, LLC268,647$16.8M0.16%+41,95313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.254,576$15.9M<0.01%+109,78313F-HRTimelineGroup
Quantum Financial Advisors, LLC253,090$15.8M1.77%-3,51613F-HRTimeline
D.A. DAVIDSON & CO.253,054$15.8M0.1%+60,31413F-HRTimeline
Cambridge Investment Research Advisors,…250,961$15.7M0.04%+83,42613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC249,454$15.6M0.12%+20,00313F-HRTimelineGroup
Graver Capital Management, LLC246,466$15.4M11.69%+12,32213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY245,242$15.3M<0.01%+9,60813F-HRTimelineGroup
PROFESSIONAL FINANCIAL SOLUTIONS LLC …236,033$14.7M13.11%+5,67413F-HRTimeline
Altiora Financial Group, LLC234,976$14.7M2.42%-1,17713F-HRTimeline
McLean Asset Management Corp230,975$14.4M2.52%-3,09613F-HRTimeline
OLIO Financial Planning230,282$14.4M3.98%+3,89513F-HRTimeline
JDH Wealth Management, LLC222,944$13.9M9.39%-3,18413F-HRTimeline
HMV Wealth Advisors, LLC221,567$13.8M6.5%-3,47513F-HRTimeline
Navigoe, LLC221,400$13.8M8.17%-4,28813F-HRTimeline
Ruedi Wealth Management, Inc.216,534$13.5M3.48%+7,54113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.215,344$13.4M3.79%+2,48513F-HRTimeline
Larson Financial Group LLC214,991$13.4M0.43%-14,92313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska214,986$13.4M1.36%-1,20113F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC210,687$13.2M1.74%+9,73113F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC206,222$12.9M7.7%-17,07913F-HRTimeline
Capstone Wealth Management, LLC202,801$12.7M8.83%-40813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP199,697$12.5M0.26%+7,60413F-HRTimeline
Crestmont Private Wealth LLC194,754$12.2M3.83%+5,25213F-HRTimeline
Navigation Group, LLC192,976$12.1M2.82%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC190,210$11.9M1.28%-4,81213F-HRTimeline
ASPIRIANT, LLC188,313$11.8M0.33%-2,92713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC187,209$11.7M2.84%+14,51313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS185,260$11.6M5.44%-1,67213F-HRTimeline
PINNEY & SCOFIELD, INC.179,854$11.2M6.06%-78113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management178,309$11.1M0.38%+2,21813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…175,817$11M0.31%-93813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,031$10.9M0.02%-12,85013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC172,657$10.8M0.03%-35,87413F-HRTimeline
Disciplined Investments, LLC170,123$10.6M3.81%+5,97313F-HRTimeline
OMNI 360 Wealth, Inc.168,765$10.5M5.44%+14,56913F-HRTimeline
Kings Path Partners LLC166,839$10.4M3.58%-2,28013F-HR/ATimeline
VANCE WEALTH, LLC166,376$10.4M3%+2,53013F-HRTimeline
New England Private Wealth Advisors LLC158,233$9.88M1.14%+63213F-HRTimeline
Efficient Advisors, LLC155,140$9.69M0.69%-10,14113F-HRTimeline
Pioneer Wealth Management Group153,733$9.6M2.69%+9,69413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.151,851$9.48M2.51%-2,03013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP151,216$9.44M0.06%013F-HRTimelineGroup
Austin Asset Management Co Inc149,816$9.36M1.54%-6,94513F-HRTimeline
Lutz Financial Services LLC149,514$9.34M0.63%-2,78013F-HRTimeline
Pillar Financial Advisors, LLC148,439$9.27M5.42%-47313F-HRTimeline
McKinley Carter Wealth Services, Inc.147,118$9.19M0.53%+28213F-HRTimeline
Twin Cities Retirement Group LLC145,353$9.08M8.3%+8,09213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding144,047$9M+2,955Timeline
American Investment Services, Inc.142,654$8.91M1.99%-2,81313F-HRTimeline
MATHER GROUP, LLC.141,760$8.85M0.09%-8,48913F-HRTimeline
Gradient Capital Advisors, LLC138,540$8.65M2.24%-2,02513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS138,435$8.65M0.02%-10,60113F-HRTimeline
Strategic Investment Solutions, Inc. /IL137,315$8.56M2.07%+1,08013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC136,618$8.53M2.85%-5,49413F-HRTimeline
Vawter Financial, Ltd.135,612$8.47M3.56%-13,41613F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC134,174$8.38M1.05%-2,78313F-HRTimeline
DiNuzzo Private Wealth, Inc.133,937$8.36M0.9%-1,21613F-HRTimeline
City State Bank133,825$8.36M2.17%+12,20613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC133,762$8.35M0.03%+30,34013F-HRTimelineGroup
Avondale Wealth Management133,485$8.34M4.1%+5,32013F-HRTimeline
SCRATCH CAPITAL LLC131,820$8.23M4.71%-23813F-HRTimeline
Lakeshore Financial Planning, Inc.129,865$8.11M2.94%+6,79313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …128,806$8.04M0.1%+2,24113F-HRTimelineGroup
Rather & Kittrell, Inc.126,465$7.9M1.22%-1,78513F-HRTimeline
Mason Investment Advisory Services, Inc.120,255$7.51M0.35%+3013F-HRTimeline
Annandale Capital, LLC119,543$7.46M1.23%-1,38613F-HRTimeline
SACHEM HILL LLC117,577$7.34M1.42%-1,55213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC117,161$7.32M2.28%-8,32313F-HRTimeline
Zhang Financial LLC116,225$7.26M0.25%-15,57013F-HRTimeline
Capstone Wealth Management, Inc.111,193$6.99M5.93%+10,99913F-HRTimeline
Parkshore Wealth Management, Inc.111,791$6.98M2.33%+31813F-HRTimeline
Seneschal Advisors, LLC110,160$6.88M5.11%+83813F-HRTimeline
CWM, LLCin group CWM, LLC106,634$6.66M0.02%+9,96113F-HRTimelineGroup
Valued Wealth Advisors LLC105,387$6.58M2.67%+1,25313F-HRTimeline
FMB WEALTH MANAGEMENT105,287$6.58M2.72%-55613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC104,585$6.53M0.98%+1,11013F-HRTimeline
TAGStone Capital, Inc.104,131$6.5M2.3%+1,15813F-HRTimeline
Ariadne Wealth Management, LP104,101$6.5M2.92%+113F-HRTimeline
M Holdings Securities, Inc.103,174$6.46M0.44%013F-HRTimeline
Arkadios Wealth Advisors103,070$6.44M0.11%+34,89013F-HRTimeline
BWM Planning, LLC100,973$6.31M1.66%-23,12213F-HRTimeline
COGENT STRATEGIC WEALTH LLC100,705$6.29M6.46%-2913F-HRTimeline
Quantum Financial Planning Services, In…100,283$6.26M2.25%+12,04813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,870$6.24M0.01%-1,43113F-HRTimelineGroup
Quantinno Capital Management LP99,342$6.2M0.01%-7,61113F-HRTimeline
Ferguson Johnson Wealth Management Inc97,208$6.07M4.93%-1,03213F-HRTimeline