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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in DFAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC2,045,430$137M1.74%-32,27113F-HRTimeline
Great Waters Wealth Management942,310$62.6M5.63%+53,95313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.445,301$29.6M4.79%-22213F-HRTimeline
Cambridge Financial Group, LLC405,762$28.4M8.94%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV375,128$24.9M2.79%+5,87613F-HRTimeline
Farther Finance Advisors, LLC332,689$22.1M0.16%+7,62413F-HRTimeline
Pioneer Wealth Management Group172,602$11.5M2.71%+6,44213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC169,169$11.2M2.23%-8,46613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC137,257$9.12M2.34%+40913F-HRTimeline
CogentBlue Wealth Advisors, LLC84,613$5.62M5.23%-2,03813F-HRTimeline
Factor Wealth Management LTD79,223$5.26M0.8%-45213F-HRTimeline
RTD Financial Advisors, Inc.74,049$4.92M0.54%-1,51313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC40,436$2.69M0.76%+73613F-HRTimeline
Olistico Wealth, LLC31,601$2.1M0.88%+56513F-HRTimeline
Versant Capital Management, Inc26,016$1.73M0.15%+1213F-HRTimeline
BOS Asset Management, LLC24,024$1.6M0.37%-7513F-HRTimeline
Wealth Enhancement Trust Services, Inc.22,171$1.47M0.16%-53913F-HRTimeline
Avidian Wealth Enterprises, LLC19,777$1.31M0.04%-1,46013F-HRTimeline
Wedmont Private Capital16,687$1.13M0.03%+813F-HRTimeline
Nautilus Advisors LLC14,785$982K0.59%-18713F-HRTimeline
Financial Symmetry Inc12,992$863K0.28%+313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,851$854K0.1%013F-HRTimelineGroup
Vilga Financial Planning LLC11,970$795K0.47%013F-HRTimeline
Shira Ridge Wealth Management11,831$786K0.27%-1,17313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$783K0.01%013F-HRTimeline
ALKEME WEALTH, LLC8,784$584K0.22%+3213F-HRTimeline
Ridgewood Investments LLC7,528$500K0.18%+1513F-HRTimeline
M.E. ALLISON & CO., INC.7,451$495K0.28%+313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,658$376K0.08%013F-HRTimeline
Venture Visionary Partners LLC5,501$366K0.01%+113F-HRTimeline
Towneley Capital Management, Inc / DE5,295$352K0.07%+1913F-HRTimeline
Pacifica Partners Inc.4,000$268K0.08%013F-HRTimeline
GoalVest Advisory LLC3,900$259K0.04%013F-HRTimeline
Invariant Investment Management3,090$209K0.12%013F-HRTimeline
Investors Research Corp2,238$149K0.03%013F-HRTimeline
Retirement Wealth Solutions LLC1,237$82.2K0.04%013F-HRTimeline
STEPH & CO711$47.2K0.01%013F-HRTimeline