DIMENSIONAL ETF TRUST

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DFAT·25434V609·US·etf·Unknown - Unknown

US TARGETED VLU

DFAT (DIMENSIONAL ETF TRUST) is held by 94 institutional investors as of Q1 2026. Largest holders: Creative Planning ($844.4M), Focus Partners Wealth ($821.9M), Savant Capital, LLC ($298.7M). Net institutional sentiment: Mixed.

94

Holders

Avg rating(19 Elite)

$3.9B

Total Value

52% (102)

Fund Consensus

49 buying - 45 selling

Smart Money Verdict

View all

62Mixed MomentumSingle Source

Institutional (13F)62

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how DFAT's score breaks down across 4 SEC sources

Holder Quality

19

★★★★★

Elite

36

★★★★

Strong

29

★★★

Solid

16

★★

Below

2

★

Weak

Held by 94 funds

19 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (94)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	13.5M(-1.4%)	$844.4M	0.6%	+53.29%	0
FWFocus Partners Wealth	Decreased	13.1M(-1.1%)	$821.9M	0.9%	+20.26%	0
Savant Capital, LLC	Decreased	4.8M(-1.0%)	$298.7M	1.4%	+51.16%	0
EP Wealth Advisors, LLC	Increased	4.3M(+2.8%)	$268.6M	1.3%	+25.40%	50
Corient Private Wealth LLC	Decreased	2.6M(-2.7%)	$164.7M	0.2%	+20.06%	0
RAYMOND JAMES FINANCIAL INC	Increased	2M(+15.2%)	$127.9M	0.0%	+16.66%	35
HighTower Advisors, LLC	Decreased	1.8M(-2.6%)	$112.4M	0.1%	+30.63%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.6M(+9.0%)	$97M	0.1%	+45.57%	39
BANK OF AMERICA CORP /DE/	Increased	1.5M(+17.3%)	$95.6M	0.0%	+16.64%	35
Sequoia Financial Advisors, LLC	Increased	1.4M(+2.5%)	$85.8M	0.5%	+34.65%	36
LPL Financial LLC	Decreased	1.2M(-4.0%)	$75.6M	0.0%	+39.63%	0
Cerity Partners LLC	Increased	1.1M(+5.0%)	$70.3M	0.1%	+33.40%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.1M(-46.4%)	$67.7M	0.1%	+46.46%	0
Allworth Financial LP	Increased	1M(+3.9%)	$65.4M	0.3%	+34.01%	37
Mariner, LLC	Increased	854,684(+1.9%)	$53.4M	0.1%	+37.20%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	687,802(+12.0%)	$43M	0.0%	+40.66%	33
Cetera Investment Advisers	Increased	650,733(+4.1%)	$40.6M	0.0%	+28.01%	30
JONES FINANCIAL COMPANIES LLLP	Increased	633,944(+43.0%)	$39M	0.0%	+12.88%	39
JPMORGAN CHASE & CO	Decreased	625,136(-3.2%)	$38.3M	0.0%	+18.58%	0
First Command Advisory Services, Inc.	Decreased	479,391(-1.2%)	$29.9M	0.2%	+34.79%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer