Dimensional ETF Trust - DFAT

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$9.984B

QoQ value delta ($000)

+$1.425B (+16.64%)

Implied price effect (QoQ)

+3.77%

Total shares

164,227,537

QoQ shares delta

+18,123,242 (+12.4%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Creative Planning	816,155	13,707,684	0.58%
Focus Partners Wealth	790,941	13,284,203	0.9%
Forum Financial Management, LP	607,753	10,207,476	7.91%
Index Fund Advisors, Inc.	383,594	6,442,632	18.0%
Focus Partners Advisor Solutions, LLC	315,253	5,294,823	3.87%
Savant Capital, LLC	287,625	4,830,800	1.64%
EP Wealth Advisors, LLC	249,083	4,183,471	1.29%
Align Financial, LLC	198,983	198,983	0.12%
JACKSON THORNTON WEALTH MANAGEMENT, LLC	174,826	2,833,951	16.52%
Corient Private Wealth LLC	162,189	2,724,033	0.22%
Asset Dedication, LLC	154,812	2,600,142	10.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	124,198	2,013,264	0.17%
HighTower Advisors, LLC	110,068	1,848,642	0.12%
Trust Co of the South	108,406	1,820,738	17.43%
RAYMOND JAMES FINANCIAL INC	105,912	1,778,841	0.03%
Apella Capital, LLC	98,189	1,649,140	1.94%
Truepoint, Inc.	89,588	1,504,669	2.02%
Plancorp, LLC	85,700	1,439,385	2.59%
Smartleaf Asset Management LLC	85,389	1,419,609	3.24%
MERCER GLOBAL ADVISORS INC /ADV	84,787	1,424,039	0.13%
GREAT OAK CAPITAL PARTNERS, LLC	83,901	1,397,654	21.04%
Abacus Wealth Partners, LLC	81,384	1,366,881	7.98%
Sequoia Financial Advisors, LLC	79,779	1,339,926	0.44%
BANK OF AMERICA CORP /DE/	77,736	1,305,611	0.01%
LPL Financial LLC	75,078	1,260,968	0.02%