Dimensional ETF Trust - DFAT

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$11.65B
QoQ value delta ($000)
-$1.984M (-0.02%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
166,921,401
QoQ shares delta
-7,649 (-0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFAT)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 11 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Creative Planning 930,030 13,305,154 0.54%
Focus Partners Wealth 873,189 12,491,981 0.89%
Forum Financial Management, LP 725,812 10,383,581 9.32%
Index Fund Advisors, Inc. 442,357 6,328,437 17.56%
Pure Financial Advisors, LLC 399,265 5,711,959 5.08%
Focus Partners Advisor Solutions, LLC 393,709 5,632,475 3.34%
Savant Capital, LLC 374,988 5,350,293 1.1%
EP Wealth Advisors, LLC 332,158 4,751,916 1.27%
JACKSON THORNTON WEALTH MANAGEMENT, LLC 196,707 2,814,122 15.55%
Asset Dedication, LLC 178,168 2,548,907 11.21%
Apella Capital, LLC 144,088 2,077,701 2.03%
RAYMOND JAMES FINANCIAL INC 128,250 1,834,767 0.03%
Corient Private Wealth LP 125,931 1,801,593 0.17%
HighTower Advisors, LLC 124,840 1,785,984 0.12%
Trust Co of the South 122,612 1,754,110 17.26%
MERCER GLOBAL ADVISORS INC /ADV 117,555 1,681,761 0.15%
BANK OF AMERICA CORP /DE/ 113,151 1,618,758 0.01%
EARNED WEALTH ADVISORS, LLC 105,253 1,505,769 6.79%
Smartleaf Asset Management LLC 104,225 1,491,922 3.39%
Truepoint, Inc. 102,345 1,464,173 2.14%
GREAT OAK CAPITAL PARTNERS, LLC 100,238 1,438,350 21.67%
Sequoia Financial Advisors, LLC 97,260 1,391,428 0.48%
Cerity Partners LLC 93,354 1,335,533 0.11%
LPL Financial LLC 87,992 1,258,840 0.02%
Premier Financial Group 82,678 1,182,811 16.63%