Dimensional ETF Trust - DFAT
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$10.42B
QoQ value delta ($000)
+$429.3M
(+4.3%)
Implied price effect (QoQ)
+2.7%
Shares
Total shares
166,932,284
QoQ shares delta
+2,551,840
(+1.55%)
Total shares held by funds (by quarter)
Market chart (DFAT)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 807 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 | 844,416 | 13,521,487 | 0.57% |
| Focus Partners Wealth | 821,929 | 13,144,184 | 0.91% |
| Forum Financial Management, LP | 646,331 | 10,349,578 | 9.14% |
| Index Fund Advisors, Inc. | 398,668 | 6,383,799 | 17.94% |
| Focus Partners Advisor Solutions, LLC | 356,949 | 5,716,140 | 3.6% |
| Pure Financial Advisors, LLC | 344,552 | 5,517,252 | 4.95% |
| Savant Capital, LLC | 298,740 | 4,783,669 | 1.44% |
| EP Wealth Advisors, LLC | 268,598 | 4,301,015 | 1.32% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 183,508 | 2,840,246 | 16.51% |
| Corient Private Wealth LLC | 164,729 | 2,644,999 | 0.24% |
| Asset Dedication, LLC | 154,812 | 2,600,142 | 10.16% |
| Apella Capital, LLC | 141,257 | 2,132,827 | 2.1% |
| RAYMOND JAMES FINANCIAL INC | 127,942 | 2,048,713 | 0.04% |
| HighTower Advisors, LLC | 112,442 | 1,800,523 | 0.12% |
| Trust Co of the South | 111,816 | 1,790,490 | 17.98% |
| MERCER GLOBAL ADVISORS INC /ADV | 96,962 | 1,552,638 | 0.14% |
| BANK OF AMERICA CORP /DE/ | 95,625 | 1,531,232 | 0.01% |
| EARNED WEALTH ADVISORS, LLC | 93,394 | 1,495,511 | 6.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 92,655 | 1,432,301 | 21.56% |
| Truepoint, Inc. | 92,499 | 1,481,170 | 2.06% |
| Smartleaf Asset Management LLC | 91,335 | 1,491,922 | 3.3% |
| Plancorp, LLC | 90,073 | 1,394,118 | 2.56% |
| Sequoia Financial Advisors, LLC | 85,762 | 1,373,292 | 0.48% |
| Abacus Wealth Partners, LLC | 84,752 | 1,357,119 | 7.74% |
| LPL Financial LLC | 75,584 | 1,210,319 | 0.02% |