Latest Period
Q1 2026
Security Snapshot
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) Institutional Ownership
CUSIP: 25434V609
13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026
Institutions Reporting
813
Shares (Excl. Options)
166,163,707
Price
$62.45
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- Security type / class
- Equity / US TARGETED VLU
- Symbol
- DFAT
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 166,163,707
- Total 13F value
- $10,391,314,998
- Portfolio coverage rank
- 0.12%
- Share change
- +1,429,570
- Value change
- +$90,494,068
- Number of holders
- 813
- SEC-reported price per share
- $66.65
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DFAT - DIMENSIONAL ETF TRUST - US TARGETED VLU is tracked under CUSIP 25434V609.
- 813 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 787 to 813 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $9,795,509,179 to $10,391,314,998.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 813 institutions filings for Q1 2026.
Security key
25434V609
Latest holder period
Q1 2026
13F holders
813
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25434V609:
As of 31 Mar 2026, 813 institutional investors reported holding 166,163,707 shares of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 166,163,707 | $10,391,314,998 | +$90,494,068 | $62.45 | 813 |
| 2025 Q4 | 164,202,631 | $9,795,509,179 | +$498,038,768 | $59.54 | 787 |
| 2025 Q3 | 151,539,373 | $8,816,775,824 | -$68,563,214 | $58.21 | 724 |
| 2025 Q2 | 157,196,540 | $8,503,805,785 | +$85,871,717 | $53.96 | 709 |
| 2025 Q1 | 154,824,737 | $7,953,340,142 | +$47,048,906 | $51.49 | 704 |
| 2024 Q4 | 155,222,268 | $8,641,791,089 | +$202,236,047 | $55.66 | 706 |
| 2024 Q3 | 145,421,740 | $8,081,713,768 | +$682,364,519 | $55.63 | 628 |
| 2024 Q2 | 145,153,089 | $7,538,510,933 | +$109,641,203 | $51.87 | 613 |
| 2024 Q1 | 142,579,348 | $7,756,167,854 | +$181,585,404 | $54.43 | 596 |
| 2023 Q4 | 141,255,291 | $7,381,166,734 | -$158,679,526 | $52.33 | 595 |
| 2023 Q3 | 138,022,923 | $6,317,829,803 | +$576,113,179 | $45.69 | 508 |
| 2023 Q2 | 126,001,423 | $5,851,074,589 | +$166,553,822 | $46.39 | 501 |
| 2023 Q1 | 120,261,486 | $5,343,288,791 | +$100,610,350 | $44.50 | 483 |
| 2022 Q4 | 121,766,466 | $5,354,227,065 | +$255,853,403 | $43.95 | 472 |
| 2022 Q3 | 112,178,223 | $4,374,722,759 | +$240,624,378 | $38.97 | 404 |
| 2022 Q2 | 106,127,866 | $4,274,131,769 | +$312,167,575 | $40.22 | 397 |
| 2022 Q1 | 98,203,277 | $4,573,929,523 | +$214,967,776 | $46.58 | 337 |
| 2021 Q4 | 93,539,139 | $4,441,058,035 | +$72,364,944 | $47.52 | 361 |
| 2021 Q3 | 60,541,617 | $2,689,130,439 | +$290,960,782 | $44.40 | 271 |
| 2021 Q2 | 54,690,389 | $2,449,358,413 | +$2,400,323,242 | $44.80 | 243 |
| 2021 Q1 | 7,542 | $338,000 | $44.82 | 1 | |
| 2020 Q4 | 7,542 | $338,000 | $44.82 | 1 | |
| 2020 Q3 | 7,542 | $338,000 | $44.82 | 1 | |
| 2020 Q2 | 7,542 | $338,000 | $44.82 | 1 | |
| 2020 Q1 | 7,542 | $338,000 | $44.82 | 1 |