Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US TARGETED VLU
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Number of holders
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704
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Total 13F shares, excl. options
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155M
-
Shares change
-
+981K
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Total reported value, excl. options
-
$7.95B
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Value change
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+$47M
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Number of buys
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323
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Number of sells
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-255
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Price
-
$51.49
Significant Holders of DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) as of Q1 2025
739 filings reported holding DFAT - DIMENSIONAL ETF TRUST - US TARGETED VLU as of Q1 2025.
DIMENSIONAL ETF TRUST - US TARGETED VLU (DFAT) has 704 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 155M shares
.
Largest 10 shareholders include Creative Planning (13.9M shares), Focus Partners Wealth (13M shares), Forum Financial Management, LP (8.88M shares), Index Fund Advisors, Inc. (6.31M shares), Savant Capital, LLC (5.05M shares), Focus Partners Advisor Solutions, LLC (4.92M shares), Pure Financial Advisors, LLC (4.27M shares), EP Wealth Advisors, LLC (3.02M shares), JACKSON THORNTON WEALTH MANAGEMENT, LLC (2.88M shares), and Corient Private Wealth LLC (2.85M shares).
This table shows the top 704 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.