Dimensional ETF Trust (DFAT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (−1 vs last quarter) with a median weight of 0.2%.
Quarter flow (concentrated managers)
Change in managers (2 → 1): 0 opened · 1 exited = −1
Net flow in the quarter: −$287K (−4 K shares) · bought $0 and sold $287KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- NWK Group$582K0.2%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of DFAT (all 13F filers)
- Creative Planning13.3 MWealth adviser−216 K
- Focus Partners Wealth12.5 MWealth adviser−652 K
- Forum Financial Management10.4 MType not verified+34 K
- Index Fund Advisors6.3 MType not verified−55 K
- Pure Financial Advisors5.7 MType not verified+195 K
- Focus Partners Advisor Solutions5.6 MType not verified−84 K
- Savant Capital5.4 MWealth adviser+567 K
- EP Wealth Advisors4.8 MWealth adviser+451 K
- Jackson Thornton Wealth Management2.8 MWealth adviser−26 K
- Asset Dedication2.5 MType not verified+8,673
- Shares
- 13.3 M
- Change
- −216 K
See more
- Type
- Wealth adviser
- Value
- $930M
- Shares
- 12.5 M
- Change
- −652 K
See more
- Type
- Wealth adviser
- Value
- $873M
- Shares
- 10.4 M
- Change
- +34 K
See more
- Type
- Type not verified
- Value
- $726M
- Shares
- 6.3 M
- Change
- −55 K
See more
- Type
- Type not verified
- Value
- $442M
- Shares
- 5.7 M
- Change
- +195 K
See more
- Type
- Type not verified
- Value
- $399M
- Shares
- 5.6 M
- Change
- −84 K
See more
- Type
- Type not verified
- Value
- $394M
- Shares
- 5.4 M
- Change
- +567 K
See more
- Type
- Wealth adviser
- Value
- $375M
- Shares
- 4.8 M
- Change
- +451 K
See more
- Type
- Wealth adviser
- Value
- $332M
- Shares
- 2.8 M
- Change
- −26 K
See more
- Type
- Wealth adviser
- Value
- $197M
- Shares
- 2.5 M
- Change
- +8,673
See more
- Type
- Type not verified
- Value
- $178M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗