DFAT · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFAT)
Who is buying and selling DFAT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 335
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAT at a glance
- No open-market insider purchases or sales of DFAT were filed in the last 90 days.
- 335 13F filers hold DFAT among their 50 largest positions, worth $9.4B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (26.0%), NorthAvenue LLC (21.7%) and Great Oak Capital Partners, LLC (21.7%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
- No member of Congress has disclosed a trade in DFAT.
DFAT insider trading
No open-market insider purchases or sales of DFAT were filed in the last 90 days.
Who owns DFAT? Hedge funds and superinvestors
335 13F filers hold DFAT among their 50 largest positions, worth $9.4B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (26.0%), NorthAvenue LLC (21.7%) and Great Oak Capital Partners, LLC (21.7%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative PlanningWealth manager | 0.5% | $930.0M | 13,305,154 | -1.6% shares | Q2 2026 |
| Focus Partners WealthWealth manager | 0.9% | $873.2M | 12,491,981 | -5.0% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 9.0% | $691.0M | 10,399,775 | +0.2% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 17.6% | $442.4M | 6,328,437 | -0.9% shares | Q2 2026 |
| Pure Financial Advisors, LLCWealth manager | 5.1% | $399.3M | 5,711,959 | +3.5% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 3.3% | $393.7M | 5,632,475 | -1.5% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 1.1% | $375.0M | 5,350,293 | +11.8% shares | Q2 2026 |
| EP Wealth Advisors, LLCWealth manager | 1.3% | $332.2M | 4,751,916 | +10.5% shares | Q2 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 15.6% | $196.7M | 2,814,122 | -0.9% shares | Q2 2026 |
| Asset Dedication, LLCWealth manager | 11.2% | $178.2M | 2,548,907 | +0.3% shares | Q2 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 9.9% | $150.0M | 2,257,538 | +0.7% shares | Q3 2026 |
| Apella Capital, LLCWealth manager | 1.7% | $137.2M | 2,045,430 | -1.6% shares | Q3 2026 |
| Trust Co of the SouthBank & trust | 15.2% | $108.3M | 1,629,605 | -7.1% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 6.8% | $105.3M | 1,505,769 | +0.7% shares | Q2 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 3.4% | $104.2M | 1,491,922 | +0.0% shares | Q2 2026 |
| Truepoint, Inc.Wealth manager | 2.1% | $102.3M | 1,464,173 | -1.1% shares | Q2 2026 |
| Great Oak Capital Partners, LLCWealth manager | 21.7% | $100.2M | 1,438,350 | +0.4% shares | Q2 2026 |
| Sequoia Financial Advisors, LLCWealth manager | 0.5% | $97.3M | 1,391,428 | +1.3% shares | Q2 2026 |
| Premier Financial GroupWealth manager | 16.6% | $82.7M | 1,182,811 | -0.3% shares | Q2 2026 |
| Sensible Money, LLCWealth manager | 19.6% | $76.1M | 1,145,671 | +5.0% shares | Q3 2026 |
| Allworth Financial LPInvestment manager | 0.3% | $74.2M | 1,060,969 | — | Q2 2026 |
| Abacus Wealth Partners, LLCWealth manager | 7.5% | $71.6M | 1,024,195 | -24.5% shares | Q2 2026 |
| Evanson Financial, LLCWealth manager | 3.5% | $70.6M | 1,062,046 | -2.6% shares | Q3 2026 |
| Evanson Asset Management, LLCAsset manager | 3.6% | $67.5M | 1,080,817 | -0.3% shares | Q1 2026 |
| Parkwoods Wealth Partners, LLCWealth manager | 10.4% | $64.7M | 925,410 | +1.4% shares | Q2 2026 |
| Team Hewins, LLCWealth manager | 17.6% | $64.2M | 917,911 | -0.3% shares | Q2 2026 |
| Great Waters Wealth ManagementWealth manager | 5.6% | $62.6M | 942,310 | +6.1% shares | Q3 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 0.8% | $61.1M | 919,747 | -0.3% shares | Q3 2026 |
| Joel Isaacson & Co., LLCWealth manager | 1.7% | $57.6M | 823,931 | +1.3% shares | Q2 2026 |
| Bayshore Asset Management, LLCWealth manager | 20.4% | $57.1M | 816,647 | -2.3% shares | Q2 2026 |
The 30 largest of 335 positions, by value. Each manager counts with its latest 13F (Q3 2026: 153, Q2 2026: 176, Q1 2026: 6). Screen DFAT in the grand portfolio →
DFAT stock trades by members of Congress
No member of Congress has disclosed a trade in DFAT.
DFAT questions and answers
Are insiders buying DFAT stock?
No open-market insider purchases or sales of DFAT were filed in the last 90 days.
Which hedge funds own DFAT?
335 13F filers hold DFAT among their 50 largest positions, worth $9.4B combined. The biggest bets by portfolio weight are Richard Young Associates, Ltd. (26.0%), NorthAvenue LLC (21.7%) and Great Oak Capital Partners, LLC (21.7%). In their latest 13Fs, 1 manager opened a new position and 27 added to one.
Has Congress traded DFAT?
No member of Congress has disclosed a trade in DFAT.
Who is the largest holder of DFAT?
Among 13F filers, Creative Planning reports the largest DFAT position, $930.0M (13,305,154 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Richard Young Associates, Ltd.'s: 26.0% of its portfolio.
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