DIMENSIONAL ETF TRUST

$DFAT
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Smart money positioned

15 of the Top-200 alpha managers hold $DFAT as of the latest 13F snapshot.

13F holders
778
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

15 holders · Q1 2026

$DFAT is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 12.75%, with an average of 1.62% of portfolio. Largest holder: Premier Financial Group at 12.75%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Premier Financial Group
12.75% ↓ 5.8pp
α +25.3pts
02
Quantum Financial Planning Services, Inc.
2.25% held
α +28.9pts
03
Truepoint, Inc.
2.06% held
α +21.4pts
04
Avant Financial Advisors LLC
1.78% NEW
α +10.5pts
05
Level Financial Advisors
1.10% held
α +30.9pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 778 · Source: 13F-HR
01
Crestline Management, LP
0.57% of portfolio
26,311,762 sh
02
Corre Partners Management, LLC
0.91% of portfolio
13,144,184 sh
03
J. W. Coons Advisors, LLC
1.32% of portfolio
8,602,030 sh
04
Appaloosa LP
17.94% of portfolio
6,383,799 sh
05
Capital Group Private Client Services, Inc.
3.60% of portfolio
5,716,140 sh
06
Broad Run Investment Management, LLC
4.95% of portfolio
5,517,252 sh
07
Savant Capital, LLC
1.64% of portfolio
4,830,800 sh
08
Randolph Co Inc
1.44% of portfolio
4,783,669 sh
09
Tassel Capital Management, Inc.
17.98% of portfolio
3,394,074 sh
10
HGI Capital Management, LLC
2.56% of portfolio
2,788,236 sh
See all 778 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFAT in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFAT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:47 UTC.