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
6
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 6 of 6 · Source: 13F-HR
01
Premier Financial Group
12.75% of portfolio
1,186,639 sh
02
Quantum Financial Planning Services, Inc.
2.61% of portfolio
120,431 sh
03
Level Financial Advisors
1.08% of portfolio
69,302 sh
04
Bridgewater Associates
0.15% of portfolio
37,725 sh
05
Renaissance Technologies
—
17,900 sh
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
1,383 sh

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.

Convergence · $DFAT

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.