Dimensional US Targeted VA (DFAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Confluence Wealth Services, Inc.

NEW

Shares612,293

Change+612,293

Value$40.7M

Filed 2026-11-05

First Command Advisory Services, Inc.

NEW

Shares204,582

Change+204,582

Value$13.6M

Filed 2026-11-05

Vestia Personal Wealth Advisors

NEW

Shares184,936

Change+184,936

Value$12.3M

Filed 2026-10-20

Gradient Capital Advisors, LLC

NEW

Shares132,485

Change+132,485

Value$8.8M

Filed 2026-10-21

Studio Investment Management LLC

NEW

Shares127,681

Change+127,681

Value$8.5M

Filed 2026-10-22

Fortitude Family Office, LLC

NEW

Shares78,447

Change+78,447

Value$5.2M

Filed 2026-10-14

Ares Financial Consulting, LLC

NEW

Shares73,823

Change+73,823

Value$4.9M

Filed 2026-10-19

EverSource Wealth Advisors, LLC

NEW

Shares56,377

Change+56,377

Value$3.7M

Filed 2026-11-04

Strategic Blueprint, LLC

NEW

Shares31,846

Change+31,846

Value$2.1M

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares30,826

Change+30,826

Value$2.0M

Filed 2026-10-21

Lodestone Wealth Management LLC

NEW

Shares27,828

Change+27,828

Value$1.8M

Filed 2026-10-14

McCarley & Cook Financial Planners

UNCHANGED

Shares21,943 from 21,943

Change0 (0%)

Value$1.5M (-$75.9K)

Filed 2026-10-21

Plante Moran Financial Advisors, LLC

NEW

Shares12,551

Change+12,551

Value$833.9K

Filed 2026-11-04

Nicholas Hoffman & Company, Llc.

NEW

Shares9,888

Change+9,888

Value$656.9K

Filed 2026-10-30

Correct Capital Wealth Management

NEW

Shares9,033

Change+9,033

Value$600.2K

Filed 2026-11-02

Monument Group Wealth Advisors, LLC

NEW

Shares8,311

Change+8,311

Value$552.2K

Filed 2026-10-21

Valued Wealth Advisors LLC

NEW

Shares8,073

Change+8,073

Value$536.4K

Filed 2026-11-05

Mitchell Capital Management Co

NEW

Shares6,771

Change+6,771

Value$449.9K

Filed 2026-10-29

Pinnacle Wealth Management Advisory Group, LLC

NEW

Shares5,514

Change+5,514

Value$366.4K

Filed 2026-10-23

Acorn Financial Advisory Services Inc

NEW

Shares5,506

Change+5,506

Value$365.8K

Filed 2026-11-02

Corundum Group, Inc.

NEW

Shares4,908

Change+4,908

Value$326.1K

Filed 2026-10-28

Financial Security Advisor, Inc.

NEW

Shares4,262

Change+4,262

Value$283.2K

Filed 2026-11-03

Washington Trust Advisors, Inc.

NEW

Shares4,162

Change+4,162

Value$276.5K

Filed 2026-10-22

Prism Advisors, Inc.

NEW

Shares3,771

Change+3,771

Value$254.8K

Filed 2026-10-09

Align Financial, LLC

NEW

Shares3,342

Change+3,342

Value$222.0K

Filed 2026-10-16

Hurley Capital, LLC

NEW

Shares2,571

Change+2,571

Value$170.8K

Filed 2026-11-05

Princeton Global Asset Management LLC

NEW

Shares2,225

Change+2,225

Value$147.8K

Filed 2026-10-21

S.A. Mason LLC

NEW

Shares2,029

Change+2,029

Value$134.8K

Filed 2026-10-13

Parallel Advisors, LLC

NEW

Shares1,722

Change+1,722

Value$114.4K

Filed 2026-11-03

Global Trust Asset Management, LLC

NEW

Shares1,000

Change+1,000

Value$66.4K

Filed 2026-10-19

CGC Financial Services, LLC

NEW

Shares942

Change+942

Value$62.6K

Filed 2026-10-13

Mascoma Wealth Management LLC

NEW

Shares575

Change+575

Value$38.2K

Filed 2026-10-23

Creative Capital Management Investments LLC

NEW

Shares356

Change+356

Value$23.7K

Filed 2026-10-28

Transce3nd, LLC

NEW

Shares322

Change+322

Value$22.1K

Filed 2026-10-26

1620 Investment Advisors, Inc.

NEW

Shares103

Change+103

Value$6.8K

Filed 2026-11-04

Trust Co

NEW

Shares44

Change+44

Value$2.9K

Filed 2026-10-09

	Status
Confluence Wealth Services, Inc.	NEW	612,293	—	+612,293	—	—	$40.7M	—	2026-11-05
First Command Advisory Services, Inc.	NEW	204,582	—	+204,582	—	—	$13.6M	—	2026-11-05
Vestia Personal Wealth Advisors	NEW	184,936	—	+184,936	—	—	$12.3M	—	2026-10-20
Gradient Capital Advisors, LLC	NEW	132,485	—	+132,485	—	—	$8.8M	—	2026-10-21
Studio Investment Management LLC	NEW	127,681	—	+127,681	—	—	$8.5M	—	2026-10-22
Fortitude Family Office, LLC	NEW	78,447	—	+78,447	—	—	$5.2M	—	2026-10-14
Ares Financial Consulting, LLC	NEW	73,823	—	+73,823	—	—	$4.9M	—	2026-10-19
EverSource Wealth Advisors, LLC	NEW	56,377	—	+56,377	—	—	$3.7M	—	2026-11-04
Strategic Blueprint, LLC	NEW	31,846	—	+31,846	—	—	$2.1M	—	2026-10-22
Root Financial Partners, LLC	NEW	30,826	—	+30,826	—	—	$2.0M	—	2026-10-21
Lodestone Wealth Management LLC	NEW	27,828	—	+27,828	—	—	$1.8M	—	2026-10-14
McCarley & Cook Financial Planners	UNCHANGED	21,943	21,943	0	0%	$1.5M	$1.5M	-$75.9K	2026-10-21
Plante Moran Financial Advisors, LLC	NEW	12,551	—	+12,551	—	—	$833.9K	—	2026-11-04
Nicholas Hoffman & Company, Llc.	NEW	9,888	—	+9,888	—	—	$656.9K	—	2026-10-30
Correct Capital Wealth Management	NEW	9,033	—	+9,033	—	—	$600.2K	—	2026-11-02
Monument Group Wealth Advisors, LLC	NEW	8,311	—	+8,311	—	—	$552.2K	—	2026-10-21
Valued Wealth Advisors LLC	NEW	8,073	—	+8,073	—	—	$536.4K	—	2026-11-05
Mitchell Capital Management Co	NEW	6,771	—	+6,771	—	—	$449.9K	—	2026-10-29
Pinnacle Wealth Management Advisory Group, LLC	NEW	5,514	—	+5,514	—	—	$366.4K	—	2026-10-23
Acorn Financial Advisory Services Inc	NEW	5,506	—	+5,506	—	—	$365.8K	—	2026-11-02
Corundum Group, Inc.	NEW	4,908	—	+4,908	—	—	$326.1K	—	2026-10-28
Financial Security Advisor, Inc.	NEW	4,262	—	+4,262	—	—	$283.2K	—	2026-11-03
Washington Trust Advisors, Inc.	NEW	4,162	—	+4,162	—	—	$276.5K	—	2026-10-22
Prism Advisors, Inc.	NEW	3,771	—	+3,771	—	—	$254.8K	—	2026-10-09
Align Financial, LLC	NEW	3,342	—	+3,342	—	—	$222.0K	—	2026-10-16
Hurley Capital, LLC	NEW	2,571	—	+2,571	—	—	$170.8K	—	2026-11-05
Princeton Global Asset Management LLC	NEW	2,225	—	+2,225	—	—	$147.8K	—	2026-10-21
S.A. Mason LLC	NEW	2,029	—	+2,029	—	—	$134.8K	—	2026-10-13
Parallel Advisors, LLC	NEW	1,722	—	+1,722	—	—	$114.4K	—	2026-11-03
Global Trust Asset Management, LLC	NEW	1,000	—	+1,000	—	—	$66.4K	—	2026-10-19
CGC Financial Services, LLC	NEW	942	—	+942	—	—	$62.6K	—	2026-10-13
Mascoma Wealth Management LLC	NEW	575	—	+575	—	—	$38.2K	—	2026-10-23
Creative Capital Management Investments LLC	NEW	356	—	+356	—	—	$23.7K	—	2026-10-28
Transce3nd, LLC	NEW	322	—	+322	—	—	$22.1K	—	2026-10-26
1620 Investment Advisors, Inc.	NEW	103	—	+103	—	—	$6.8K	—	2026-11-04
Trust Co	NEW	44	—	+44	—	—	$2.9K	—	2026-10-09

Showing 36 of 36 institutions