DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

701 hedge funds and large institutions have $8.46B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 31 closing their positions.

Holders
701
Holders Change
-3
Holders Change %
-0.43%
% of All Funds
9.41%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.4%
New
46
Increased
257
Reduced
250
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Premier Financial Group
California
$65.2M
2
FFM
2
Forum Financial Management
Illinois
$505M
3
FH
3
Financial Harvest
Florida
$24.5M
4
Cerity Partners
4
Cerity Partners
New York
$60M
5
PFA
5
Pure Financial Advisors
California
$248M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.39M
3
CW
3
Cook Wealth
North Carolina
$0
4
MWA
4
Monograph Wealth Advisors
California
$31.6M
5
GCM
5
G2 Capital Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$761M 14,095,721 +150,227 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$688M 12,758,269 -226,746 -2%
FFM
3
Forum Financial Management
Illinois
$505M 9,353,565 +476,529 +5%
IFA
4
Index Fund Advisors
California
$333M 6,171,419 -140,867 -2%
SC
5
Savant Capital
Illinois
$267M 4,945,212 -103,819 -2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$262M 4,859,841 -55,536 -1%
PFA
7
Pure Financial Advisors
California
$248M 4,601,657 +331,821 +8%
EWA
8
EP Wealth Advisors
California
$176M 3,270,120 +253,917 +8%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$160M 2,857,878 -20,834 -0.7%
Corient Private Wealth
10
Corient Private Wealth
Florida
$149M 2,758,756 -91,680 -3%
ADL
11
Asset Dedication LLC
California
$129M 2,396,117 +91,093 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M 2,171,151 +5,739 +0.3%
WCWM
13
Willow Creek Wealth Management
California
$113M 2,099,217 +69,450 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$102M 1,895,203 -93,901 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$102M 1,894,802 -11,931 -0.6%
TCOTS
16
Trust Company of the South
North Carolina
$96.9M 1,795,383 +20,307 +1%
AC
17
Apella Capital
Connecticut
$92M 1,657,077 +19,511 +1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$89.7M 1,663,239 -77,121 -4%
RIM
19
RW Investment Management
Idaho
$88.9M 1,647,101 -10,543 -0.6%
Raymond James Financial
20
Raymond James Financial
Florida
$83.8M 1,553,224 +141,640 +10%
PL
21
Plancorp LLC
Missouri
$82.9M 1,535,663 -62,447 -4%
TI
22
Truepoint Inc
Ohio
$82.8M 1,535,250 +73,811 +5%
AWP
23
Abacus Wealth Partners
California
$79.4M 1,472,191 +151,942 +12%
GOCP
24
Great Oak Capital Partners
Massachusetts
$75M 1,337,702 +124,642 +10%
SFA
25
Sequoia Financial Advisors
Ohio
$68.1M 1,261,350 +246,921 +24%
1
2 3 4 5