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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

705 hedge funds and large institutions have $8.49B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 258 increasing their positions, 252 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
9.46%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.4%
New
47
Increased
258
Reduced
252
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$505M
2
FH
2
Financial Harvest
Florida
$24.5M
3
Cerity Partners
3
Cerity Partners
New York
$60M
4
PFA
4
Pure Financial Advisors
California
$248M
5
AUB
5
Atlantic Union Bankshares
Virginia
$16M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.39M
3
MWA
3
Monograph Wealth Advisors
California
$31.6M
4
GCM
4
G2 Capital Management
Ohio
$0
5
VF
5
Vawter Financial
Ohio
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
226
Aviance Capital Partners
Florida
$3.76M +$609K +11,283 +19%
EWA
227
Elevate Wealth Advisory
Georgia
$3.76M +$230K +4,257 +7%
EWA
228
EverSource Wealth Advisors
Alabama
$3.71M +$746K +13,822 +25%
WKWM
229
Walter & Keenan Wealth Management
Indiana
$3.71M -$1.53M -28,356 -29%
QFPS
230
Quantum Financial Planning Services
Washington
$3.68M +$886K +16,415 +32%
BCI
231
Brinker Capital Investments
Pennsylvania
$3.66M +$417K +7,732 +13%
WAM
232
Weinberger Asset Management
California
$3.52M +$405K +7,504 +13%
FC
233
Financial Consulate
Maryland
$3.47M -$3.86M -71,518 -53%
IIM
234
InTrack Investment Management
Vermont
$3.47M +$3.09M +57,250 +819%
MCA
235
Maryland Capital Advisors
Maryland
$3.43M +$810K +15,020 +31%
KA
236
Klingman & Associates
New York
$3.36M – – –
AFG
237
Atomi Financial Group
New York
$3.36M -$182K -3,374 -5%
TWP
238
Total Wealth Planning
Ohio
$3.35M -$100K -1,859 -3%
LWM
239
LJI Wealth Management
Indiana
$3.33M +$290K +5,375 +10%
SP
240
Symmetry Partners
Connecticut
$3.23M -$11.2K -208 -0.3%
SDWIA
241
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.23M +$45.8K +849 +1%
OIA
242
OneDigital Investment Advisors
Kansas
$3.2M -$587K -10,885 -15%
CW
243
Curio Wealth
Maryland
$3.12M +$3.11M +57,715 +125,467%
LOPW
244
Live Oak Private Wealth
North Carolina
$3.12M – – –
XPN
245
XY Planning Network
Montana
$3.07M +$842K +15,602 +38%
SRWM
246
Shira Ridge Wealth Management
California
$3.06M -$44.3K -821 -1%
FIM
247
Freedom Investment Management
Connecticut
$3.05M -$38.5K -713 -1%
AWM
248
Axxcess Wealth Management
California
$3.01M -$74.7K -1,385 -2%
BlackRock
249
BlackRock
New York
$2.98M +$816K +15,116 +38%
CAM
250
Cresset Asset Management
Illinois
$2.91M +$446K +8,265 +18%
8 9
10
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