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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 %
AAS
251
Avantax Advisory Services
Texas
$2.88M +$126K +2,342 +5%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$2.87M -$181K -3,354 -6%
QCM
253
Quantinno Capital Management
New York
$2.84M +$1.89M +35,103 +200%
RA
254
RFG Advisory
Alabama
$2.81M -$60.7K -1,125 -2%
MGIA
255
Moneta Group Investment Advisors
Missouri
$2.77M +$54 +1 +0%
AWM
256
Aegis Wealth Management
Maryland
$2.73M – – –
BFC
257
Bedel Financial Consulting
Indiana
$2.71M +$190K +3,516 +8%
W
258
WorthPointe
California
$2.63M -$54.1K -1,003 -2%
FFO
259
Fortitude Family Office
Arizona
$2.56M -$1.77M -32,835 -41%
AC
260
Applied Capital
Arkansas
$2.54M -$4.05K -75 -0.2%
US Bancorp
261
US Bancorp
Minnesota
$2.53M +$13.9K +258 +0.6%
AAA
262
AG Asset Advisory
California
$2.52M +$118K +2,187 +5%
DWA
263
Delap Wealth Advisory
Oregon
$2.5M +$153K +2,840 +7%
SCM
264
SOL Capital Management
Maryland
$2.48M – – –
TWD
265
True Wealth Design
Ohio
$2.48M -$379K -7,030 -13%
LWM
266
Lionshead Wealth Management
New York
$2.46M -$2.81M -52,092 -53%
CWM
267
Concentrum Wealth Management
California
$2.45M -$910K -16,872 -27%
WRPWM
268
Werba Rubin Papier Wealth Management
California
$2.43M -$273K -5,061 -10%
SCA
269
Strathmore Capital Advisors
North Carolina
$2.42M +$2.42M +42,999 New
ATI
270
ARK & TLK Investments
Oklahoma
$2.42M -$173K -3,199 -7%
SF
271
Strategent Financial
Virginia
$2.39M +$286K +5,302 +14%
CAC
272
Certified Advisory Corp
Florida
$2.35M -$119K -2,206 -5%
SPC
273
Sigma Planning Corp
Michigan
$2.34M +$282K +5,220 +14%
MFC
274
Morris Financial Concepts
South Carolina
$2.34M +$433K +8,029 +23%
OFO
275
OneAscent Family Office
Alabama
$2.3M – – –
9 10
11
12 13