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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

706 hedge funds and large institutions have $8.51B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 259 increasing their positions, 252 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
9.47%
Holding in Top 10
105
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.41%
% of All Funds
1.41%
New
47
Increased
259
Reduced
252
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$25.7M
2
FH
Financial Harvest
Florida
+$24.5M
3
Cerity Partners
Cerity Partners
New York
+$22.4M
4
PFA
Pure Financial Advisors
California
+$17.9M
5
AUB
Atlantic Union Bankshares
Virginia
+$16M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$12.2M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$12.1M
3
MWA
Monograph Wealth Advisors
California
-$10.7M
4
GCM
G2 Capital Management
Ohio
-$9M
5
VF
Vawter Financial
Ohio
-$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$2.91M +$446K +8,265 +18%
AAS
252
Avantax Advisory Services
Texas
$2.88M +$126K +2,342 +5%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$2.87M -$181K -3,354 -6%
QCM
254
Quantinno Capital Management
New York
$2.84M +$1.89M +35,103 +200%
RA
255
RFG Advisory
Alabama
$2.81M -$60.7K -1,125 -2%
MGIA
256
Moneta Group Investment Advisors
Missouri
$2.77M +$54 +1 +0%
AWM
257
Aegis Wealth Management
Maryland
$2.73M – – –
BFC
258
Bedel Financial Consulting
Indiana
$2.71M +$190K +3,516 +8%
W
259
WorthPointe
California
$2.63M -$54.1K -1,003 -2%
FFO
260
Fortitude Family Office
Arizona
$2.56M -$1.77M -32,835 -41%
AC
261
Applied Capital
Arkansas
$2.54M -$4.05K -75 -0.2%
US Bancorp
262
US Bancorp
Minnesota
$2.53M +$13.9K +258 +0.6%
AAA
263
AG Asset Advisory
California
$2.52M +$118K +2,187 +5%
DWA
264
Delap Wealth Advisory
Oregon
$2.5M +$153K +2,840 +7%
SCM
265
SOL Capital Management
Maryland
$2.48M – – –
TWD
266
True Wealth Design
Ohio
$2.48M -$379K -7,030 -13%
LWM
267
Lionshead Wealth Management
New York
$2.46M -$2.81M -52,092 -53%
CWM
268
Concentrum Wealth Management
California
$2.45M -$910K -16,872 -27%
WRPWM
269
Werba Rubin Papier Wealth Management
California
$2.43M -$273K -5,061 -10%
SCA
270
Strathmore Capital Advisors
North Carolina
$2.42M +$2.42M +42,999 New
ATI
271
ARK & TLK Investments
Oklahoma
$2.42M -$173K -3,199 -7%
SF
272
Strategent Financial
Virginia
$2.39M +$286K +5,302 +14%
CAC
273
Certified Advisory Corp
Florida
$2.35M -$119K -2,206 -5%
SPC
274
Sigma Planning Corp
Michigan
$2.34M +$282K +5,220 +14%
MFC
275
Morris Financial Concepts
South Carolina
$2.34M +$433K +8,029 +23%
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