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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
1.39%
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 %
AFA
276
Avant Financial Advisors
Texas
$2.27M +$49.7K +921 +2%
MSFS
277
Main Street Financial Solutions
Pennsylvania
$2.26M +$31.1K +576 +1%
TCM
278
TruNorth Capital Management
Michigan
$2.26M -$28.4K -527 -1%
AWP
279
Astra Wealth Partners
New Jersey
$2.23M +$218K +4,046 +11%
BI
280
Beckerman Institutional
New Jersey
$2.23M +$167K +3,095 +8%
IAG
281
Investmark Advisory Group
Connecticut
$2.21M -$3.56K -66 -0.2%
AWA
282
Arkadios Wealth Advisors
Georgia
$2.2M +$243K +4,511 +12%
GSF
283
Grove Street Fiduciary
New Hampshire
$2.19M -$31.6K -586 -1%
RPA
284
Redwood Park Advisors
California
$2.16M +$137K +2,534 +7%
Ameriprise
285
Ameriprise
Minnesota
$2.15M +$1.47M +27,315 +217%
BA
286
Bridgewater Advisors
New York
$2.11M – – –
EWP
287
Elevation Wealth Partners
California
$2.11M -$406K -7,522 -16%
MT
288
Midwest Trust
Kansas
$2.11M +$2.11M +39,103 New
MA
289
Mutual Advisors
Nebraska
$2.06M -$23.5K -420 -1%
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$1.97M -$5.07K -94 -0.3%
AHL
291
Abel Hall LLC
Louisiana
$1.93M -$432 -8 -0%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$1.92M +$19.9K +368 +1%
JC
293
Jentner Corp
Ohio
$1.92M -$445K -8,250 -19%
CFP
294
Cascade Financial Partners
California
$1.9M -$183K -3,397 -9%
SIM
295
Stratos Investment Management
Ohio
$1.83M +$1.83M +33,973 New
HIG
296
Heritage Investment Group
Florida
$1.78M -$36.3K -672 -2%
QHA
297
Quarry Hill Advisors
Minnesota
$1.77M -$447K -8,293 -20%
FSWA
298
Financial Synergies Wealth Advisors
Texas
$1.76M +$7.18K +133 +0.4%
PAG
299
Private Advisor Group
New Jersey
$1.76M -$101K -1,872 -5%
SC
300
Schubert & Co
Texas
$1.73M +$4.1K +76 +0.2%
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