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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 %
NDWM
301
New Dimensions Wealth Management
Texas
$1.67M +$193K +3,582 +13%
LG
302
LAM Group
Oregon
$1.66M +$54 +1 +0%
HCM
303
Hutchinson Capital Management
California
$1.64M +$158K +2,919 +11%
IWC
304
Integrated Wealth Concepts
Massachusetts
$1.64M +$3.02K +56 +0.2%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$1.61M +$41K +760 +3%
AWM
306
Avior Wealth Management
Nebraska
$1.6M -$1.57K -29 -0.1%
AA
307
Addison Advisors
Vermont
$1.59M -$226K -4,191 -12%
BWP
308
Balboa Wealth Partners
Arizona
$1.58M -$69.7K -1,292 -4%
RFP
309
Root Financial Partners
California
$1.53M +$299K +5,535 +24%
VCM
310
Versant Capital Management
Arizona
$1.53M -$1.51K -28 -0.1%
TNA
311
True North Advisors
Texas
$1.52M – – –
PAG
312
Poinciana Advisors Group
Florida
$1.52M -$116K -2,151 -7%
RWM
313
Rockwood Wealth Management
Pennsylvania
$1.51M -$800K -14,830 -35%
SEIA
314
Signature Estate & Investment Advisors
California
$1.5M +$302K +5,593 +25%
VWM
315
Verus Wealth Management
Wisconsin
$1.48M -$341K -6,325 -19%
PPH
316
Pure Portfolios Holdings
Oregon
$1.48M -$102K -1,892 -6%
CWM
317
CarsonAllaria Wealth Management
Illinois
$1.47M -$24.2K -449 -2%
SPIA
318
Steward Partners Investment Advisory
New York
$1.44M -$510K -9,451 -26%
FWMP
319
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.42M -$75.9K -1,407 -5%
CRC
320
Curi RMB Capital
Illinois
$1.41M +$1.08K +20 +0.1%
IA
321
IFG Advisors
Missouri
$1.41M – – –
TFA
322
Tobias Financial Advisors
Florida
$1.4M -$38.1K -706 -3%
2L
323
25 LLC
Missouri
$1.39M -$971 -18 -0.1%
TIAM2
324
Tru Independence Asset Management 2
Oregon
$1.38M -$99K -1,835 -7%
RB
325
Renasant Bank
Mississippi
$1.37M – – –
11 12
13
14 15