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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 %
MFG
326
Merit Financial Group
Georgia
$1.34M +$408K +7,562 +44%
WFA
327
Websterrogers Financial Advisors
South Carolina
$1.33M -$11.7K -216 -0.9%
B
328
BetterWealth
California
$1.3M -$20.6K -382 -2%
SB
329
Strategic Blueprint
Georgia
$1.29M +$141K +2,616 +12%
MWP
330
Meredith Wealth Planning
Illinois
$1.28M +$214K +3,959 +20%
FYW
331
Future You Wealth
New York
$1.27M – – –
Natixis Advisors
332
Natixis Advisors
Massachusetts
$1.26M +$631K +11,692 +101%
W
333
WealthCollab
Washington
$1.24M +$8.42K +156 +0.7%
Fidelity Investments
334
Fidelity Investments
Massachusetts
$1.24M -$22.5K -417 -2%
Renaissance Technologies
335
Renaissance Technologies
New York
$1.23M +$54K +1,000 +5%
PCIA
336
Prime Capital Investment Advisors
Kansas
$1.22M -$211K -3,902 -15%
ZF
337
Zhang Financial
Michigan
$1.22M +$4.75K +88 +0.4%
MWM
338
Melfa Wealth Management
Massachusetts
$1.21M -$9.71K -180 -0.8%
KWA
339
Kondo Wealth Advisors
California
$1.2M -$99.6K -1,802 -8%
BAM
340
BOS Asset Management
Illinois
$1.2M +$7.28K +135 +0.6%
MWPCG
341
Measured Wealth Private Client Group
New Hampshire
$1.18M -$154K -2,847 -12%
Bessemer Group
342
Bessemer Group
New Jersey
$1.17M – – –
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$1.15M -$30.9K -572 -3%
P
344
&Partners
Tennessee
$1.15M +$84.8K +1,572 +8%
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$1.14M +$88.3K +1,637 +8%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$1.13M -$60.5K -1,121 -5%
CAM
347
Clark Asset Management
New Hampshire
$1.11M +$393K +7,282 +55%
IPW
348
Intergy Private Wealth
Colorado
$1.08M – – –
IWS
349
Integrity Wealth Solutions
Colorado
$1.03M +$4.69K +87 +0.5%
PIFP
350
Partners in Financial Planning
Virginia
$1.03M +$1.24K +23 +0.1%
12 13
14
15 16