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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 %
RB
326
Renasant Bank
Mississippi
$1.37M – – –
MFG
327
Merit Financial Group
Georgia
$1.34M +$408K +7,562 +44%
WFA
328
Websterrogers Financial Advisors
South Carolina
$1.33M -$11.7K -216 -0.9%
B
329
BetterWealth
California
$1.3M -$20.6K -382 -2%
SB
330
Strategic Blueprint
Georgia
$1.29M +$141K +2,616 +12%
MWP
331
Meredith Wealth Planning
Illinois
$1.28M +$214K +3,959 +20%
FYW
332
Future You Wealth
New York
$1.27M – – –
Natixis Advisors
333
Natixis Advisors
Massachusetts
$1.26M +$631K +11,692 +101%
W
334
WealthCollab
Washington
$1.24M +$8.42K +156 +0.7%
Fidelity Investments
335
Fidelity Investments
Massachusetts
$1.24M -$22.5K -417 -2%
Renaissance Technologies
336
Renaissance Technologies
New York
$1.23M +$54K +1,000 +5%
PCIA
337
Prime Capital Investment Advisors
Kansas
$1.22M -$211K -3,902 -15%
ZF
338
Zhang Financial
Michigan
$1.22M +$4.75K +88 +0.4%
MWM
339
Melfa Wealth Management
Massachusetts
$1.21M -$9.71K -180 -0.8%
KWA
340
Kondo Wealth Advisors
California
$1.2M -$99.6K -1,802 -8%
BAM
341
BOS Asset Management
Illinois
$1.2M +$7.28K +135 +0.6%
MWPCG
342
Measured Wealth Private Client Group
New Hampshire
$1.18M -$154K -2,847 -12%
Bessemer Group
343
Bessemer Group
New Jersey
$1.17M – – –
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$1.15M -$30.9K -572 -3%
P
345
&Partners
Tennessee
$1.15M +$84.8K +1,572 +8%
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$1.14M +$88.3K +1,637 +8%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$1.13M -$60.5K -1,121 -5%
CAM
348
Clark Asset Management
New Hampshire
$1.11M +$393K +7,282 +55%
IPW
349
Intergy Private Wealth
Colorado
$1.08M – – –
IWS
350
Integrity Wealth Solutions
Colorado
$1.03M +$4.69K +87 +0.5%
12 13
14
15 16