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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 %
AFO
351
Aurelius Family Office
New Hampshire
$1.02M -$24.6K -456 -2%
MA
352
McGrath & Associates
North Carolina
$1.02M +$38.4K +712 +4%
PCM
353
Peirce Capital Management
Texas
$1.01M -$26.4K -490 -3%
VAG
354
Vannoy Advisory Group
Texas
$977K – – –
LIWM
355
Long Island Wealth Management
New York
$961K -$116K -2,155 -11%
CAG
356
Compass Advisory Group
New York
$959K -$301K -5,579 -24%
KF
357
Krilogy Financial
Missouri
$957K +$378 +7 +0%
GWM
358
Grand Wealth Management
Michigan
$949K +$5.07K +94 +0.5%
KWM
359
Keebeck Wealth Management
Illinois
$949K – – –
LKBC
360
L.K. Benson & Company
Maryland
$947K -$50.5K -936 -5%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$946K -$46.4K -859 -5%
STA
362
Summit Trail Advisors
New York
$938K – – –
RF
363
rebel Financial
Ohio
$937K +$937K +17,361 New
AWM
364
Apollon Wealth Management
South Carolina
$924K +$12.4K +230 +1%
SIAG
365
Safeguard Investment Advisory Group
California
$919K -$79.1K -1,466 -8%
CCFM
366
Clear Creek Financial Management
Washington
$915K -$91.7K -1,700 -9%
LWM
367
Lodestone Wealth Management
Washington
$914K +$19.5K +361 +2%
KCPG
368
Kavar Capital Partners Group
Kansas
$911K – – –
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$909K +$104K +1,936 +13%
PMIM
370
Prudent Man Investment Management
Colorado
$905K – – –
SFPM
371
Sensible Financial Planning & Management
Massachusetts
$896K -$54 -1 -0%
WP
372
Wealthspan Partners
Iowa
$890K -$253K -4,689 -22%
AWE
373
Avidian Wealth Enterprises
Texas
$890K +$177K +3,275 +25%
CGPCS
374
Capital Group Private Client Services
California
$874K – – –
RC
375
Roundview Capital
New Jersey
$872K +$872K +16,169 New
13 14
15
16 17