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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 %
PIFP
351
Partners in Financial Planning
Virginia
$1.03M +$1.24K +23 +0.1%
AFO
352
Aurelius Family Office
New Hampshire
$1.02M -$24.6K -456 -2%
MA
353
McGrath & Associates
North Carolina
$1.02M +$38.4K +712 +4%
PCM
354
Peirce Capital Management
Texas
$1.01M -$26.4K -490 -3%
VAG
355
Vannoy Advisory Group
Texas
$977K – – –
LIWM
356
Long Island Wealth Management
New York
$961K -$116K -2,155 -11%
CAG
357
Compass Advisory Group
New York
$959K -$301K -5,579 -24%
KF
358
Krilogy Financial
Missouri
$957K +$378 +7 +0%
GWM
359
Grand Wealth Management
Michigan
$949K +$5.07K +94 +0.5%
KWM
360
Keebeck Wealth Management
Illinois
$949K – – –
LKBC
361
L.K. Benson & Company
Maryland
$947K -$50.5K -936 -5%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$946K -$46.4K -859 -5%
STA
363
Summit Trail Advisors
New York
$938K – – –
RF
364
rebel Financial
Ohio
$937K +$937K +17,361 New
AWM
365
Apollon Wealth Management
South Carolina
$924K +$12.4K +230 +1%
SIAG
366
Safeguard Investment Advisory Group
California
$919K -$79.1K -1,466 -8%
CCFM
367
Clear Creek Financial Management
Washington
$915K -$91.7K -1,700 -9%
LWM
368
Lodestone Wealth Management
Washington
$914K +$19.5K +361 +2%
KCPG
369
Kavar Capital Partners Group
Kansas
$911K – – –
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$909K +$104K +1,936 +13%
PMIM
371
Prudent Man Investment Management
Colorado
$905K – – –
SFPM
372
Sensible Financial Planning & Management
Massachusetts
$896K -$54 -1 -0%
WP
373
Wealthspan Partners
Iowa
$890K -$253K -4,689 -22%
AWE
374
Avidian Wealth Enterprises
Texas
$890K +$177K +3,275 +25%
CGPCS
375
Capital Group Private Client Services
California
$874K – – –
13 14
15
16 17