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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 %
DWM
376
David Wealth Management
Virginia
$870K -$108K -2,003 -11%
CPIG
377
Chicago Partners Investment Group
Illinois
$868K +$3.18K +56 +0.4%
WIM
378
Warwick Investment Management
Texas
$868K +$3.99K +74 +0.5%
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$868K – – –
DAS
380
Dynamic Advisor Solutions
Arizona
$863K +$12.1K +224 +1%
SOAG
381
Silver Oak Advisory Group
Oregon
$862K +$425K +7,874 +97%
EFH
382
Eaton Financial Holdings
Florida
$854K +$854K +15,822 New
KeyBank National Association
383
KeyBank National Association
Ohio
$853K – – –
CSP
384
Cary Street Partners
Virginia
$849K +$306K +5,670 +56%
SAM
385
Smartleaf Asset Management
Massachusetts
$841K -$14.7K -272 -2%
FWM
386
Fortress Wealth Management
California
$836K -$82.3K -1,526 -9%
BWMG
387
Bannerman Wealth Management Group
Texas
$835K +$22.1K +410 +3%
DWM
388
Dakota Wealth Management
Florida
$835K -$100K -1,861 -11%
PB
389
Pinnacle Bancorp
Nebraska
$828K -$2.97K -55 -0.4%
BW
390
BIP Wealth
Georgia
$816K +$523K +9,696 +179%
SOS
391
Silver Oak Securities
Tennessee
$808K +$13.9K +258 +2%
SAG
392
SageView Advisory Group
California
$806K -$257K -4,573 -24%
SSW
393
Stone Summit Wealth
Florida
$799K +$179K +3,315 +29%
CIA
394
Capital Investment Advisors
Georgia
$789K – – –
FWP
395
Falcon Wealth Planning
California
$783K -$44.3K -821 -5%
UCFA
396
United Capital Financial Advisors
Texas
$778K -$14.4K -266 -2%
WA
397
Waverly Advisors
Alabama
$776K -$15.7K -291 -2%
PMFA
398
Plante Moran Financial Advisors
Michigan
$774K +$16.8K +311 +2%
LCWP
399
Legacy Capital Wealth Partners
Arkansas
$767K +$767K +14,222 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$757K -$6.69K -124 -0.9%
14 15
16
17 18