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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 %
RC
376
Roundview Capital
New Jersey
$872K +$872K +16,169 New
DWM
377
David Wealth Management
Virginia
$870K -$108K -2,003 -11%
CPIG
378
Chicago Partners Investment Group
Illinois
$868K +$3.18K +56 +0.4%
WIM
379
Warwick Investment Management
Texas
$868K +$3.99K +74 +0.5%
TNBTD
380
Trustmark National Bank Trust Department
Mississippi
$868K – – –
DAS
381
Dynamic Advisor Solutions
Arizona
$863K +$12.1K +224 +1%
SOAG
382
Silver Oak Advisory Group
Oregon
$862K +$425K +7,874 +97%
EFH
383
Eaton Financial Holdings
Florida
$854K +$854K +15,822 New
KeyBank National Association
384
KeyBank National Association
Ohio
$853K – – –
CSP
385
Cary Street Partners
Virginia
$849K +$306K +5,670 +56%
SAM
386
Smartleaf Asset Management
Massachusetts
$841K -$14.7K -272 -2%
FWM
387
Fortress Wealth Management
California
$836K -$82.3K -1,526 -9%
BWMG
388
Bannerman Wealth Management Group
Texas
$835K +$22.1K +410 +3%
DWM
389
Dakota Wealth Management
Florida
$835K -$100K -1,861 -11%
PB
390
Pinnacle Bancorp
Nebraska
$828K -$2.97K -55 -0.4%
BW
391
BIP Wealth
Georgia
$816K +$523K +9,696 +179%
SOS
392
Silver Oak Securities
Tennessee
$808K +$13.9K +258 +2%
SAG
393
SageView Advisory Group
California
$806K -$257K -4,573 -24%
SSW
394
Stone Summit Wealth
Florida
$799K +$179K +3,315 +29%
CIA
395
Capital Investment Advisors
Georgia
$789K – – –
FWP
396
Falcon Wealth Planning
California
$783K -$44.3K -821 -5%
UCFA
397
United Capital Financial Advisors
Texas
$778K -$14.4K -266 -2%
WA
398
Waverly Advisors
Alabama
$776K -$15.7K -291 -2%
PMFA
399
Plante Moran Financial Advisors
Michigan
$774K +$16.8K +311 +2%
LCWP
400
Legacy Capital Wealth Partners
Arkansas
$767K +$767K +14,222 New
14 15
16
17 18