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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 %
VWM
401
Vermillion Wealth Management
Minnesota
$753K +$77.1K +1,429 +11%
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$752K – – –
NHC
403
Nicholas Hoffman & Company
Georgia
$747K +$5.94K +110 +0.8%
AWP
404
Axis Wealth Partners
Rhode Island
$746K +$108K +2,002 +17%
SFM
405
Signet Financial Management
New Jersey
$722K – – –
BFG
406
Berger Financial Group
Minnesota
$715K -$484K -8,978 -40%
OW
407
Olistico Wealth
Oklahoma
$713K -$2.7K -50 -0.4%
1WA
408
180 Wealth Advisors
Washington
$708K +$72K +1,334 +11%
ACA
409
American Capital Advisory
Idaho
$705K -$175K -3,248 -20%
SEI Investments
410
SEI Investments
Pennsylvania
$703K +$703K +13,020 New
Brown Advisory
411
Brown Advisory
Maryland
$696K – – –
LWM
412
LongView Wealth Management
Georgia
$696K +$16.2K +300 +2%
CF
413
Centaurus Financial
California
$694K +$45.5K +844 +7%
CB
414
Commerce Bank
Missouri
$690K -$125K -2,322 -15%
BWS
415
BCR Wealth Strategies
Alabama
$690K – – –
KP
416
Keel Point
Alabama
$681K +$1.24K +23 +0.2%
CPSAC
417
Chas P. Smith & Associates (CPS)
Florida
$662K – – –
WH
418
Willner & Heller
California
$661K +$121K +2,235 +22%
DWT
419
Dorsey & Whitney Trust
South Dakota
$661K – – –
FFN
420
Focus Financial Network
Minnesota
$659K -$10.5K -195 -2%
IFWM
421
Institute for Wealth Management
Colorado
$658K -$594 -11 -0.1%
Susquehanna International Group
422
Susquehanna International Group
Pennsylvania
$655K +$655K +12,131 New
PWM
423
Perigon Wealth Management
California
$653K – – –
MOS
424
MGO One Seven
Ohio
$652K – – –
EW
425
Evoke Wealth
California
$650K – – –
15 16
17
18 19