DFAT icon

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 %
JWA
401
JFS Wealth Advisors
Pennsylvania
$757K -$6.69K -124 -0.9%
VWM
402
Vermillion Wealth Management
Minnesota
$753K +$77.1K +1,429 +11%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$752K – – –
NHC
404
Nicholas Hoffman & Company
Georgia
$747K +$5.94K +110 +0.8%
AWP
405
Axis Wealth Partners
Rhode Island
$746K +$108K +2,002 +17%
SFM
406
Signet Financial Management
New Jersey
$722K – – –
BFG
407
Berger Financial Group
Minnesota
$715K -$484K -8,978 -40%
OW
408
Olistico Wealth
Oklahoma
$713K -$2.7K -50 -0.4%
1WA
409
180 Wealth Advisors
Washington
$708K +$72K +1,334 +11%
ACA
410
American Capital Advisory
Idaho
$705K -$175K -3,248 -20%
SEI Investments
411
SEI Investments
Pennsylvania
$703K +$703K +13,020 New
Brown Advisory
412
Brown Advisory
Maryland
$696K – – –
LWM
413
LongView Wealth Management
Georgia
$696K +$16.2K +300 +2%
CF
414
Centaurus Financial
California
$694K +$45.5K +844 +7%
CB
415
Commerce Bank
Missouri
$690K -$125K -2,322 -15%
BWS
416
BCR Wealth Strategies
Alabama
$690K – – –
KP
417
Keel Point
Alabama
$681K +$1.24K +23 +0.2%
CPSAC
418
Chas P. Smith & Associates (CPS)
Florida
$662K – – –
WH
419
Willner & Heller
California
$661K +$121K +2,235 +22%
DWT
420
Dorsey & Whitney Trust
South Dakota
$661K – – –
FFN
421
Focus Financial Network
Minnesota
$659K -$10.5K -195 -2%
IFWM
422
Institute for Wealth Management
Colorado
$658K -$594 -11 -0.1%
Susquehanna International Group
423
Susquehanna International Group
Pennsylvania
$655K +$655K +12,131 New
PWM
424
Perigon Wealth Management
California
$653K – – –
MOS
425
MGO One Seven
Ohio
$652K – – –
15 16
17
18 19