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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
1.4%
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 %
WT
426
Washington Trust
Rhode Island
$647K – – –
CAM
427
CPA Asset Management
Florida
$644K – – –
Janney Montgomery Scott
428
Janney Montgomery Scott
Pennsylvania
$639K – – –
RIP
429
RAM Investment Partners
Washington
$638K – – –
FWCM
430
Ferguson Wellman Capital Management
Oregon
$636K – – –
Lido Advisors
431
Lido Advisors
California
$628K +$144K +2,667 +30%
NCM
432
NCM Capital Management
New Jersey
$628K -$11.2K -207 -2%
MWG
433
Martin Worley Group
Utah
$627K -$42.2K -782 -6%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$621K -$270 -5 -0%
ACA
435
Aptus Capital Advisors
Alabama
$621K -$40.7K -755 -6%
FWM
436
Forza Wealth Management
Florida
$617K – – –
CTC
437
Central Trust Company
Missouri
$601K +$505K +9,358 +525%
G
438
GenTrust
Florida
$598K – – –
BI
439
Berkeley Inc
Idaho
$595K -$9.34K -173 -2%
FS
440
Financial Symmetry
North Carolina
$593K +$7.61K +141 +1%
CWA
441
Cascade Wealth Advisors
Washington
$591K +$591K +10,830 New
USCWA
442
U.S. Capital Wealth Advisors
Texas
$587K -$100K -1,857 -15%
NA
443
Nautilus Advisors
California
$584K +$260K +4,825 +80%
KRW
444
Kaufman Rossin Wealth
Florida
$581K – – –
IC
445
IEQ Capital
California
$580K +$22.5K +417 +4%
SFS
446
Strategic Financial Services
New York
$575K -$3.02K -56 -0.5%
WF
447
WoodTrust Financial
Wisconsin
$575K – – –
HWM
448
HB Wealth Management
Georgia
$569K -$10.1K -187 -2%
AWS
449
Atria Wealth Solutions
New York
$557K -$88.5K -1,609 -14%
LCM
450
Liberty Capital Management
Michigan
$556K – – –
16 17
18
19 20