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 %
EW
426
Evoke Wealth
California
$650K – – –
WT
427
Washington Trust
Rhode Island
$647K – – –
CAM
428
CPA Asset Management
Florida
$644K – – –
Janney Montgomery Scott
429
Janney Montgomery Scott
Pennsylvania
$639K – – –
RIP
430
RAM Investment Partners
Washington
$638K – – –
FWCM
431
Ferguson Wellman Capital Management
Oregon
$636K – – –
Lido Advisors
432
Lido Advisors
California
$628K +$144K +2,667 +30%
NCM
433
NCM Capital Management
New Jersey
$628K -$11.2K -207 -2%
MWG
434
Martin Worley Group
Utah
$627K -$42.2K -782 -6%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$621K -$270 -5 -0%
ACA
436
Aptus Capital Advisors
Alabama
$621K -$40.7K -755 -6%
FWM
437
Forza Wealth Management
Florida
$617K – – –
CTC
438
Central Trust Company
Missouri
$601K +$505K +9,358 +525%
G
439
GenTrust
Florida
$598K – – –
BI
440
Berkeley Inc
Idaho
$595K -$9.34K -173 -2%
FS
441
Financial Symmetry
North Carolina
$593K +$7.61K +141 +1%
CWA
442
Cascade Wealth Advisors
Washington
$591K +$591K +10,830 New
USCWA
443
U.S. Capital Wealth Advisors
Texas
$587K -$100K -1,857 -15%
NA
444
Nautilus Advisors
California
$584K +$260K +4,825 +80%
KRW
445
Kaufman Rossin Wealth
Florida
$581K – – –
IC
446
IEQ Capital
California
$580K +$22.5K +417 +4%
SFS
447
Strategic Financial Services
New York
$575K -$3.02K -56 -0.5%
WF
448
WoodTrust Financial
Wisconsin
$575K – – –
HWM
449
HB Wealth Management
Georgia
$569K -$10.1K -187 -2%
AWS
450
Atria Wealth Solutions
New York
$557K -$88.5K -1,609 -14%
16 17
18
19 20