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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 %
BJL
451
Brighton Jones LLC
Washington
$553K -$170K -3,158 -24%
MSWM
452
McGlone Suttner Wealth Management
Wisconsin
$549K – – –
CPWM
453
Cypress Point Wealth Management
Texas
$548K -$528K -9,792 -49%
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$545K -$93.7K -1,737 -15%
BFA
455
Beacon Financial Advisory
Ohio
$543K +$288K +5,343 +113%
Empower Advisory Group
456
Empower Advisory Group
Colorado
$542K – – –
FPCP
457
Fort Point Capital Partners
California
$540K – – –
MCA
458
Magnolia Capital Advisors
Mississippi
$537K +$2.43K +45 +0.5%
CAMG
459
CWA Asset Management Group
Florida
$537K -$10.3K -190 -2%
TWP
460
Triad Wealth Partners
Kansas
$537K +$107K +1,986 +25%
DAS
461
Diversify Advisory Services
Utah
$526K -$105K -1,862 -17%
AWM
462
Arista Wealth Management
Nevada
$520K – – –
FOA
463
Five Oceans Advisors
California
$517K -$32.1K -595 -6%
WPC
464
Wedmont Private Capital
Pennsylvania
$512K +$67.3K +1,197 +15%
MFIM
465
Mesirow Financial Investment Management
Illinois
$511K +$68.4K +1,268 +15%
BDWCC
466
B&D White Capital Company
Texas
$509K +$509K +9,428 New
BTI
467
Blue Trust Inc
Georgia
$509K – – –
MPW
468
MASECO Private Wealth
$506K +$506K +9,376 New
MCM
469
Mattern Capital Management
Colorado
$501K -$270K -5,011 -35%
WSFS
470
Wilmington Savings Fund Society
Delaware
$497K -$5.4K -100 -1%
RFA
471
Rollins Financial Advisors
New York
$492K -$101K -1,866 -17%
SAM
472
Secure Asset Management
Michigan
$491K – – –
M&T Bank
473
M&T Bank
New York
$489K – – –
CCWM
474
Correct Capital Wealth Management
Missouri
$487K – – –
WP
475
Westmount Partners
California
$479K – – –
17 18
19
20 21