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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 %
LCM
451
Liberty Capital Management
Michigan
$556K – – –
BJL
452
Brighton Jones LLC
Washington
$553K -$170K -3,158 -24%
MSWM
453
McGlone Suttner Wealth Management
Wisconsin
$549K – – –
CPWM
454
Cypress Point Wealth Management
Texas
$548K -$528K -9,792 -49%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$545K -$93.7K -1,737 -15%
BFA
456
Beacon Financial Advisory
Ohio
$543K +$288K +5,343 +113%
Empower Advisory Group
457
Empower Advisory Group
Colorado
$542K – – –
FPCP
458
Fort Point Capital Partners
California
$540K – – –
MCA
459
Magnolia Capital Advisors
Mississippi
$537K +$2.43K +45 +0.5%
CAMG
460
CWA Asset Management Group
Florida
$537K -$10.3K -190 -2%
TWP
461
Triad Wealth Partners
Kansas
$537K +$107K +1,986 +25%
DAS
462
Diversify Advisory Services
Utah
$526K -$105K -1,862 -17%
AWM
463
Arista Wealth Management
Nevada
$520K – – –
FOA
464
Five Oceans Advisors
California
$517K -$32.1K -595 -6%
WPC
465
Wedmont Private Capital
Pennsylvania
$512K +$67.3K +1,197 +15%
MFIM
466
Mesirow Financial Investment Management
Illinois
$511K +$68.4K +1,268 +15%
BDWCC
467
B&D White Capital Company
Texas
$509K +$509K +9,428 New
BTI
468
Blue Trust Inc
Georgia
$509K – – –
MPW
469
MASECO Private Wealth
$506K +$506K +9,376 New
MCM
470
Mattern Capital Management
Colorado
$501K -$270K -5,011 -35%
WSFS
471
Wilmington Savings Fund Society
Delaware
$497K -$5.4K -100 -1%
RFA
472
Rollins Financial Advisors
New York
$492K -$101K -1,866 -17%
SAM
473
Secure Asset Management
Michigan
$491K – – –
M&T Bank
474
M&T Bank
New York
$489K – – –
CCWM
475
Correct Capital Wealth Management
Missouri
$487K – – –
17 18
19
20 21