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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
1.39%
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 %
PFG
26
Premier Financial Group
California
$65.2M +$65.2M +1,168,197 New
Bank of America
27
Bank of America
North Carolina
$64.7M +$4.93M +91,366 +8%
LPL Financial
28
LPL Financial
California
$63.9M +$2.76M +51,175 +5%
Cerity Partners
29
Cerity Partners
New York
$60M +$22.4M +410,267 +59%
EAM
30
Evanson Asset Management
California
$59.4M +$806K +14,942 +1%
TH
31
Team Hewins
California
$52.7M -$84.3K -1,563 -0.2%
AF
32
Allworth Financial
California
$50M +$6.1M +113,135 +14%
EWM
33
Empirical Wealth Management
Washington
$49.8M +$1.84M +34,109 +4%
SM
34
Sensible Money
Arizona
$48.7M +$2.98M +55,173 +7%
Mariner
35
Mariner
Kansas
$46.4M +$3.41M +63,140 +8%
BAM
36
Bayshore Asset Management
Florida
$45.2M +$46.5K +862 +0.1%
SWA
37
Sax Wealth Advisors
New Jersey
$45.1M -$1.48M -27,341 -3%
MWM
38
Modera Wealth Management
New Jersey
$42.9M -$995K -18,437 -2%
CPA
39
Capital Performance Advisors
California
$41.9M -$900K -16,685 -2%
JIC
40
Joel Isaacson & Co
New York
$39.1M +$1.55M +28,715 +4%
PFM
41
Phillips Financial Management
Indiana
$38.2M +$2.22M +41,140 +6%
KAM
42
KEB Asset Management
Illinois
$37.3M +$2.63M +48,804 +8%
GWWM
43
Great Waters Wealth Management
Minnesota
$37.3M +$1.12M +20,782 +3%
PWP
44
Parkwoods Wealth Partners
New York
$34.5M +$531K +9,838 +2%
TWM
45
Tumwater Wealth Management
Idaho
$32.8M +$2.42M +44,814 +8%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$32.5M -$4.5M -83,460 -12%
MWA
47
Monograph Wealth Advisors
California
$31.6M -$10.7M -197,905 -25%
FCAS
48
First Command Advisory Services
Texas
$29.1M +$1.73M +31,993 +6%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$28.9M +$1.57M +29,153 +6%
EFP
50
EnRich Financial Partners
Wisconsin
$28.4M +$624K +11,573 +2%
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