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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 %
Wells Fargo
476
Wells Fargo
California
$476K +$14.6K +270 +3%
GWM
477
Geneos Wealth Management
Colorado
$474K -$533K -9,873 -53%
MGWA
478
Monument Group Wealth Advisors
Massachusetts
$471K -$108 -2 -0%
HWM
479
Hemington Wealth Management
Virginia
$469K – – –
HPA
480
High Probability Advisors
New York
$468K – – –
SHGA
481
Sand Hill Global Advisors
California
$467K – – –
EF
482
Exeter Financial
Arizona
$465K +$2.16K +40 +0.5%
KCM
483
Kathmere Capital Management
Pennsylvania
$464K +$168K +3,121 +57%
LIA
484
LBMC Investment Advisors
Tennessee
$461K +$1.19K +22 +0.3%
LFA
485
Legacy Financial Advisors
Kentucky
$461K +$48.3K +895 +12%
CW
486
CreativeOne Wealth
Kansas
$459K -$46.4K -860 -9%
TRCT
487
Tower Research Capital (TRC)
New York
$452K +$452K +8,374 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$449K +$449K +8,317 New
Comerica Bank
489
Comerica Bank
Texas
$447K -$13.5K -250 -3%
AC
490
AlphaCore Capital
California
$442K +$308K +5,717 +232%
MA
491
Montag & Associates
Georgia
$437K -$1.17M -21,746 -73%
CFG
492
Clayton Financial Group
Missouri
$428K -$126K -2,342 -23%
BFA
493
Benningfield Financial Advisors
California
$426K – – –
MMA
494
Miracle Mile Advisors
California
$419K +$2.97K +55 +0.7%
CT
495
Colonial Trust
South Carolina
$419K – – –
GT
496
Greenleaf Trust
Michigan
$416K – – –
MWC
497
MBM Wealth Consultants
Missouri
$410K – – –
RI
498
Ridgewood Investments
New Jersey
$402K +$156K +2,892 +63%
MEAC
499
M.E. Allison & Co
Texas
$401K +$216 +4 +0.1%
GWA
500
Geometric Wealth Advisors
District of Columbia
$397K – – –
18 19
20
21 22