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