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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 %
PTC
501
Private Trust Company
Ohio
$396K -$11.8K -219 -3%
HIA
502
HTG Investment Advisors
Connecticut
$395K – – –
MWM
503
Modern Wealth Management
Kansas
$394K -$34.4K -637 -8%
SCA
504
STALEY CAPITAL ADVISERS
Pennsylvania
$392K +$1.84K +34 +0.5%
DWM
505
Destination Wealth Management
California
$392K +$392K +7,261 New
BAM
506
Belpointe Asset Management
Nevada
$389K – – –
FCA
507
Fortis Capital Advisors
Kansas
$389K – – –
WCP
508
Wick Capital Partners
Pennsylvania
$387K -$245K -2,784 -39%
DFC
509
DBK Financial Counsel
Ohio
$386K – – –
TC
510
TownSquare Capital
Utah
$384K -$2.63M -48,735 -87%
ASN
511
Advisory Services Network
Georgia
$384K -$71K -1,305 -16%
RPCA
512
Running Point Capital Advisors
California
$383K – – –
SWM
513
Silverlake Wealth Management
Vermont
$379K +$379K +7,029 New
SHF
514
Stage Harbor Financial
Massachusetts
$375K – – –
IAN
515
Integrated Advisors Network
Texas
$369K +$14K +259 +4%
IA
516
IFP Advisors
Florida
$369K +$104K +1,923 +39%
OC
517
Oakworth Capital
Alabama
$367K – – –
SLT
518
St Louis Trust
Missouri
$365K – – –
RP
519
Rowlandmiller & Partners
Georgia
$364K – – –
WAN
520
Wealth Advisors Northwest
Oregon
$362K +$362K +6,702 New
MPAM
521
Murphy Pohlad Asset Management
Minnesota
$361K -$362K -6,700 -50%
WFA
522
WMG Financial Advisors
Tennessee
$361K -$75.9K -1,407 -17%
NG
523
NWK Group
California
$360K – – –
WDL
524
Well Done LLC
Michigan
$357K – – –
FWS
525
FinDec Wealth Services
California
$354K -$387K -7,170 -52%
19 20
21
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