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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 %
GWA
501
Geometric Wealth Advisors
District of Columbia
$397K – – –
PTC
502
Private Trust Company
Ohio
$396K -$11.8K -219 -3%
HIA
503
HTG Investment Advisors
Connecticut
$395K – – –
MWM
504
Modern Wealth Management
Kansas
$394K -$34.4K -637 -8%
SCA
505
STALEY CAPITAL ADVISERS
Pennsylvania
$392K +$1.84K +34 +0.5%
DWM
506
Destination Wealth Management
California
$392K +$392K +7,261 New
BAM
507
Belpointe Asset Management
Nevada
$389K – – –
FCA
508
Fortis Capital Advisors
Kansas
$389K – – –
WCP
509
Wick Capital Partners
Pennsylvania
$387K -$245K -2,784 -39%
DFC
510
DBK Financial Counsel
Ohio
$386K – – –
TC
511
TownSquare Capital
Utah
$384K -$2.63M -48,735 -87%
ASN
512
Advisory Services Network
Georgia
$384K -$71K -1,305 -16%
RPCA
513
Running Point Capital Advisors
California
$383K – – –
SWM
514
Silverlake Wealth Management
Vermont
$379K +$379K +7,029 New
SHF
515
Stage Harbor Financial
Massachusetts
$375K – – –
IAN
516
Integrated Advisors Network
Texas
$369K +$14K +259 +4%
IA
517
IFP Advisors
Florida
$369K +$104K +1,923 +39%
OC
518
Oakworth Capital
Alabama
$367K – – –
SLT
519
St Louis Trust
Missouri
$365K – – –
RP
520
Rowlandmiller & Partners
Georgia
$364K – – –
WAN
521
Wealth Advisors Northwest
Oregon
$362K +$362K +6,702 New
MPAM
522
Murphy Pohlad Asset Management
Minnesota
$361K -$362K -6,700 -50%
WFA
523
WMG Financial Advisors
Tennessee
$361K -$75.9K -1,407 -17%
NG
524
NWK Group
California
$360K – – –
WDL
525
Well Done LLC
Michigan
$357K – – –
19 20
21
22 23