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Dimensional US Targeted Value ETF
DFAT

716 hedge funds and large institutions have $8.5B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $7.95B → $8.5B (+$549M)

1.33% more ownership

Funds ownership: 78.21% → 79.54% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more funds holding

Funds holding: 714 → 716 (+2)

5% less funds holding in top 10

Funds holding in top 10: 111 → 106 (-5)

Holders
716
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.43%
Holding in Top 10
106
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.5%
% of All Funds
1.4%
New
47
Increased
265
Reduced
251
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$24.3M
2
FH
Financial Harvest
Florida
+$23.1M
3
Cerity Partners
Cerity Partners
New York
+$20.9M
4
PFA
Pure Financial Advisors
California
+$16.9M
5
AUB
Atlantic Union Bankshares
Virginia
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$29.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$11.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$11.4M
4
MWA
Monograph Wealth Advisors
California
-$10.1M
5
GCM
G2 Capital Management
Ohio
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Modern Wealth Management
Kansas
$428K – – –
CFG
502
Clayton Financial Group
Missouri
$428K -$119K -2,342 -23%
BFA
503
Benningfield Financial Advisors
California
$426K – – –
MMA
504
Miracle Mile Advisors
California
$419K +$2.8K +55 +0.7%
CT
505
Colonial Trust
South Carolina
$419K – – –
GT
506
Greenleaf Trust
Michigan
$416K – – –
MWC
507
MBM Wealth Consultants
Missouri
$410K – – –
RI
508
Ridgewood Investments
New Jersey
$402K +$147K +2,892 +63%
MEAC
509
M.E. Allison & Co
Texas
$401K +$204 +4 +0.1%
GWA
510
Geometric Wealth Advisors
District of Columbia
$397K – – –
PTC
511
Private Trust Company
Ohio
$396K -$11.2K -219 -3%
HIA
512
HTG Investment Advisors
Connecticut
$395K – – –
SCA
513
STALEY CAPITAL ADVISERS
Pennsylvania
$392K +$1.73K +34 +0.5%
DWM
514
Destination Wealth Management
California
$392K +$370K +7,261 New
BAM
515
Belpointe Asset Management
Nevada
$389K – – –
FCA
516
Fortis Capital Advisors
Kansas
$389K – – –
WCP
517
Wick Capital Partners
Pennsylvania
$387K -$142K -2,784 -39%
DFC
518
DBK Financial Counsel
Ohio
$386K – – –
TC
519
TownSquare Capital
Utah
$384K -$2.48M -48,735 -87%
ASN
520
Advisory Services Network
Georgia
$384K -$66.5K -1,305 -16%
RPCA
521
Running Point Capital Advisors
California
$383K – – –
SWM
522
Silverlake Wealth Management
Vermont
$379K +$358K +7,029 New
SHF
523
Stage Harbor Financial
Massachusetts
$375K – – –
IAN
524
Integrated Advisors Network
Texas
$369K +$13.2K +259 +4%
IA
525
IFP Advisors
Florida
$369K +$97.9K +1,923 +39%
19 20
21
22 23

DFAT Hedge Fund Activity: Q2 2025 in Review

716 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2025, worth a combined $8.5B — up 6.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFAT positions and 33 closed out — a net gain of 14 holders — while 265 added to existing stakes and 251 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $24.3M. The largest seller was Corient Private Wealth, cutting an estimated $29.5M.

  • 716 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2025, up from 714 in Q1 2025.
  • Funds reported $8.5B of Dimensional US Targeted Value ETF stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 47 funds opened new Dimensional US Targeted Value ETF positions in Q2 2025 and 33 closed out, a net change of +14 holders.
  • The largest Dimensional US Targeted Value ETF buyer in Q2 2025 was Forum Financial Management, an estimated $24.3M added.
  • The largest Dimensional US Targeted Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2025.