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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 %
WS
526
Wedbush Securities
California
$352K – – –
VFP
527
Verus Financial Partners
Virginia
$352K +$112 +2 +0%
Bank of New York Mellon
528
Bank of New York Mellon
New York
$351K -$51.3K -950 -13%
OIS
529
Okabena Investment Services
Minnesota
$350K – – –
VF
530
Vawter Financial
Ohio
$348K -$8.15M -151,090 -96%
IF
531
Intrua Financial
Texas
$343K – – –
RWM
532
Rialto Wealth Management
New York
$340K +$16.5K +305 +5%
FA
533
Fortis Advisors
Pennsylvania
$340K -$64.5K -1,196 -16%
FFG
534
First Financial Group
North Carolina
$340K – – –
PCA
535
Prosperity Capital Advisors
Ohio
$340K -$2.81K -52 -0.8%
BWM
536
BCO Wealth Management
New Mexico
$338K -$1.13K -21 -0.3%
MCM
537
Mitchell Capital Management
Kansas
$334K – – –
PP
538
PrairieView Partners
Minnesota
$328K – – –
LFAS
539
Level Four Advisory Services
Texas
$327K -$378 -7 -0.1%
CFO
540
Collective Family Office
Pennsylvania
$327K – – –
SAM
541
Sequent Asset Management
Texas
$320K – – –
TFS
542
Thoroughbred Financial Services
Tennessee
$318K -$150K -2,779 -32%
SSC
543
Syverson Strege & Co
Iowa
$316K +$1.3K +24 +0.4%
CIM
544
Cambria Investment Management
California
$315K +$315K +5,844 New
EF
545
Empowered Funds
Pennsylvania
$315K +$315K +5,844 New
AIS
546
Accredited Investor Services
Minnesota
$313K +$1.73K +32 +0.6%
TP
547
Tranquility Partners
Tennessee
$309K +$16.2K +300 +6%
TCA
548
Transcend Capital Advisors
New Jersey
$309K – – –
VCM
549
Vision Capital Management
Oregon
$308K – – –
WWM
550
Whalen Wealth Management
Nevada
$305K +$1.4K +26 +0.5%
20 21
22
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