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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 %
FWS
526
FinDec Wealth Services
California
$354K -$387K -7,170 -52%
WS
527
Wedbush Securities
California
$352K – – –
VFP
528
Verus Financial Partners
Virginia
$352K +$112 +2 +0%
Bank of New York Mellon
529
Bank of New York Mellon
New York
$351K -$51.3K -950 -13%
OIS
530
Okabena Investment Services
Minnesota
$350K – – –
VF
531
Vawter Financial
Ohio
$348K -$8.15M -151,090 -96%
IF
532
Intrua Financial
Texas
$343K – – –
RWM
533
Rialto Wealth Management
New York
$340K +$16.5K +305 +5%
FA
534
Fortis Advisors
Pennsylvania
$340K -$64.5K -1,196 -16%
FFG
535
First Financial Group
North Carolina
$340K – – –
PCA
536
Prosperity Capital Advisors
Ohio
$340K -$2.81K -52 -0.8%
BWM
537
BCO Wealth Management
New Mexico
$338K -$1.13K -21 -0.3%
MCM
538
Mitchell Capital Management
Kansas
$334K – – –
PP
539
PrairieView Partners
Minnesota
$328K – – –
LFAS
540
Level Four Advisory Services
Texas
$327K -$378 -7 -0.1%
CFO
541
Collective Family Office
Pennsylvania
$327K – – –
SAM
542
Sequent Asset Management
Texas
$320K – – –
TFS
543
Thoroughbred Financial Services
Tennessee
$318K -$150K -2,779 -32%
SSC
544
Syverson Strege & Co
Iowa
$316K +$1.3K +24 +0.4%
CIM
545
Cambria Investment Management
California
$315K +$315K +5,844 New
EF
546
Empowered Funds
Pennsylvania
$315K +$315K +5,844 New
AIS
547
Accredited Investor Services
Minnesota
$313K +$1.73K +32 +0.6%
TP
548
Tranquility Partners
Tennessee
$309K +$16.2K +300 +6%
TCA
549
Transcend Capital Advisors
New Jersey
$309K – – –
VCM
550
Vision Capital Management
Oregon
$308K – – –
20 21
22
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