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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
OC
526
Oakworth Capital
Alabama
$367K – – –
SLT
527
St Louis Trust
Missouri
$365K – – –
RP
528
Rowlandmiller & Partners
Georgia
$364K – – –
WAN
529
Wealth Advisors Northwest
Oregon
$362K +$341K +6,702 New
MPAM
530
Murphy Pohlad Asset Management
Minnesota
$361K -$341K -6,700 -50%
WFA
531
WMG Financial Advisors
Tennessee
$361K -$71.7K -1,407 -17%
NG
532
NWK Group
California
$360K – – –
WDL
533
Well Done LLC
Michigan
$357K – – –
FWS
534
FinDec Wealth Services
California
$354K -$365K -7,170 -52%
WS
535
Wedbush Securities
California
$352K – – –
VFP
536
Verus Financial Partners
Virginia
$352K +$102 +2 +0%
Bank of New York Mellon
537
Bank of New York Mellon
New York
$351K -$48.4K -950 -13%
OIS
538
Okabena Investment Services
Minnesota
$350K – – –
VF
539
Vawter Financial
Ohio
$348K -$7.69M -151,090 -96%
IF
540
Intrua Financial
Texas
$343K – – –
RWM
541
Rialto Wealth Management
New York
$340K +$15.5K +305 +5%
FA
542
Fortis Advisors
Pennsylvania
$340K -$60.9K -1,196 -16%
FFG
543
First Financial Group
North Carolina
$340K – – –
PCA
544
Prosperity Capital Advisors
Ohio
$340K -$2.65K -52 -0.8%
BWM
545
BCO Wealth Management
New Mexico
$338K -$1.07K -21 -0.3%
MCM
546
Mitchell Capital Management
Kansas
$334K – – –
PP
547
PrairieView Partners
Minnesota
$328K – – –
LFAS
548
Level Four Advisory Services
Texas
$327K -$357 -7 -0.1%
CFO
549
Collective Family Office
Pennsylvania
$327K – – –
SAM
550
Sequent Asset Management
Texas
$320K – – –
20 21
22
23 24

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.