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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.

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 %
PS
551
Principal Securities
Iowa
$304K -$559K -10,365 -65%
CA
552
Clearstead Advisors
Ohio
$302K – – –
AFAS
553
Acorn Financial Advisory Services
Virginia
$302K – – –
VA
554
Valmark Advisers
Ohio
$300K -$199K -3,681 -40%
CFG
555
Citizens Financial Group
Rhode Island
$299K +$13.5K +250 +5%
YWM
556
Yoder Wealth Management
California
$299K – – –
MWA
557
Midland Wealth Advisors
Illinois
$299K +$1.35K +25 +0.5%
ANB
558
Amarillo National Bank
Texas
$294K – – –
FA
559
Fiduciary Alliance
South Carolina
$287K +$287K +5,323 New
HTWM
560
Hartmann Taylor Wealth Management
Texas
$287K +$75.5K +1,400 +36%
GA
561
Goldstein Advisors
Wisconsin
$287K – – –
TA
562
TFB Advisors
Kansas
$285K -$24.7K -457 -8%
CCM
563
Cloud Capital Management
Washington
$284K -$199K -3,679 -41%
KFP
564
Keener Financial Planning
Texas
$284K – – –
HA
565
Hanover Advisors
South Carolina
$284K -$5.94K -110 -2%
AI
566
Accredited Investors
Minnesota
$283K – – –
PA
567
PFG Advisors
Arizona
$283K +$4.05K +75 +1%
SI
568
Stephens Inc
Arkansas
$282K -$108 -2 -0%
AWM
569
Accurate Wealth Management
Florida
$282K +$282K +4,978 New
MSF
570
Mustard Seed Financial
Arkansas
$281K – – –
TCM
571
Towneley Capital Management
California
$280K +$1.24K +23 +0.4%
PC
572
Peavine Capital
Nevada
$280K – – –
DI
573
Disciplined Investors
Texas
$279K +$594 +11 +0.2%
TSS
574
Two Sigma Securities
New York
$276K +$276K +5,117 New
PFP
575
Paragon Financial Partners
California
$274K – – –
21 22
23
24 25