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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
TFS
551
Thoroughbred Financial Services
Tennessee
$318K -$142K -2,779 -32%
SSC
552
Syverson Strege & Co
Iowa
$316K +$1.22K +24 +0.4%
CIM
553
Cambria Investment Management
California
$315K +$298K +5,844 New
EF
554
Empowered Funds
Pennsylvania
$315K +$298K +5,844 New
AIS
555
Accredited Investor Services
Minnesota
$313K +$1.63K +32 +0.6%
TP
556
Tranquility Partners
Tennessee
$309K +$15.3K +300 +6%
TCA
557
Transcend Capital Advisors
New Jersey
$309K – – –
VCM
558
Vision Capital Management
Oregon
$308K – – –
WWM
559
Whalen Wealth Management
Nevada
$305K +$1.32K +26 +0.5%
PS
560
Principal Securities
Iowa
$304K -$528K -10,365 -65%
CA
561
Clearstead Advisors
Ohio
$302K – – –
AFAS
562
Acorn Financial Advisory Services
Virginia
$302K – – –
VA
563
Valmark Advisers
Ohio
$300K -$187K -3,681 -40%
CFG
564
Citizens Financial Group
Rhode Island
$299K +$12.7K +250 +5%
YWM
565
Yoder Wealth Management
California
$299K – – –
MWA
566
Midland Wealth Advisors
Illinois
$299K +$1.27K +25 +0.5%
ANB
567
Amarillo National Bank
Texas
$294K – – –
FA
568
Fiduciary Alliance
South Carolina
$287K +$271K +5,323 New
HTWM
569
Hartmann Taylor Wealth Management
Texas
$287K +$71.3K +1,400 +36%
GA
570
Goldstein Advisors
Wisconsin
$287K – – –
TA
571
TFB Advisors
Kansas
$285K -$23.3K -457 -8%
CCM
572
Cloud Capital Management
Washington
$284K -$187K -3,679 -41%
KFP
573
Keener Financial Planning
Texas
$284K – – –
HA
574
Hanover Advisors
South Carolina
$284K -$5.6K -110 -2%
AI
575
Accredited Investors
Minnesota
$283K – – –
21 22
23
24 25

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.