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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 %
GP
576
Greenline Partners
New York
$274K -$38.1K -706 -12%
CA
577
CGN Advisors
Kansas
$274K -$31.9K -592 -10%
LW
578
Linscomb Wealth
Texas
$271K – – –
AIP
579
Ameritas Investment Partners
Nebraska
$268K +$1.24K +23 +0.5%
CWR
580
Chico Wealth RIA
California
$266K – – –
SIC
581
SJS Investment Consulting
Ohio
$265K -$18.9K -350 -7%
FIA
582
Foundations Investment Advisors
Arizona
$263K +$1.94K +36 +0.7%
BIG
583
Brookwood Investment Group
Arizona
$263K -$79.1K -1,465 -23%
William Blair & Company
584
William Blair & Company
Illinois
$262K +$43.4K +805 +20%
CPA
585
Cathy Pareto & Associates
Florida
$261K +$1.19K +22 +0.5%
BBHC
586
Brown Brothers Harriman & Co
New York
$260K – – –
IWM
587
IHT Wealth Management
Illinois
$254K +$1.13K +21 +0.4%
CCA
588
Clarity Capital Advisors
Florida
$253K – – –
GFP
589
Gryphon Financial Partners
Ohio
$253K – – –
CIA
590
Concurrent Investment Advisors
Florida
$250K +$648 +12 +0.3%
SWP
591
Significant Wealth Partners
Illinois
$249K – – –
VPP
592
Vertex Planning Partners
Illinois
$248K +$34.2K +633 +16%
GRP
593
Global Retirement Partners
California
$248K +$248K +4,593 New
EIG
594
Ellenbecker Investment Group
Wisconsin
$246K +$432 +8 +0.2%
GAM
595
GEM Asset Management
Michigan
$246K -$83.9K -1,511 -25%
KFI
596
Key Financial Inc
Pennsylvania
$244K – – –
DOA
597
D'Orazio & Associates
Virginia
$242K -$24.5K -454 -9%
DJSG
598
D.J. St. Germain
Massachusetts
$242K – – –
SCM
599
SCS Capital Management
Massachusetts
$241K – – –
BCM
600
Brookstone Capital Management
Illinois
$239K -$33.1K -614 -12%
22 23
24
25 26