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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
PA
576
PFG Advisors
Arizona
$283K +$3.82K +75 +1%
SI
577
Stephens Inc
Arkansas
$282K -$102 -2 -0%
AWM
578
Accurate Wealth Management
Florida
$282K +$254K +4,978 New
MSF
579
Mustard Seed Financial
Arkansas
$281K – – –
TCM
580
Towneley Capital Management
California
$280K +$1.17K +23 +0.4%
PC
581
Peavine Capital
Nevada
$280K – – –
DI
582
Disciplined Investors
Texas
$279K +$560 +11 +0.2%
TSS
583
Two Sigma Securities
New York
$276K +$261K +5,117 New
PFP
584
Paragon Financial Partners
California
$274K – – –
GP
585
Greenline Partners
New York
$274K -$36K -706 -12%
CA
586
CGN Advisors
Kansas
$274K -$30.1K -592 -10%
LW
587
Linscomb Wealth
Texas
$271K – – –
AIP
588
Ameritas Investment Partners
Nebraska
$268K +$1.17K +23 +0.5%
CWR
589
Chico Wealth RIA
California
$266K – – –
SIC
590
SJS Investment Consulting
Ohio
$265K -$17.8K -350 -7%
FIA
591
Foundations Investment Advisors
Arizona
$263K +$1.83K +36 +0.7%
BIG
592
Brookwood Investment Group
Arizona
$263K -$74.6K -1,465 -23%
William Blair & Company
593
William Blair & Company
Illinois
$262K +$41K +805 +20%
CPA
594
Cathy Pareto & Associates
Florida
$261K +$1.12K +22 +0.5%
BBHC
595
Brown Brothers Harriman & Co
New York
$260K – – –
IWM
596
IHT Wealth Management
Illinois
$254K +$1.07K +21 +0.4%
CCA
597
Clarity Capital Advisors
Florida
$253K – – –
GFP
598
Gryphon Financial Partners
Ohio
$253K – – –
CIA
599
Concurrent Investment Advisors
Florida
$250K +$611 +12 +0.3%
SWP
600
Significant Wealth Partners
Illinois
$249K – – –
22 23
24
25 26

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.