DFAT icon

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 %
BB
601
Busey Bank
Illinois
$238K -$2.21K -41 -0.9%
NC
602
North Capital
Utah
$236K +$1.03K +19 +0.4%
WWM
603
Woodside Wealth Management
Massachusetts
$233K – – –
GM
604
GeoWealth Management
Illinois
$232K – – –
VA
605
Vident Advisory
Georgia
$232K +$232K +4,296 New
BAAM
606
Baker Avenue Asset Management
California
$228K – – –
CSIC
607
Clifford Swan Investment Counsel
California
$227K – – –
QCM
608
QRG Capital Management
Illinois
$223K -$21.5K -399 -9%
DWM
609
Drive Wealth Management
Utah
$222K -$5.5K -102 -2%
FFM
610
Flagstone Financial Management
Nebraska
$222K – – –
CWM
611
Core Wealth Management
Florida
$221K +$3.94K +73 +2%
SWM
612
SilverOak Wealth Management
Minnesota
$221K – – –
GWM
613
GDS Wealth Management
Texas
$221K – – –
GPW
614
Gentry Private Wealth
Kansas
$219K – – –
MAG
615
Mokosak Advisory Group
Iowa
$216K +$971 +18 +0.5%
PP
616
Pacifica Partners
Canada
$215K -$12K -224 -5%
SWP
617
Sagespring Wealth Partners
Tennessee
$214K -$257K -4,766 -55%
WANY
618
Wealthspire Advisors (New York)
New York
$214K – – –
PFA
619
Pettinga Financial Advisors
Indiana
$213K – – –
NRW
620
Nova R Wealth
Kansas
$211K +$211K +3,902 New
FA
621
FF Advisors
California
$209K +$209K +3,868 New
OCM
622
One Capital Management
California
$207K +$207K +3,844 New
HIIFS
623
Harel Insurance Investments & Financial Services
Israel
$205K +$115K +2,140 +129%
SFC
624
Strategic Financial Concepts
Texas
$204K +$204K +3,775 New
Franklin Resources
625
Franklin Resources
California
$203K +$917 +17 +0.5%
23 24
25
26 27