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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

701 hedge funds and large institutions have $8.46B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 31 closing their positions.

Holders
701
Holders Change
-3
Holders Change %
-0.43%
% of All Funds
9.41%
Holding in Top 10
104
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.45%
% of All Funds
1.4%
New
46
Increased
257
Reduced
250
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 Market Value Shares Shares
Change 		Shares
Change %
HC
626
Hurley Capital
New York
$198K 3,667 -2,782 -43%
FFA
627
Frazier Financial Advisors
Ohio
$195K 3,605 +10 +0.3%
IWA
628
Icon Wealth Advisors
Texas
$184K 3,408 – –
ACA
629
Atlas Capital Advisors
Wyoming
$178K 3,296 – –
RTL
630
Red Tortoise LLC
Georgia
$171K 3,175 – –
HI
631
Harbour Investments
Wisconsin
$169K 3,139 +91 +3%
RIL
632
Rothschild Investment LLC
Illinois
$169K 3,123 – –
BCM
633
Basso Capital Management
Connecticut
$162K 3,000 -1,750 -37%
AF
634
Advisornet Financial
Minnesota
$158K 2,920 -1,064 -27%
CIAS
635
Capital Investment Advisory Services
North Carolina
$156K 2,891 +2 +0.1%
SAM
636
S.A. Mason
Michigan
$153K 2,829 – –
National Bank of Canada
637
National Bank of Canada
Quebec, Canada
$152K 2,824 – –
NP
638
NorthRock Partners
Minnesota
$143K 2,655 -948 -26%
PGAM
639
Princeton Global Asset Management
New Jersey
$135K 2,500 -361 -13%
M
640
MOTCO
Texas
$128K 2,352 – –
CMBA
641
C.M. Bidwell & Associates
Hawaii
$128K 2,363 -813 -26%
UB
642
UMB Bank
Missouri
$121K 2,247 – –
IRC
643
Investors Research Corp
Georgia
$121K 2,238 – –
GTAM
644
Global Trust Asset Management
Florida
$120K 2,215 -1,700 -43%
GWS
645
Glassman Wealth Services
Virginia
$111K 2,054 -483 -19%
RFA
646
Reyes Financial Architecture
California
$105K 1,954 +1,954 New
CIR
647
Clear Investment Research
Georgia
$89.1K 1,651 -245 -13%
S
648
SignatureFD
Georgia
$86.8K 1,608 -3,482 -68%
SC
649
SouthState Corp
Florida
$84K 1,557 -961 -38%
TIM
650
Tortoise Investment Management
New York
$83.6K 1,550 -901 -37%
24 25
26
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