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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
1.39%
New
47
Increased
258
Reduced
252
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$505M
2
FH
Financial Harvest
Florida
$24.5M
3
Cerity Partners
Cerity Partners
New York
$60M
4
PFA
Pure Financial Advisors
California
$248M
5
AUB
Atlantic Union Bankshares
Virginia
$16M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$6.39M
3
MWA
Monograph Wealth Advisors
California
$31.6M
4
GCM
G2 Capital Management
Ohio
$0
5
VF
Vawter Financial
Ohio
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
626
FFT Wealth Management
Pennsylvania
$202K +$202K +3,709 New
UWM
627
USAdvisors Wealth Management
Minnesota
$200K +$200K +3,716 New
HC
628
Hurley Capital
New York
$198K -$150K -2,782 -43%
FFA
629
Frazier Financial Advisors
Ohio
$195K +$540 +10 +0.3%
IWA
630
Icon Wealth Advisors
Texas
$184K – – –
ACA
631
Atlas Capital Advisors
Wyoming
$178K – – –
RTL
632
Red Tortoise LLC
Georgia
$171K – – –
HI
633
Harbour Investments
Wisconsin
$169K +$4.91K +91 +3%
RIL
634
Rothschild Investment LLC
Illinois
$169K – – –
BCM
635
Basso Capital Management
Connecticut
$162K -$94.4K -1,750 -37%
AF
636
Advisornet Financial
Minnesota
$158K -$57.4K -1,064 -27%
CIAS
637
Capital Investment Advisory Services
North Carolina
$156K +$108 +2 +0.1%
SAM
638
S.A. Mason
Michigan
$153K – – –
National Bank of Canada
639
National Bank of Canada
Quebec, Canada
$152K – – –
NP
640
NorthRock Partners
Minnesota
$143K -$51.1K -948 -26%
PGAM
641
Princeton Global Asset Management
New Jersey
$135K -$19.5K -361 -13%
M
642
MOTCO
Texas
$128K – – –
CMBA
643
C.M. Bidwell & Associates
Hawaii
$128K -$43.9K -813 -26%
UB
644
UMB Bank
Missouri
$121K – – –
IRC
645
Investors Research Corp
Georgia
$121K – – –
GTAM
646
Global Trust Asset Management
Florida
$120K -$91.7K -1,700 -43%
GWS
647
Glassman Wealth Services
Virginia
$111K -$26.1K -483 -19%
RFA
648
Reyes Financial Architecture
California
$105K +$105K +1,954 New
CIR
649
Clear Investment Research
Georgia
$89.1K -$13.2K -245 -13%
S
650
SignatureFD
Georgia
$86.8K -$188K -3,482 -68%
24 25
26
27 28