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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
PFG
1
Premier Financial Group
California
$65.2M
2
FFM
2
Forum Financial Management
Illinois
$505M
3
FH
3
Financial Harvest
Florida
$24.5M
4
Cerity Partners
4
Cerity Partners
New York
$60M
5
PFA
5
Pure Financial Advisors
California
$248M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.39M
3
CW
3
Cook Wealth
North Carolina
$0
4
MWA
4
Monograph Wealth Advisors
California
$31.6M
5
GCM
5
G2 Capital Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
651
CVA Family Office
Colorado
$80.7K 1,495 – –
CMP
652
Coston McIsaac & Partners
Maine
$78K 1,447 +1 +0.1%
PCA
653
Providence Capital Advisors
North Carolina
$71.7K 1,329 +1,329 New
WT
654
Whittier Trust
California
$71.6K 1,328 – –
WTFG
655
Wood Tarver Financial Group
Idaho
$71K 1,318 -391 -23%
AFG
656
Albion Financial Group
Utah
$70.2K 1,301 – –
CFFP
657
Center for Financial Planning
Michigan
$70.1K 1,300 – –
T
658
Transce3nd
Texas
$70.1K 1,292 – –
AAS
659
Ameritas Advisory Services
Nebraska
$69.3K 1,285 +1,285 New
AAP
660
Arax Advisory Partners
Colorado
$68.2K 1,264 +1,264 New
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$66.5K 1,233 – –
SN
662
Sittner & Nelson
Oregon
$65.5K 1,213 – –
BA
663
Bellwether Advisors
Nebraska
$65.1K 1,206 – –
FCG
664
Financial Connections Group
California
$63K 1,180 – –
AWM
665
Angeles Wealth Management
California
$60.6K 1,123 – –
TCA
666
Trifecta Capital Advisors
Illinois
$60.2K 1,116 -396 -26%
HR
667
Howe & Rusling
New York
$59.4K 1,101 – –
SS
668
Sunbelt Securities
Texas
$57.7K 1,036 +1,036 New
PWAM
669
Private Wealth Asset Management
Iowa
$54.4K 1,009 -5,816 -85%
HFS
670
Hantz Financial Services
Michigan
$53K 976 +976 New
FDCP
671
Foster Dykema Cabot & Partners
Massachusetts
$52.7K 976 – –
BIG
672
Brooklyn Investment Group
New York
$52.7K 976 +976 New
CFS
673
CGC Financial Services
Oregon
$50.8K 942 – –
RDFA
674
Ritter Daniher Financial Advisory
Ohio
$44.9K 832 – –
IF
675
Integrity Financial
Wyoming
$42.4K 786 +92 +13%
25 26
27
28 29