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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 %
SC
651
SouthState Corp
Florida
$84K -$51.9K -961 -38%
TIM
652
Tortoise Investment Management
New York
$83.6K -$48.6K -901 -37%
HNB
653
Huntington National Bank
Ohio
$80.9K – – –
CFO
654
CVA Family Office
Colorado
$80.7K – – –
CMP
655
Coston McIsaac & Partners
Maine
$78K +$54 +1 +0.1%
PCA
656
Providence Capital Advisors
North Carolina
$71.7K +$71.7K +1,329 New
WT
657
Whittier Trust
California
$71.6K – – –
WTFG
658
Wood Tarver Financial Group
Idaho
$71K -$21.1K -391 -23%
AFG
659
Albion Financial Group
Utah
$70.2K – – –
CFFP
660
Center for Financial Planning
Michigan
$70.1K – – –
T
661
Transce3nd
Texas
$70.1K – – –
AAS
662
Ameritas Advisory Services
Nebraska
$69.3K +$69.3K +1,285 New
AAP
663
Arax Advisory Partners
Colorado
$68.2K +$68.2K +1,264 New
MSWA
664
Marshall & Sterling Wealth Advisors
New York
$66.5K – – –
SN
665
Sittner & Nelson
Oregon
$65.5K – – –
BA
666
Bellwether Advisors
Nebraska
$65.1K – – –
FCG
667
Financial Connections Group
California
$63K – – –
AWM
668
Angeles Wealth Management
California
$60.6K – – –
TCA
669
Trifecta Capital Advisors
Illinois
$60.2K -$21.4K -396 -26%
HR
670
Howe & Rusling
New York
$59.4K – – –
SS
671
Sunbelt Securities
Texas
$57.7K +$57.7K +1,036 New
PWAM
672
Private Wealth Asset Management
Iowa
$54.4K -$314K -5,816 -85%
HFS
673
Hantz Financial Services
Michigan
$53K +$53K +976 New
FDCP
674
Foster Dykema Cabot & Partners
Massachusetts
$52.7K – – –
BIG
675
Brooklyn Investment Group
New York
$52.7K +$52.7K +976 New
25 26
27
28 29