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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 %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$40.4K 749 – –
IFS
677
Intelligent Financial Strategies
Minnesota
$39.3K 729 – –
ME
678
McIlrath & Eck
Washington
$38.7K 717 +1 +0.1%
WP
679
WealthShield Partners
North Carolina
$38.4K 712 – –
SC
680
Steph & Co
Wisconsin
$38.4K 711 – –
NRG
681
Nemes Rush Group
Michigan
$34.5K 640 +166 +35%
MWM
682
Mascoma Wealth Management
New Hampshire
$31K 575 – –
EWA
683
EQ Wealth Advisors
Texas
$29.4K 544 – –
PA
684
Parallel Advisors
California
$29.2K 541 – –
RF
685
Rossby Financial
Florida
$29.2K 541 +21 +4%
TCM
686
Tradewinds Capital Management
Washington
$27.6K 512 – –
SRCM
687
Signature Resources Capital Management
California
$27.4K 508 – –
TCOT
688
Trust Company of Toledo
Ohio
$26.8K 497 +497 New
TC
689
Truvestments Capital
Florida
$22.9K 424 +2 +0.5%
UCB
690
United Community Bank
South Carolina
$20.3K 377 – –
GCM
691
Gables Capital Management
Florida
$17.2K 319 +319 New
Qube Research & Technologies (QRT)
692
Qube Research & Technologies (QRT)
United Kingdom
$12.4K 229 +229 New
PA
693
Pineridge Advisors
Missouri
$10.5K 194 +1 +0.5%
IWP
694
IAG Wealth Partners
Wisconsin
$10.2K 189 – –
EWM
695
Evermay Wealth Management
Virginia
$9.17K 170 – –
CSC
696
Caldwell Sutter Capital
California
$6.04K 112 – –
WAS
697
Winch Advisory Services
Wisconsin
$2.35K 43 – –
PWA
698
Physician Wealth Advisors
Utah
$1.94K 36 – –
AIC
699
Archer Investment Corporation
Indiana
$1.89K 35 -300 -90%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$1.78K 33 +33 New
26 27
28
29 30