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Dimensional US Targeted Value ETF
DFAT

716 hedge funds and large institutions have $8.5B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 265 increasing their positions, 251 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $7.95B → $8.5B (+$549M)

1.33% more ownership

Funds ownership: 78.21% → 79.54% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 251

0% more funds holding

Funds holding: 714 → 716 (+2)

5% less funds holding in top 10

Funds holding in top 10: 111 → 106 (-5)

Holders
716
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.43%
Holding in Top 10
106
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.5%
% of All Funds
1.4%
New
47
Increased
265
Reduced
251
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$24.3M
2
FH
Financial Harvest
Florida
+$23.1M
3
Cerity Partners
Cerity Partners
New York
+$20.9M
4
PFA
Pure Financial Advisors
California
+$16.9M
5
AUB
Atlantic Union Bankshares
Virginia
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$29.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$11.5M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$11.4M
4
MWA
Monograph Wealth Advisors
California
-$10.1M
5
GCM
G2 Capital Management
Ohio
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
676
Bellwether Advisors
Nebraska
$65.1K – – –
FCG
677
Financial Connections Group
California
$63K – – –
AWM
678
Angeles Wealth Management
California
$60.6K – – –
TCA
679
Trifecta Capital Advisors
Illinois
$60.2K -$20.2K -396 -26%
HR
680
Howe & Rusling
New York
$59.4K – – –
SS
681
Sunbelt Securities
Texas
$57.7K +$52.8K +1,036 New
PWAM
682
Private Wealth Asset Management
Iowa
$54.4K -$296K -5,816 -85%
HFS
683
Hantz Financial Services
Michigan
$53K +$49.7K +976 New
FDCP
684
Foster Dykema Cabot & Partners
Massachusetts
$52.7K – – –
BIG
685
Brooklyn Investment Group
New York
$52.7K +$49.7K +976 New
CFS
686
CGC Financial Services
Oregon
$50.8K – – –
RDFA
687
Ritter Daniher Financial Advisory
Ohio
$44.9K – – –
IF
688
Integrity Financial
Wyoming
$42.4K +$4.69K +92 +13%
BCWM
689
Bartlett & Co Wealth Management
Ohio
$40.4K – – –
IFS
690
Intelligent Financial Strategies
Minnesota
$39.3K – – –
ME
691
McIlrath & Eck
Washington
$38.7K +$51 +1 +0.1%
WP
692
WealthShield Partners
North Carolina
$38.4K – – –
SC
693
Steph & Co
Wisconsin
$38.4K – – –
NRG
694
Nemes Rush Group
Michigan
$34.5K +$8.45K +166 +35%
MWM
695
Mascoma Wealth Management
New Hampshire
$31K – – –
EWA
696
EQ Wealth Advisors
Texas
$29.4K – – –
PA
697
Parallel Advisors
California
$29.2K – – –
RF
698
Rossby Financial
Florida
$29.2K +$1.07K +21 +4%
TCM
699
Tradewinds Capital Management
Washington
$27.6K – – –
SRCM
700
Signature Resources Capital Management
California
$27.4K – – –
26 27
28
29 30

DFAT Hedge Fund Activity: Q2 2025 in Review

716 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2025, worth a combined $8.5B — up 6.9% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFAT positions and 33 closed out — a net gain of 14 holders — while 265 added to existing stakes and 251 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $24.3M. The largest seller was Corient Private Wealth, cutting an estimated $29.5M.

  • 716 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2025, up from 714 in Q1 2025.
  • Funds reported $8.5B of Dimensional US Targeted Value ETF stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 47 funds opened new Dimensional US Targeted Value ETF positions in Q2 2025 and 33 closed out, a net change of +14 holders.
  • The largest Dimensional US Targeted Value ETF buyer in Q2 2025 was Forum Financial Management, an estimated $24.3M added.
  • The largest Dimensional US Targeted Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2025.