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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 %
CFS
676
CGC Financial Services
Oregon
$50.8K – – –
RDFA
677
Ritter Daniher Financial Advisory
Ohio
$44.9K – – –
IF
678
Integrity Financial
Wyoming
$42.4K +$4.96K +92 +13%
BCWM
679
Bartlett & Co Wealth Management
Ohio
$40.4K – – –
IFS
680
Intelligent Financial Strategies
Minnesota
$39.3K – – –
ME
681
McIlrath & Eck
Washington
$38.7K +$54 +1 +0.1%
WP
682
WealthShield Partners
North Carolina
$38.4K – – –
SC
683
Steph & Co
Wisconsin
$38.4K – – –
NRG
684
Nemes Rush Group
Michigan
$34.5K +$8.96K +166 +35%
MWM
685
Mascoma Wealth Management
New Hampshire
$31K – – –
EWA
686
EQ Wealth Advisors
Texas
$29.4K – – –
PA
687
Parallel Advisors
California
$29.2K – – –
RF
688
Rossby Financial
Florida
$29.2K +$1.13K +21 +4%
TCM
689
Tradewinds Capital Management
Washington
$27.6K – – –
SRCM
690
Signature Resources Capital Management
California
$27.4K – – –
TCOT
691
Trust Company of Toledo
Ohio
$26.8K +$26.8K +497 New
TC
692
Truvestments Capital
Florida
$22.9K +$108 +2 +0.5%
CIBC Private Wealth Group
693
CIBC Private Wealth Group
Georgia
$22.2K -$414K -7,678 -95%
UCB
694
United Community Bank
South Carolina
$20.3K – – –
GCM
695
Gables Capital Management
Florida
$17.2K +$17.2K +319 New
Qube Research & Technologies (QRT)
696
Qube Research & Technologies (QRT)
United Kingdom
$12.4K +$12.4K +229 New
PA
697
Pineridge Advisors
Missouri
$10.5K +$54 +1 +0.5%
IWP
698
IAG Wealth Partners
Wisconsin
$10.2K – – –
EWM
699
Evermay Wealth Management
Virginia
$9.17K – – –
CSC
700
Caldwell Sutter Capital
California
$6.04K – – –
26 27
28
29 30