DFAT icon

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 %
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$1.67K 31 -31 -50%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$810 15 +15 New
CW
703
Cook Wealth
North Carolina
– – -222,309 Closed
GCM
704
G2 Capital Management
Ohio
– – -174,712 Closed
MPM
705
MBB Public Markets
Illinois
– – -132,267 Closed
GLA
706
Good Life Advisors
Pennsylvania
– – -117,671 Closed
Two Sigma Investments
707
Two Sigma Investments
New York
– – -55,600 Closed
FCI
708
Financial Counselors Inc
Kansas
– – -37,085 Closed
MWM
709
Mattern Wealth Management
Kansas
– – -36,582 Closed
Jane Street
710
Jane Street
New York
– – -31,991 Closed
LW
711
Lauer Wealth
Indiana
– – -29,555 Closed
Goldman Sachs
712
Goldman Sachs
New York
– – -26,725 Closed
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
– – -21,676 Closed
FA
714
Fiducient Advisors
Illinois
– – -20,161 Closed
Fisher Asset Management
715
Fisher Asset Management
Washington
– – -16,710 Closed
MHFA
716
Mission Hills Financial Advisory
California
– – -14,186 Closed
BWA
717
Bordeaux Wealth Advisors
California
– – -7,464 Closed
IP
718
Integras Partners
Georgia
– – -6,512 Closed
AC
719
AWM Capital
Arizona
– – -6,135 Closed
FCH
720
Freestone Capital Holdings
Washington
– – -6,131 Closed
CWM
721
Castle Wealth Management
Florida
– – -4,970 Closed
PA
722
Procyon Advisors
Connecticut
– – -4,638 Closed
CA
723
Crewe Advisors
Utah
– – -1,510 Closed
MFA
724
McClarren Financial Advisors
Pennsylvania
– – -936 Closed
MSWM
725
Mowery & Schoenfeld Wealth Management
Illinois
– – -644 Closed
26 27 28
29
30