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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 %
WAS
701
Winch Advisory Services
Wisconsin
$2.35K – – –
PWA
702
Physician Wealth Advisors
Utah
$1.94K – – –
AIC
703
Archer Investment Corporation
Indiana
$1.89K -$16.2K -300 -90%
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$1.78K +$1.78K +33 New
NEWAS
705
N.E.W. Advisory Services
Wisconsin
$1.67K -$1.67K -31 -50%
JFGIW
706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$810 +$810 +15 New
CW
707
Cook Wealth
North Carolina
– -$11M -222,309 Closed
GCM
708
G2 Capital Management
Ohio
– -$9M -174,712 Closed
MPM
709
MBB Public Markets
Illinois
– -$6.81M -132,267 Closed
GLA
710
Good Life Advisors
Pennsylvania
– -$6.06M -117,671 Closed
Two Sigma Investments
711
Two Sigma Investments
New York
– -$2.86M -55,600 Closed
FCI
712
Financial Counselors Inc
Kansas
– -$1.91M -37,085 Closed
MWM
713
Mattern Wealth Management
Kansas
– -$1.88M -36,582 Closed
Jane Street
714
Jane Street
New York
– -$1.65M -31,991 Closed
LW
715
Lauer Wealth
Indiana
– -$1.46M -29,555 Closed
Goldman Sachs
716
Goldman Sachs
New York
– -$1.38M -26,725 Closed
PGFC
717
Peapack-Gladstone Financial Corp
New Jersey
– -$1.12M -21,676 Closed
FA
718
Fiducient Advisors
Illinois
– -$1.04M -20,161 Closed
Fisher Asset Management
719
Fisher Asset Management
Washington
– -$860K -16,710 Closed
MHFA
720
Mission Hills Financial Advisory
California
– -$730K -14,186 Closed
BWA
721
Bordeaux Wealth Advisors
California
– -$384K -7,464 Closed
IP
722
Integras Partners
Georgia
– -$335K -6,512 Closed
AC
723
AWM Capital
Arizona
– -$316K -6,135 Closed
FCH
724
Freestone Capital Holdings
Washington
– -$316K -6,131 Closed
CWM
725
Castle Wealth Management
Florida
– -$256K -4,970 Closed
26 27 28
29
30