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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
PFG
1
Premier Financial Group
California
$65.2M
2
FFM
2
Forum Financial Management
Illinois
$505M
3
FH
3
Financial Harvest
Florida
$24.5M
4
Cerity Partners
4
Cerity Partners
New York
$60M
5
PFA
5
Pure Financial Advisors
California
$248M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.39M
3
CW
3
Cook Wealth
North Carolina
$0
4
MWA
4
Monograph Wealth Advisors
California
$31.6M
5
GCM
5
G2 Capital Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$27.3M 506,498 +127,791 +34%
PCI
52
Planning Center Inc
Illinois
$26.9M 498,065 +41,667 +9%
HSG
53
Helen Stephens Group
Texas
$26.5M 491,885 +125,397 +34%
FG
54
Foster Group
Iowa
$26.2M 485,275 +20,255 +4%
TWA
55
TCI Wealth Advisors
Arizona
$26M 482,301 -6,572 -1%
MFWP
56
Mosaic Family Wealth Partners
Missouri
$25.5M 472,943 +14,550 +3%
EFA
57
Efficient Frontier Advisors
Connecticut
$25.2M 466,243 -33,834 -7%
AWM
58
AE Wealth Management
Kansas
$25.1M 465,775 +68,221 +17%
MML Investors Services
59
MML Investors Services
Massachusetts
$25.1M 464,470 -36,315 -7%
FH
60
Financial Harvest
Florida
$24.5M 453,903 +453,903 New
AssetMark Inc
61
AssetMark Inc
California
$24.4M 453,080 -91,407 -17%
PWM
62
PBMares Wealth Management
Virginia
$24.4M 452,257 +21,285 +5%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$24.3M 449,800 +14,943 +3%
WG
64
Watchman Group
Texas
$23.6M 437,580 +8,433 +2%
MWM
65
Meritas Wealth Management
California
$23.3M 431,620 -5,029 -1%
TFM
66
TFC Financial Management
Massachusetts
$23.2M 430,787 -97,200 -18%
SIMC
67
Squire Investment Management Company
Utah
$22.9M 423,908 -24,896 -6%
UBS Group
68
UBS Group
Switzerland
$22.8M 422,349 -4,079 -1%
CSIA
69
Conrad Siegel Investment Advisors
Pennsylvania
$22.2M 411,625 +12,063 +3%
DEM
70
Disciplined Equity Management
Florida
$21.7M 402,185 +66,054 +20%
LFA
71
Lauterbach Financial Advisors
Texas
$21.4M 395,898 +14,731 +4%
EWA
72
Exencial Wealth Advisors
Oklahoma
$21.2M 392,013 +28,855 +8%
KAM
73
Kraft Asset Management
Tennessee
$21M 389,227 -37,651 -9%
TWP
74
TFO Wealth Partners
Ohio
$20.7M 382,974 +23,648 +7%
ACG
75
Allen Capital Group
Nebraska
$20.6M 382,688 -1,482 -0.4%
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