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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$27.3M +$6.9M +127,791 +34%
BHWM
52
Beaird Harris Wealth Management
Texas
$26.9M +$338K +6,272 +1%
PCI
53
Planning Center Inc
Illinois
$26.9M +$2.25M +41,667 +9%
HSG
54
Helen Stephens Group
Texas
$26.5M +$6.77M +125,397 +34%
FG
55
Foster Group
Iowa
$26.2M +$1.09M +20,255 +4%
TWA
56
TCI Wealth Advisors
Arizona
$26M -$355K -6,572 -1%
MFWP
57
Mosaic Family Wealth Partners
Missouri
$25.5M +$785K +14,550 +3%
EFA
58
Efficient Frontier Advisors
Connecticut
$25.2M -$1.83M -33,834 -7%
AWM
59
AE Wealth Management
Kansas
$25.1M +$3.68M +68,221 +17%
MML Investors Services
60
MML Investors Services
Massachusetts
$25.1M -$1.96M -36,315 -7%
FH
61
Financial Harvest
Florida
$24.5M +$24.5M +453,903 New
AssetMark Inc
62
AssetMark Inc
California
$24.4M -$4.93M -91,407 -17%
PWM
63
PBMares Wealth Management
Virginia
$24.4M +$1.15M +21,285 +5%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$24.3M +$806K +14,943 +3%
WG
65
Watchman Group
Texas
$23.6M +$455K +8,433 +2%
MWM
66
Meritas Wealth Management
California
$23.3M -$271K -5,029 -1%
TFM
67
TFC Financial Management
Massachusetts
$23.2M -$5.24M -97,200 -18%
SIMC
68
Squire Investment Management Company
Utah
$22.9M -$1.34M -24,896 -6%
UBS Group
69
UBS Group
Switzerland
$22.8M -$220K -4,079 -1%
CSIA
70
Conrad Siegel Investment Advisors
Pennsylvania
$22.2M +$651K +12,063 +3%
DEM
71
Disciplined Equity Management
Florida
$21.7M +$3.56M +66,054 +20%
LFA
72
Lauterbach Financial Advisors
Texas
$21.4M +$795K +14,731 +4%
EWA
73
Exencial Wealth Advisors
Oklahoma
$21.2M +$1.56M +28,855 +8%
KAM
74
Kraft Asset Management
Tennessee
$21M -$2.03M -37,651 -9%
TWP
75
TFO Wealth Partners
Ohio
$20.7M +$1.28M +23,648 +7%
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