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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 %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$20.4M 377,887 -52,563 -12%
CWS
77
Confluence Wealth Services
Pennsylvania
$20.3M 376,716 +25,620 +7%
CL
78
Choreo LLC
Illinois
$20.2M 374,816 -54,665 -13%
BGWM
79
Bridge Generations Wealth Management
Florida
$20.1M 371,992 -19,792 -5%
SFS
80
Summit Financial Strategies
Ohio
$20.1M 371,598 +44,578 +14%
W
81
WPWealth
Texas
$19.5M 361,668 -115,096 -24%
BWA
82
Babb Wealth Advisors
Arizona
$19.3M 358,514 +15,292 +4%
THL
83
Tillman Hartley LLC
Colorado
$19.1M 353,917 -37,826 -10%
Betterment LLC
84
Betterment LLC
New York
$18.5M 342,966 +33,407 +11%
Financial Engines Advisors
85
Financial Engines Advisors
California
$18.3M 338,895 -54,571 -14%
DWM
86
Dopkins Wealth Management
New York
$18.3M 338,448 +12,333 +4%
TFP
87
Triune Financial Partners
Kansas
$18.2M 337,188 +3,458 +1%
CPA
88
Cardiff Park Advisors
California
$17.7M 327,483 -41,483 -11%
MSWM
89
Master's Wealth Management
Pennsylvania
$17.5M 324,797 +29,663 +10%
LW
90
Libra Wealth
California
$16.8M 311,986 +50,612 +19%
EH
91
Equitable Holdings
New York
$16.7M 310,008 +20,350 +7%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$16.5M 306,195 +67,613 +28%
KFG
93
Kelly Financial Group
Connecticut
$16.2M 300,782 +31,443 +12%
ACM
94
Aspen Capital Management
Idaho
$16.1M 299,283 -2,494 -0.8%
SWM
95
Sterling Wealth Management
Illinois
$16.1M 299,201 +299,201 New
AUB
96
Atlantic Union Bankshares
Virginia
$16M 296,660 +296,660 New
Truist Financial
97
Truist Financial
North Carolina
$15.7M 291,576 +1,638 +0.6%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$15.6M 289,898 +19,117 +7%
RLWM
99
RF&L Wealth Management
Massachusetts
$15.6M 289,875 -2,973 -1%
BWA
100
BlueSky Wealth Advisors
North Carolina
$15.6M 289,256 +6,188 +2%
2 3
4
5 6