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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 %
ACG
76
Allen Capital Group
Nebraska
$20.6M -$80K -1,482 -0.4%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$20.4M -$2.84M -52,563 -12%
CWS
78
Confluence Wealth Services
Pennsylvania
$20.3M +$1.38M +25,620 +7%
CL
79
Choreo LLC
Illinois
$20.2M -$2.95M -54,665 -13%
BGWM
80
Bridge Generations Wealth Management
Florida
$20.1M -$1.07M -19,792 -5%
SFS
81
Summit Financial Strategies
Ohio
$20.1M +$2.41M +44,578 +14%
W
82
WPWealth
Texas
$19.5M -$6.21M -115,096 -24%
BWA
83
Babb Wealth Advisors
Arizona
$19.3M +$825K +15,292 +4%
THL
84
Tillman Hartley LLC
Colorado
$19.1M -$2.04M -37,826 -10%
Betterment LLC
85
Betterment LLC
New York
$18.5M +$1.8M +33,407 +11%
Financial Engines Advisors
86
Financial Engines Advisors
California
$18.3M -$2.94M -54,571 -14%
DWM
87
Dopkins Wealth Management
New York
$18.3M +$665K +12,333 +4%
TFP
88
Triune Financial Partners
Kansas
$18.2M +$187K +3,458 +1%
CPA
89
Cardiff Park Advisors
California
$17.7M -$2.24M -41,483 -11%
MSWM
90
Master's Wealth Management
Pennsylvania
$17.5M +$1.6M +29,663 +10%
LW
91
Libra Wealth
California
$16.8M +$2.73M +50,612 +19%
EH
92
Equitable Holdings
New York
$16.7M +$1.1M +20,350 +7%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$16.5M +$3.65M +67,613 +28%
KFG
94
Kelly Financial Group
Connecticut
$16.2M +$1.7M +31,443 +12%
ACM
95
Aspen Capital Management
Idaho
$16.1M -$135K -2,494 -0.8%
SWM
96
Sterling Wealth Management
Illinois
$16.1M +$16.1M +299,201 New
AUB
97
Atlantic Union Bankshares
Virginia
$16M +$16M +296,660 New
Truist Financial
98
Truist Financial
North Carolina
$15.7M +$88.4K +1,638 +0.6%
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$15.6M +$1.03M +19,117 +7%
RLWM
100
RF&L Wealth Management
Massachusetts
$15.6M -$160K -2,973 -1%
2 3
4
5 6