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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
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 Market Value Shares Shares
Change 		Shares
Change %
MWM
101
McMill Wealth Management
Nebraska
$15.5M 286,572 +7,247 +3%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$15.5M 286,633 +36,206 +14%
KSWWM
103
Keyes Stange & Wooten Wealth Management
Florida
$15.4M 286,056 +3,693 +1%
LFG
104
Larson Financial Group
Missouri
$14.8M 273,448 -50,992 -16%
QFA
105
Quantum Financial Advisors
California
$14.6M 270,345 -29,027 -10%
MAM
106
McLean Asset Management
Virginia
$14.5M 258,483 -2,695 -1%
VWA
107
Visionary Wealth Advisors
Illinois
$14.2M 263,445 +10,474 +4%
ALWM
108
Andrews Lucia Wealth Management
California
$13.7M 253,652 -8,960 -3%
AFG
109
Altiora Financial Group
Ohio
$13.1M 243,145 +3,708 +2%
TPW
110
Tiller Private Wealth
Pennsylvania
$13.1M 242,299 +138,811 +134%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$12.9M 239,968 -11,789 -5%
RA
112
Rise Advisors
New York
$12.6M 234,148 +9,930 +4%
JWM
113
JDH Wealth Management
California
$12.6M 232,777 -8,535 -4%
HWA
114
HMV Wealth Advisors
Louisiana
$12.4M 230,697 +65,500 +40%
NWM
115
Navigoe Wealth Management
California
$12.4M 229,601 -686 -0.3%
GCM
116
Graver Capital Management
Ohio
$12.1M 223,673 +21,016 +10%
SWA
117
ShankerValleau Wealth Advisors
Illinois
$11.9M 220,282 +5,781 +3%
RWM
118
Ruedi Wealth Management
Illinois
$11.7M 217,383 -37,002 -15%
WMN
119
Wealth Management Nebraska
Nebraska
$11.6M 215,040 +15,984 +8%
CWMA
120
Capstone Wealth Management (Alabama)
Alabama
$11.1M 206,143 +183 +0.1%
MFT
121
Moisand Fitzgerald Tamayo
Florida
$10.9M 201,404 -4,842 -2%
Morgan Stanley
122
Morgan Stanley
New York
$10.9M 201,294 +8,062 +4%
OFP
123
OLIO Financial Planning
Virginia
$10.6M 196,397 +15,954 +9%
MG
124
Mather Group
Illinois
$10.6M 195,912 -74,707 -28%
AL
125
Aspiriant LLC
California
$10.5M 193,868 +3,727 +2%
3 4
5
6 7