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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
Forum Financial Management
Illinois
$505M
2
FH
Financial Harvest
Florida
$24.5M
3
Cerity Partners
Cerity Partners
New York
$60M
4
PFA
Pure Financial Advisors
California
$248M
5
AUB
Atlantic Union Bankshares
Virginia
$16M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$688M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$6.39M
3
MWA
Monograph Wealth Advisors
California
$31.6M
4
GCM
G2 Capital Management
Ohio
$0
5
VF
Vawter Financial
Ohio
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
101
BlueSky Wealth Advisors
North Carolina
$15.6M +$334K +6,188 +2%
MWM
102
McMill Wealth Management
Nebraska
$15.5M +$391K +7,247 +3%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$15.5M +$1.95M +36,206 +14%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$15.4M +$199K +3,693 +1%
LFG
105
Larson Financial Group
Missouri
$14.8M -$2.75M -50,992 -16%
QFA
106
Quantum Financial Advisors
California
$14.6M -$1.57M -29,027 -10%
MAM
107
McLean Asset Management
Virginia
$14.5M -$151K -2,695 -1%
VWA
108
Visionary Wealth Advisors
Illinois
$14.2M +$565K +10,474 +4%
ALWM
109
Andrews Lucia Wealth Management
California
$13.7M -$483K -8,960 -3%
AFG
110
Altiora Financial Group
Ohio
$13.1M +$200K +3,708 +2%
TPW
111
Tiller Private Wealth
Pennsylvania
$13.1M +$7.49M +138,811 +134%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$12.9M -$636K -11,789 -5%
RA
113
Rise Advisors
New York
$12.6M +$536K +9,930 +4%
JWM
114
JDH Wealth Management
California
$12.6M -$461K -8,535 -4%
HWA
115
HMV Wealth Advisors
Louisiana
$12.4M +$3.53M +65,500 +40%
NWM
116
Navigoe Wealth Management
California
$12.4M -$37K -686 -0.3%
GCM
117
Graver Capital Management
Ohio
$12.1M +$1.13M +21,016 +10%
SWA
118
ShankerValleau Wealth Advisors
Illinois
$11.9M +$312K +5,781 +3%
RWM
119
Ruedi Wealth Management
Illinois
$11.7M -$2M -37,002 -15%
WMN
120
Wealth Management Nebraska
Nebraska
$11.6M +$863K +15,984 +8%
CWMA
121
Capstone Wealth Management (Alabama)
Alabama
$11.1M +$9.88K +183 +0.1%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$10.9M -$261K -4,842 -2%
Morgan Stanley
123
Morgan Stanley
New York
$10.9M +$435K +8,062 +4%
OFP
124
OLIO Financial Planning
Virginia
$10.6M +$861K +15,954 +9%
MG
125
Mather Group
Illinois
$10.6M -$4.03M -74,707 -28%
3 4
5
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