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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 %
AL
126
Aspiriant LLC
California
$10.5M 193,868 +3,727 +2%
FFG
127
Fiduciary Financial Group
California
$10.3M 187,170 +5,889 +3%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$10.1M 187,631 -1,627 -0.9%
BMD
129
Better Money Decisions
New Mexico
$10.1M 187,289 +9,430 +5%
CPW
130
Crestmont Private Wealth
Texas
$10.1M 186,623 -285 -0.2%
PS
131
Pinney & Scofield
Massachusetts
$9.95M 184,480 -1,130 -0.6%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$9.89M 180,090 -87,289 -33%
RSWM
133
Robertson Stephens Wealth Management
California
$9.87M 182,896 -1,603 -0.9%
PAS
134
Park Avenue Securities
New York
$9.39M 174,031 +34,004 +24%
SWM
135
Spire Wealth Management
Virginia
$9.29M 172,106 -1,348 -0.8%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$9.18M 170,130 +3,352 +2%
AAM
137
Austin Asset Management
Texas
$8.73M 161,711 -395 -0.2%
BPA
138
Beacon Pointe Advisors
California
$8.72M 161,625 -114 -0.1%
LFGO
139
Legacy Financial Group (Oklahoma)
Oklahoma
$8.69M 161,076 +306 +0.2%
OC
140
Oppenheimer & Co
New York
$8.55M 158,415 -906 -0.6%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$8.5M 157,549 +8,047 +5%
AQR Capital Management
142
AQR Capital Management
Connecticut
$8.46M 156,852 +31,895 +26%
AWM
143
Activest Wealth Management
Florida
$8.43M 156,261 -4,426 -3%
KPP
144
Kings Path Partners
Texas
$8.42M 156,124 +36,266 +30%
VW
145
Vance Wealth
California
$8.41M 155,872 +14,801 +10%
PFA
146
Pillar Financial Advisors
Kentucky
$8.33M 154,307 +90 +0.1%
SIS
147
Strategic Investment Solutions
Illinois
$8.28M 153,573 -99,369 -39%
DI
148
Disciplined Investments
Oklahoma
$8.17M 151,497 +12,898 +9%
AIS
149
American Investment Services
Massachusetts
$7.93M 146,967 -15,639 -10%
TFO
150
Timonier Family Office
North Carolina
$7.79M 144,360 -6,039 -4%
4 5
6
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