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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 %
AL
126
Aspiriant LLC
California
$10.5M +$201K +3,727 +2%
FFG
127
Fiduciary Financial Group
California
$10.3M +$325K +5,889 +3%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$10.1M -$87.8K -1,627 -0.9%
BMD
129
Better Money Decisions
New Mexico
$10.1M +$509K +9,430 +5%
CPW
130
Crestmont Private Wealth
Texas
$10.1M -$15.4K -285 -0.2%
PS
131
Pinney & Scofield
Massachusetts
$9.95M -$61K -1,130 -0.6%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$9.89M -$4.79M -87,289 -33%
RSWM
133
Robertson Stephens Wealth Management
California
$9.87M -$86.5K -1,603 -0.9%
PAS
134
Park Avenue Securities
New York
$9.39M +$1.83M +34,004 +24%
SWM
135
Spire Wealth Management
Virginia
$9.29M -$72.7K -1,348 -0.8%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$9.18M +$181K +3,352 +2%
AAM
137
Austin Asset Management
Texas
$8.73M -$21.3K -395 -0.2%
BPA
138
Beacon Pointe Advisors
California
$8.72M -$6.15K -114 -0.1%
LFGO
139
Legacy Financial Group (Oklahoma)
Oklahoma
$8.69M +$16.5K +306 +0.2%
OC
140
Oppenheimer & Co
New York
$8.55M -$48.9K -906 -0.6%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$8.5M +$434K +8,047 +5%
AQR Capital Management
142
AQR Capital Management
Connecticut
$8.46M +$1.72M +31,895 +26%
AWM
143
Activest Wealth Management
Florida
$8.43M -$239K -4,426 -3%
KPP
144
Kings Path Partners
Texas
$8.42M +$1.96M +36,266 +30%
VW
145
Vance Wealth
California
$8.41M +$799K +14,801 +10%
PFA
146
Pillar Financial Advisors
Kentucky
$8.33M +$4.86K +90 +0.1%
SIS
147
Strategic Investment Solutions
Illinois
$8.28M -$5.36M -99,369 -39%
DI
148
Disciplined Investments
Oklahoma
$8.17M +$696K +12,898 +9%
AIS
149
American Investment Services
Massachusetts
$7.93M -$844K -15,639 -10%
TFO
150
Timonier Family Office
North Carolina
$7.79M -$326K -6,039 -4%
4 5
6
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