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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 %
LFS
151
Lutz Financial Services
Nebraska
$7.64M 141,608 +355 +0.3%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$7.63M 141,448 +27,511 +24%
JWS
153
Juncture Wealth Strategies
Arizona
$7.63M 141,421 -53,110 -27%
GCA
154
Gradient Capital Advisors
California
$7.57M 140,353 +1,049 +0.8%
LWM
155
Liberty Wealth Management
California
$7.54M 139,814 -309 -0.2%
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$7.47M 138,350 -1,980 -1%
RFC
157
Regions Financial Corp
Alabama
$7.36M 136,348 -669 -0.5%
AWM
158
Avondale Wealth Management
Texas
$7.34M 135,956 -25,773 -16%
O3W
159
Omni 360 Wealth
New Jersey
$7.3M 135,284 -2,555 -2%
EA
160
Eclectic Associates
California
$7.17M 132,919 +62,142 +88%
MWM
161
Mission Wealth Management
California
$7.17M 132,818 +24,452 +23%
SC
162
Scratch Capital
Idaho
$7.15M 132,430 -27,245 -17%
DADC
163
D.A. Davidson & Co
Montana
$7.11M 131,800 +5,001 +4%
PCM
164
Passive Capital Management
Maryland
$7.11M 128,609 +34 +0%
RK
165
Rather & Kittrell
Tennessee
$7.01M 129,926 +3,125 +2%
LFP
166
Lakeshore Financial Planning
Michigan
$6.65M 123,150 -6,064 -5%
EA
167
Efficient Advisors
Ohio
$6.6M 122,249 +15,442 +14%
SC
168
Schoolcraft Capital
Colorado
$6.55M 121,341 +13,943 +13%
PWMG
169
Pioneer Wealth Management Group
Texas
$6.54M 121,123 +2,263 +2%
WPW
170
Watershed Private Wealth
Illinois
$6.52M 120,792 +8,797 +8%
MIAS
171
Mason Investment Advisory Services
Virginia
$6.45M 119,501 +490 +0.4%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$6.39M 118,391 -223,506 -65%
Osaic Holdings
173
Osaic Holdings
Arizona
$6.39M 117,765 -90 -0.1%
SW
174
Simplicity Wealth
New Jersey
$6.38M 118,316 +47,987 +68%
NWM
175
Northwest Wealth Management
Iowa
$6.35M 117,711 -487 -0.4%
5 6
7
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