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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 %
LFS
151
Lutz Financial Services
Nebraska
$7.64M +$19.2K +355 +0.3%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$1.48M +27,511 +24%
JWS
153
Juncture Wealth Strategies
Arizona
$7.63M -$2.87M -53,110 -27%
GCA
154
Gradient Capital Advisors
California
$7.57M +$56.6K +1,049 +0.8%
LWM
155
Liberty Wealth Management
California
$7.54M -$16.7K -309 -0.2%
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$7.47M -$107K -1,980 -1%
RFC
157
Regions Financial Corp
Alabama
$7.36M -$36.1K -669 -0.5%
AWM
158
Avondale Wealth Management
Texas
$7.34M -$1.39M -25,773 -16%
O3W
159
Omni 360 Wealth
New Jersey
$7.3M -$138K -2,555 -2%
EA
160
Eclectic Associates
California
$7.17M +$3.35M +62,142 +88%
MWM
161
Mission Wealth Management
California
$7.17M +$1.32M +24,452 +23%
SC
162
Scratch Capital
Idaho
$7.15M -$1.47M -27,245 -17%
DADC
163
D.A. Davidson & Co
Montana
$7.11M +$270K +5,001 +4%
PCM
164
Passive Capital Management
Maryland
$7.11M +$1.88K +34 +0%
RK
165
Rather & Kittrell
Tennessee
$7.01M +$169K +3,125 +2%
LFP
166
Lakeshore Financial Planning
Michigan
$6.65M -$327K -6,064 -5%
EA
167
Efficient Advisors
Ohio
$6.6M +$833K +15,442 +14%
SC
168
Schoolcraft Capital
Colorado
$6.55M +$752K +13,943 +13%
PWMG
169
Pioneer Wealth Management Group
Texas
$6.54M +$122K +2,263 +2%
WPW
170
Watershed Private Wealth
Illinois
$6.52M +$475K +8,797 +8%
MIAS
171
Mason Investment Advisory Services
Virginia
$6.45M +$26.4K +490 +0.4%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$6.39M -$12.1M -223,506 -65%
Osaic Holdings
173
Osaic Holdings
Arizona
$6.39M -$4.88K -90 -0.1%
SW
174
Simplicity Wealth
New Jersey
$6.38M +$2.59M +47,987 +68%
NWM
175
Northwest Wealth Management
Iowa
$6.35M -$26.3K -487 -0.4%
5 6
7
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