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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 %
BP
176
BWM Planning
Texas
$6.24M 115,578 -72,374 -39%
PWM
177
Parkshore Wealth Management
California
$6.1M 113,089 +19,820 +21%
SA
178
Seneschal Advisors
Washington
$6.04M 111,904 -481 -0.4%
AWM
179
Ariadne Wealth Management
California
$5.98M 104,097 -21,838 -17%
KAS
180
Kestra Advisory Services
Texas
$5.91M 109,455 -62,666 -36%
SWP
181
Stratos Wealth Partners
Ohio
$5.84M 108,276 +590 +0.5%
VWA
182
Valued Wealth Advisors
Utah
$5.8M 107,434 +29,031 +37%
CSB
183
City State Bank
Iowa
$5.77M 106,890 -710 -0.7%
Stifel Financial
184
Stifel Financial
Missouri
$5.72M 106,067 -2,419 -2%
FWM
185
FMB Wealth Management
California
$5.7M 105,703 -834 -0.8%
AC
186
Annandale Capital
Texas
$5.66M 104,970 +10,392 +11%
MHS
187
M Holdings Securities
Oregon
$5.65M 104,684 +104,684 New
CTWM
188
Cherry Tree Wealth Management
Minnesota
$5.37M 99,511 +285 +0.3%
FFA
189
Farther Finance Advisors
California
$5.37M 99,502 -23,387 -19%
NA
190
NewEdge Advisors
Louisiana
$5.35M 99,098 +1,393 +1%
TC
191
TAGStone Capital
North Carolina
$5.32M 97,447 +10,027 +11%
CWA
192
CogentBlue Wealth Advisors
Tennessee
$5.31M 98,372 +6,650 +7%
GC
193
Gibson Capital
Pennsylvania
$5.26M 97,523 +400 +0.4%
RLIM
194
Red Lighthouse Investment Management
New York
$5.11M 94,630 -9,914 -9%
CA
195
Claris Advisors
Missouri
$5.03M 93,220 +12,300 +15%
SFP
196
SwitchPoint Financial Planning
Utah
$4.99M 92,510 -87 -0.1%
VF
197
Vestment Financial
Minnesota
$4.9M 87,884 +6,485 +8%
GMA
198
Glassy Mountain Advisors
Maryland
$4.9M 90,764 -73,336 -45%
Northern Trust
199
Northern Trust
Illinois
$4.81M 89,162 +61,948 +228%
BFA
200
Bragg Financial Advisors
North Carolina
$4.8M 88,940 +41,683 +88%
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