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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 %
BP
176
BWM Planning
Texas
$6.24M -$3.91M -72,374 -39%
PWM
177
Parkshore Wealth Management
California
$6.1M +$1.07M +19,820 +21%
SA
178
Seneschal Advisors
Washington
$6.04M -$26K -481 -0.4%
AWM
179
Ariadne Wealth Management
California
$5.98M -$1.26M -21,838 -17%
KAS
180
Kestra Advisory Services
Texas
$5.91M -$3.38M -62,666 -36%
SWP
181
Stratos Wealth Partners
Ohio
$5.84M +$31.8K +590 +0.5%
VWA
182
Valued Wealth Advisors
Utah
$5.8M +$1.57M +29,031 +37%
CSB
183
City State Bank
Iowa
$5.77M -$38.3K -710 -0.7%
Stifel Financial
184
Stifel Financial
Missouri
$5.72M -$131K -2,419 -2%
FWM
185
FMB Wealth Management
California
$5.7M -$45K -834 -0.8%
AC
186
Annandale Capital
Texas
$5.66M +$561K +10,392 +11%
MHS
187
M Holdings Securities
Oregon
$5.65M +$5.65M +104,684 New
CTWM
188
Cherry Tree Wealth Management
Minnesota
$5.37M +$15.4K +285 +0.3%
FFA
189
Farther Finance Advisors
California
$5.37M -$1.26M -23,387 -19%
NA
190
NewEdge Advisors
Louisiana
$5.35M +$75.2K +1,393 +1%
TC
191
TAGStone Capital
North Carolina
$5.32M +$547K +10,027 +11%
CWA
192
CogentBlue Wealth Advisors
Tennessee
$5.31M +$359K +6,650 +7%
GC
193
Gibson Capital
Pennsylvania
$5.26M +$21.6K +400 +0.4%
RLIM
194
Red Lighthouse Investment Management
New York
$5.11M -$535K -9,914 -9%
CA
195
Claris Advisors
Missouri
$5.03M +$664K +12,300 +15%
SFP
196
SwitchPoint Financial Planning
Utah
$4.99M -$4.7K -87 -0.1%
VF
197
Vestment Financial
Minnesota
$4.9M +$362K +6,485 +8%
GMA
198
Glassy Mountain Advisors
Maryland
$4.9M -$3.96M -73,336 -45%
Northern Trust
199
Northern Trust
Illinois
$4.81M +$3.34M +61,948 +228%
BFA
200
Bragg Financial Advisors
North Carolina
$4.8M +$2.25M +41,683 +88%
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