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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
1.4%
New
47
Increased
258
Reduced
252
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 Holding Trade Value Shares
Change 		Shares
Change %
1WM
201
1900 Wealth Management
Texas
$4.67M -$370K -6,862 -7%
CIAS
202
CFS Investment Advisory Services
New Jersey
$4.56M -$128K -2,374 -3%
PWIA
203
Porter White Investment Advisors
Alabama
$4.56M +$5.07K +94 +0.1%
MCM
204
MAI Capital Management
Ohio
$4.5M -$1.04M -19,289 -19%
SC
205
Shearwater Capital
Colorado
$4.48M -$26.8K -497 -0.6%
PWM
206
Parkworth Wealth Management
California
$4.4M -$14.4K -266 -0.3%
RFA
207
RTD Financial Advisors
Pennsylvania
$4.38M – – –
MWA
208
Mills Wealth Advisors
Texas
$4.36M -$615K -11,395 -12%
VCA
209
Verdence Capital Advisors
Maryland
$4.32M – – –
BCA
210
Bay Colony Advisors
Massachusetts
$4.28M +$87.5K +1,621 +2%
SHFA
211
SC&H Financial Advisors
Maryland
$4.18M -$9.44K -175 -0.2%
PAM
212
Pacific Asset Management
Washington
$4.12M -$235K -4,346 -5%
CA
213
Clune & Associates
Illinois
$4.1M +$376K +6,973 +10%
PWMG
214
Private Wealth Management Group
New Jersey
$4.09M -$134K -2,475 -3%
SIM
215
Studio Investment Management
Illinois
$4.06M +$320K +5,932 +9%
BP
216
BBR Partners
New York
$4.03M – – –
VPF
217
Vantage Point Financial
Illinois
$4.02M +$94K +1,742 +2%
PWS
218
Physician Wealth Solutions
Nevada
$3.98M +$579K +10,732 +17%
BH
219
Burk Holdings
Oklahoma
$3.95M -$130K -2,408 -3%
EK
220
Evensky & Katz
Florida
$3.94M -$42.9K -795 -1%
DPI
221
Diversified Portfolios Inc
Michigan
$3.91M -$33.6K -623 -0.9%
WA
222
Wealthstream Advisors
New York
$3.88M -$3.29K -61 -0.1%
HIGP
223
Hill Investment Group Partners
Missouri
$3.87M -$245K -4,538 -6%
WWWM
224
White Wing Wealth Management
Texas
$3.87M +$59.4K +1,100 +2%
LFA
225
Level Financial Advisors
New York
$3.78M -$104K -1,927 -3%
7 8
9
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