Dimensional US Targeted Value ETF
DFAT
718 hedge funds and large institutions have $8.5B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 268 increasing their positions, 250 reducing their positions, and 33 closing their positions.
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $7.95B → $8.5B (+$550M)
1.34% more ownership
Funds ownership: 78.21% → 79.55% (+1.3%)
7% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 250
0% more funds holding
Funds holding: 715 → 718 (+3)
5% less funds holding in top 10
Funds holding in top 10: 111 → 106 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$24.3M |
| 2 |
FH
Financial Harvest
Winter Park,
Florida
|
+$23.1M |
| 3 |
Cerity Partners
New York
|
+$20.9M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$16.9M |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$29.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$11.5M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$11.4M |
| 4 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$10.1M |
| 5 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$9M |
DFAT Hedge Fund Activity: Q2 2025 in Review
718 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2025, worth a combined $8.5B — up 6.9% from $7.95B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFAT positions and 33 closed out — a net gain of 14 holders — while 268 added to existing stakes and 250 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $24.3M. The largest seller was Corient Private Wealth, cutting an estimated $29.5M.
- 718 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2025, up from 715 in Q1 2025.
- Funds reported $8.5B of Dimensional US Targeted Value ETF stock for Q2 2025, up 6.9% quarter-over-quarter.
- 47 funds opened new Dimensional US Targeted Value ETF positions in Q2 2025 and 33 closed out, a net change of +14 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q2 2025 was Forum Financial Management, an estimated $24.3M added.
- The largest Dimensional US Targeted Value ETF seller in Q2 2025 was Corient Private Wealth, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2025.