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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
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 %
Creative Planning
1
Creative Planning
Kansas
$761M +$8.11M +150,227 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$688M -$12.2M -226,746 -2%
FFM
3
Forum Financial Management
Illinois
$505M +$25.7M +476,529 +5%
IFA
4
Index Fund Advisors
California
$333M -$7.6M -140,867 -2%
SC
5
Savant Capital
Illinois
$267M -$5.6M -103,819 -2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$262M -$3M -55,536 -1%
PFA
7
Pure Financial Advisors
California
$248M +$17.9M +331,821 +8%
EWA
8
EP Wealth Advisors
California
$176M +$13.7M +253,917 +8%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$160M -$1.17M -20,834 -0.7%
Corient Private Wealth
10
Corient Private Wealth
Florida
$149M -$4.95M -91,680 -3%
ADL
11
Asset Dedication LLC
California
$129M +$4.92M +91,093 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M +$323K +5,739 +0.3%
WCWM
13
Willow Creek Wealth Management
California
$113M +$3.75M +69,450 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$102M -$5.07M -93,901 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$102M -$644K -11,931 -0.6%
TCOTS
16
Trust Company of the South
North Carolina
$96.9M +$1.1M +20,307 +1%
AC
17
Apella Capital
Connecticut
$92M +$1.08M +19,511 +1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$89.7M -$4.16M -77,121 -4%
RIM
19
RW Investment Management
Idaho
$88.9M -$569K -10,543 -0.6%
Raymond James Financial
20
Raymond James Financial
Florida
$83.8M +$7.64M +141,640 +10%
PL
21
Plancorp LLC
Missouri
$82.9M -$3.37M -62,447 -4%
TI
22
Truepoint Inc
Ohio
$82.8M +$3.98M +73,811 +5%
AWP
23
Abacus Wealth Partners
California
$79.4M +$8.2M +151,942 +12%
GOCP
24
Great Oak Capital Partners
Massachusetts
$75M +$6.99M +124,642 +10%
SFA
25
Sequoia Financial Advisors
Ohio
$68.1M +$13.3M +246,921 +24%
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