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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

704 hedge funds and large institutions have $7.94B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 285 increasing their positions, 221 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
–
Holders Change %
0%
% of All Funds
9.56%
Holding in Top 10
110
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.56%
% of All Funds
1.49%
New
48
Increased
285
Reduced
221
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41M
2
EWA
EP Wealth Advisors
California
+$40.4M
3
PFA
Pure Financial Advisors
California
+$13M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12M
5
SFA
Sequoia Financial Advisors
Ohio
+$11.1M

Top Sellers

1
CW
Curio Wealth
Maryland
-$4.09B
2
IFA
Index Fund Advisors
California
-$45.5M
3
EFP
Elser Financial Planning
Indiana
-$39.3M
4
MPM
MBB Public Markets
Illinois
-$33M
5
HIGP
Hill Investment Group Partners
Missouri
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
Simplicity Wealth
New Jersey
$3.62M +$3.62M +70,329 New
OIA
227
OneDigital Investment Advisors
Kansas
$3.62M -$536K -10,402 -13%
SIM
228
Studio Investment Management
Illinois
$3.57M +$2.1M +40,778 +143%
CA
229
Clune & Associates
Illinois
$3.55M +$425K +8,245 +14%
AFG
230
Atomi Financial Group
New York
$3.38M +$2.64M +51,195 +356%
EWA
231
Elevate Wealth Advisory
Georgia
$3.37M +$53.8K +1,044 +2%
WWWM
232
White Wing Wealth Management
Texas
$3.34M +$238K +5,017 +8%
TWP
233
Total Wealth Planning
Ohio
$3.29M -$91.3K -1,773 -3%
PWS
234
Physician Wealth Solutions
Nevada
$3.25M +$112K +2,182 +4%
CW
235
Curio Wealth
Maryland
$3.24M -$4.09B -58,091 -100%
CWM
236
Concentrum Wealth Management
California
$3.21M -$565K -10,980 -15%
KA
237
Klingman & Associates
New York
$3.2M – – –
BCI
238
Brinker Capital Investments
Pennsylvania
$3.1M +$24.8K +481 +0.8%
OPS
239
Orion Portfolio Solutions
Nebraska
$3.1M +$24.8K +481 +0.8%
SP
240
Symmetry Partners
Connecticut
$3.09M -$123K -2,380 -4%
SDWIA
241
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.04M +$100K +1,947 +3%
ACP
242
Aviance Capital Partners
Florida
$3.01M +$267K +5,192 +10%
LOPW
243
Live Oak Private Wealth
North Carolina
$2.97M +$175K +3,394 +6%
WAM
244
Weinberger Asset Management
California
$2.97M +$147K +2,852 +5%
SRWM
245
Shira Ridge Wealth Management
California
$2.97M -$180K -3,494 -6%
FIM
246
Freedom Investment Management
Connecticut
$2.95M -$100K -1,943 -3%
AWM
247
Axxcess Wealth Management
California
$2.94M +$2.57M +49,928 +694%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$2.91M +$105K +2,038 +4%
LWM
249
LJI Wealth Management
Indiana
$2.9M +$6.33K +123 +0.2%
TC
250
TownSquare Capital
Utah
$2.88M -$1.43M -27,726 -33%
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