Dimensional US Targeted Value ETF
DFAT
714 hedge funds and large institutions have $7.95B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 223 reducing their positions, and 34 closing their positions.
50% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 34
29% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 223
1% more funds holding
Funds holding: 710 → 714 (+4)
2.23% less ownership
Funds ownership: 80.44% → 78.21% (-2.2%)
8% less funds holding in top 10
Funds holding in top 10: 120 → 111 (-9)
8% less capital invested
Capital invested by funds: $8.64B → $7.95B (-$690M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$43.9M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$43.2M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$13.9M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.9M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Index Fund Advisors
Irvine,
California
|
-$48.6M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$39.3M |
| 3 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$35.3M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$27.3M |
| 5 |
FH
Financial Harvest
Winter Park,
Florida
|
-$22.2M |
DFAT Hedge Fund Activity: Q1 2025 in Review
714 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q1 2025, worth a combined $7.95B — down 8% from $8.64B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DFAT positions and 34 closed out — a net gain of 17 holders — while 288 added to existing stakes and 223 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $43.9M. The largest seller was Index Fund Advisors, cutting an estimated $48.6M.
- 714 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q1 2025, up from 710 in Q4 2024.
- Funds reported $7.95B of Dimensional US Targeted Value ETF stock for Q1 2025, down 8% quarter-over-quarter.
- 51 funds opened new Dimensional US Targeted Value ETF positions in Q1 2025 and 34 closed out, a net change of +17 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $43.9M added.
- The largest Dimensional US Targeted Value ETF seller in Q1 2025 was Index Fund Advisors, an estimated $48.6M sold.
Based on aggregated 13F filings for Q1 2025.