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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

705 hedge funds and large institutions have $7.96B 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, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
–
Holders Change %
0%
% of All Funds
9.58%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.51%
New
48
Increased
285
Reduced
222
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 %
TC
251
TownSquare Capital
Utah
$2.88M -$1.43M -27,726 -33%
Two Sigma Investments
252
Two Sigma Investments
New York
$2.86M -$2.85M -55,300 -50%
EWA
253
EverSource Wealth Advisors
Alabama
$2.83M -$5.51K -107 -0.2%
RA
254
RFG Advisory
Alabama
$2.74M -$4.25M -82,520 -61%
AWM
255
Aegis Wealth Management
Maryland
$2.73M -$32.5K -631 -1%
TWD
256
True Wealth Design
Ohio
$2.72M -$251K -4,874 -8%
QFPS
257
Quantum Financial Planning Services
Washington
$2.67M +$268K +5,207 +11%
MGIA
258
Moneta Group Investment Advisors
Missouri
$2.64M – – –
AAS
259
Avantax Advisory Services
Texas
$2.63M +$182K +3,535 +7%
WRPWM
260
Werba Rubin Papier Wealth Management
California
$2.58M -$15.6K -303 -0.6%
W
261
WorthPointe
California
$2.56M +$44.8K +871 +2%
MCA
262
Maryland Capital Advisors
Maryland
$2.5M +$228K +4,426 +10%
ATI
263
ARK & TLK Investments
Oklahoma
$2.47M +$39K +758 +2%
BFA
264
Bragg Financial Advisors
North Carolina
$2.43M +$626K +12,157 +35%
AC
265
Applied Capital
Arkansas
$2.42M – – –
EWP
266
Elevation Wealth Partners
California
$2.4M +$247K +4,804 +11%
US Bancorp
267
US Bancorp
Minnesota
$2.4M -$58.4K -1,134 -2%
SCM
268
SOL Capital Management
Maryland
$2.36M -$5.15K -100 -0.2%
CAC
269
Certified Advisory Corp
Florida
$2.35M +$59.3K +1,151 +3%
CAM
270
Cresset Asset Management
Illinois
$2.35M -$272K -5,283 -10%
BFC
271
Bedel Financial Consulting
Indiana
$2.33M +$915K +18,337 +65%
AAA
272
AG Asset Advisory
California
$2.29M +$299K +5,814 +15%
JC
273
Jentner Corp
Ohio
$2.25M -$212K -4,125 -9%
DWA
274
Delap Wealth Advisory
Oregon
$2.24M -$106K -2,066 -5%
OFO
275
OneAscent Family Office
Alabama
$2.2M +$2.2M +42,666 New
9 10
11
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