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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 %
TCM
276
TruNorth Capital Management
Michigan
$2.18M – – –
MSFS
277
Main Street Financial Solutions
Pennsylvania
$2.13M +$107K +2,076 +5%
GSF
278
Grove Street Fiduciary
New Hampshire
$2.12M -$154K -2,991 -7%
XPN
279
XY Planning Network
Montana
$2.12M -$227K -4,414 -10%
QHA
280
Quarry Hill Advisors
Minnesota
$2.11M +$613K +11,915 +41%
AFA
281
Avant Financial Advisors
Texas
$2.11M -$4.74K -92 -0.2%
IAG
282
Investmark Advisory Group
Connecticut
$2.11M -$2.37K -46 -0.1%
BlackRock
283
BlackRock
New York
$2.06M -$166K -3,228 -7%
GJIA
284
Glass Jacobson Investment Advisors
Maryland
$2.03M – – –
SF
285
Strategent Financial
Virginia
$2.01M +$245K +4,761 +14%
CFP
286
Cascade Financial Partners
California
$1.99M – – –
BI
287
Beckerman Institutional
New Jersey
$1.96M +$125K +2,432 +7%
SPC
288
Sigma Planning Corp
Michigan
$1.96M +$18K +349 +0.9%
MW
289
Marcum Wealth
Ohio
$1.94M -$35.2K -683 -2%
RPA
290
Redwood Park Advisors
California
$1.93M -$56.8K -1,104 -3%
AWP
291
Astra Wealth Partners
New Jersey
$1.92M +$43K +835 +2%
FCI
292
Financial Counselors Inc
Kansas
$1.91M -$14.1K -273 -0.7%
MWM
293
Mattern Wealth Management
Kansas
$1.88M -$228K -4,423 -11%
BA
294
Bridgewater Advisors
New York
$1.88M – – –
AWA
295
Arkadios Wealth Advisors
Georgia
$1.87M +$1.87M +36,244 New
SPIA
296
Steward Partners Investment Advisory
New York
$1.86M +$387K +7,512 +26%
AHL
297
Abel Hall LLC
Louisiana
$1.84M – – –
CG
298
Caprock Group
Idaho
$1.84M +$77.8K +1,510 +4%
MA
299
Mutual Advisors
Nebraska
$1.82M +$15.4K +313 +0.8%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$1.82M +$60.1K +1,168 +3%
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