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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
9.57%
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
$669M
2
EWA
EP Wealth Advisors
California
$155M
3
PFA
Pure Financial Advisors
California
$220M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$89.6M
5
SFA
Sequoia Financial Advisors
Ohio
$52.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$3.24M
2
IFA
Index Fund Advisors
California
$325M
3
EFP
Elser Financial Planning
Indiana
$0
4
MPM
MBB Public Markets
Illinois
$6.81M
5
HIGP
Hill Investment Group Partners
Missouri
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
326
Tobias Financial Advisors
Florida
$1.38M -$11.3K -220 -0.8%
Goldman Sachs
327
Goldman Sachs
New York
$1.38M +$1.38M +26,725 New
PCIA
328
Prime Capital Investment Advisors
Kansas
$1.37M +$201K +3,902 +17%
IA
329
IFG Advisors
Missouri
$1.34M -$36K -700 -3%
CRC
330
Curi RMB Capital
Illinois
$1.34M +$669 +13 +0%
2L
331
25 LLC
Missouri
$1.33M +$927 +18 +0.1%
RB
332
Renasant Bank
Mississippi
$1.3M -$43.5K -845 -3%
WFA
333
Websterrogers Financial Advisors
South Carolina
$1.28M -$137K -2,654 -10%
MWPCG
334
Measured Wealth Private Client Group
New Hampshire
$1.27M -$104K -2,020 -8%
B
335
BetterWealth
California
$1.26M -$2.08M -40,303 -62%
KWA
336
Kondo Wealth Advisors
California
$1.21M -$70.1K -1,362 -5%
FYW
337
Future You Wealth
New York
$1.21M – – –
Fidelity Investments
338
Fidelity Investments
Massachusetts
$1.2M +$253K +4,906 +27%
CAG
339
Compass Advisory Group
New York
$1.2M +$266K +5,162 +28%
RFP
340
Root Financial Partners
California
$1.18M +$597K +11,578 +103%
W
341
WealthCollab
Washington
$1.17M -$26.5K -515 -2%
MWM
342
Melfa Wealth Management
Massachusetts
$1.16M +$360 +7 +0%
ZF
343
Zhang Financial
Michigan
$1.16M +$3.04K +59 +0.3%
BFG
344
Berger Financial Group
Minnesota
$1.14M +$234K +4,549 +26%
SEIA
345
Signature Estate & Investment Advisors
California
$1.14M +$238K +4,627 +26%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$1.14M +$154K +2,989 +16%
BAM
347
BOS Asset Management
Illinois
$1.14M -$20.3K -394 -2%
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$1.13M +$44.5K +864 +4%
Renaissance Technologies
349
Renaissance Technologies
New York
$1.12M +$917K +17,800 +445%
PGFC
350
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$374K -7,259 -25%
12 13
14
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