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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 %
Bessemer Group
351
Bessemer Group
New Jersey
$1.12M -$662K -12,866 -37%
SB
352
Strategic Blueprint
Georgia
$1.1M +$493K +9,572 +81%
WP
353
Wealthspan Partners
Iowa
$1.09M -$4.43K -86 -0.4%
MGW
354
MB Generational Wealth
Washington
$1.05M -$4.58K -89 -0.4%
FA
355
Fiducient Advisors
Illinois
$1.04M +$3.19K +62 +0.3%
IPW
356
Intergy Private Wealth
Colorado
$1.03M -$1.34K -26 -0.1%
LIWM
357
Long Island Wealth Management
New York
$1.03M -$333K -6,475 -24%
CPWM
358
Cypress Point Wealth Management
Texas
$1.03M -$228K -4,424 -18%
MWP
359
Meredith Wealth Planning
Illinois
$1.02M -$721 -14 -0.1%
P
360
&Partners
Tennessee
$1.01M +$52.7K +1,025 +5%
TIAA Trust, National Association
361
TIAA Trust, National Association
North Carolina
$1.01M -$14.3K -278 -1%
AFO
362
Aurelius Family Office
New Hampshire
$996K -$33.4K -648 -3%
PCM
363
Peirce Capital Management
Texas
$985K -$22.5K -436 -2%
PIFP
364
Partners in Financial Planning
Virginia
$978K +$1.65K +32 +0.2%
IWS
365
Integrity Wealth Solutions
Colorado
$976K +$2.99K +58 +0.3%
SAG
366
SageView Advisory Group
California
$975K +$19.2K +372 +2%
GWM
367
Geneos Wealth Management
Colorado
$961K +$671K +13,022 +231%
CCFM
368
Clear Creek Financial Management
Washington
$961K +$440K +8,539 +84%
SIAG
369
Safeguard Investment Advisory Group
California
$952K -$13.7K -266 -1%
LKBC
370
L.K. Benson & Company
Maryland
$952K +$2.37K +46 +0.2%
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$947K +$98.6K +1,915 +12%
MA
372
McGrath & Associates
North Carolina
$934K +$24.9K +483 +3%
DWM
373
David Wealth Management
Virginia
$933K – – –
VAG
374
Vannoy Advisory Group
Texas
$932K -$17.6K -341 -2%
KF
375
Krilogy Financial
Missouri
$913K – – –
13 14
15
16 17