DFAT icon

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 %
KWM
376
Keebeck Wealth Management
Illinois
$905K – – –
PMIM
377
Prudent Man Investment Management
Colorado
$905K – – –
QCM
378
Quantinno Capital Management
New York
$902K +$39.8K +772 +5%
GWM
379
Grand Wealth Management
Michigan
$901K -$40.2K -780 -4%
STA
380
Summit Trail Advisors
New York
$895K – – –
DWM
381
Dakota Wealth Management
Florida
$893K -$50.2K -975 -5%
PS
382
Principal Securities
Iowa
$891K – – –
MFG
383
Merit Financial Group
Georgia
$890K +$890K +17,292 New
FWM
384
Fortress Wealth Management
California
$876K -$986K -19,149 -53%
AWM
385
Apollon Wealth Management
South Carolina
$870K +$55.9K +1,086 +7%
KCPG
386
Kavar Capital Partners Group
Kansas
$869K +$463 +9 +0.1%
Fisher Asset Management
387
Fisher Asset Management
Washington
$860K +$434K +8,422 +102%
SFPM
388
Sensible Financial Planning & Management
Massachusetts
$855K – – –
LWM
389
Lodestone Wealth Management
Washington
$854K +$83.1K +1,614 +11%
ACA
390
American Capital Advisory
Idaho
$840K +$115K +2,238 +16%
CGPCS
391
Capital Group Private Client Services
California
$834K +$375K +7,281 +82%
TNBTD
392
Trustmark National Bank Trust Department
Mississippi
$828K – – –
WIM
393
Warwick Investment Management
Texas
$824K +$2.52K +49 +0.3%
SAM
394
Smartleaf Asset Management
Massachusetts
$816K -$412 -8 -0.1%
KeyBank National Association
395
KeyBank National Association
Ohio
$814K – – –
DAS
396
Dynamic Advisor Solutions
Arizona
$812K +$34.8K +676 +4%
PB
397
Pinnacle Bancorp
Nebraska
$793K – – –
FWP
398
Falcon Wealth Planning
California
$790K +$103 +2 +0%
CB
399
Commerce Bank
Missouri
$778K -$12.2K -236 -2%
BWMG
400
Bannerman Wealth Management Group
Texas
$776K – – –
14 15
16
17 18