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Dimensional US Targeted Value ETF
DFAT

714 hedge funds and large institutions have $7.95B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

29% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 223

1% more funds holding

Funds holding: 710 → 714 (+4)

2.23% less ownership

Funds ownership: 80.44% → 78.21% (-2.2%)

8% less funds holding in top 10

Funds holding in top 10: 120 → 111 (-9)

8% less capital invested

Capital invested by funds: $8.64B → $7.95B (-$690M)

Holders
714
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
9.57%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.49%
New
51
Increased
288
Reduced
223
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$43.9M
2
EWA
EP Wealth Advisors
California
+$43.2M
3
PFA
Pure Financial Advisors
California
+$13.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
IFA
Index Fund Advisors
California
-$48.6M
2
EFP
Elser Financial Planning
Indiana
-$39.3M
3
MPM
MBB Public Markets
Illinois
-$35.3M
4
HIGP
Hill Investment Group Partners
Missouri
-$27.3M
5
FH
Financial Harvest
Florida
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
376
Vannoy Advisory Group
Texas
$932K -$18.8K -341 -2%
KF
377
Krilogy Financial
Missouri
$913K – – –
KWM
378
Keebeck Wealth Management
Illinois
$905K – – –
PMIM
379
Prudent Man Investment Management
Colorado
$905K – – –
QCM
380
Quantinno Capital Management
New York
$902K +$42.5K +772 +5%
GWM
381
Grand Wealth Management
Michigan
$901K -$42.9K -780 -4%
STA
382
Summit Trail Advisors
New York
$895K – – –
DWM
383
Dakota Wealth Management
Florida
$893K -$53.7K -975 -5%
PS
384
Principal Securities
Iowa
$891K – – –
MFG
385
Merit Financial Group
Georgia
$890K +$952K +17,292 New
FWM
386
Fortress Wealth Management
California
$876K -$1.05M -19,149 -53%
AWM
387
Apollon Wealth Management
South Carolina
$870K +$59.8K +1,086 +7%
KCPG
388
Kavar Capital Partners Group
Kansas
$869K +$495 +9 +0.1%
Fisher Asset Management
389
Fisher Asset Management
Washington
$860K +$463K +8,422 +102%
SFPM
390
Sensible Financial Planning & Management
Massachusetts
$855K – – –
LWM
391
Lodestone Wealth Management
Washington
$854K +$88.8K +1,614 +11%
ACA
392
American Capital Advisory
Idaho
$840K +$123K +2,238 +16%
CGPCS
393
Capital Group Private Client Services
California
$834K +$401K +7,281 +82%
TNBTD
394
Trustmark National Bank Trust Department
Mississippi
$828K – – –
WIM
395
Warwick Investment Management
Texas
$824K +$2.7K +49 +0.3%
SAM
396
Smartleaf Asset Management
Massachusetts
$816K -$440 -8 -0.1%
KeyBank National Association
397
KeyBank National Association
Ohio
$814K – – –
DAS
398
Dynamic Advisor Solutions
Arizona
$812K +$37.2K +676 +4%
PB
399
Pinnacle Bancorp
Nebraska
$793K – – –
FWP
400
Falcon Wealth Planning
California
$790K +$110 +2 +0%
14 15
16
17 18

DFAT Hedge Fund Activity: Q1 2025 in Review

714 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q1 2025, worth a combined $7.95B — down 8% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DFAT positions and 34 closed out — a net gain of 17 holders — while 288 added to existing stakes and 223 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $43.9M. The largest seller was Index Fund Advisors, cutting an estimated $48.6M.

  • 714 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q1 2025, up from 710 in Q4 2024.
  • Funds reported $7.95B of Dimensional US Targeted Value ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 51 funds opened new Dimensional US Targeted Value ETF positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Dimensional US Targeted Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $43.9M added.
  • The largest Dimensional US Targeted Value ETF seller in Q1 2025 was Index Fund Advisors, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2025.