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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 %
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$768K +$5.66K +110 +0.7%
CPIG
402
Chicago Partners Investment Group
Illinois
$761K +$35.4K +708 +5%
SOS
403
Silver Oak Securities
Tennessee
$757K +$6.69K +130 +0.9%
UCFA
404
United Capital Financial Advisors
Texas
$756K +$6.02K +117 +0.8%
WA
405
Waverly Advisors
Alabama
$755K +$7.11K +138 +0.9%
CIA
406
Capital Investment Advisors
Georgia
$753K – – –
MCM
407
Mattern Capital Management
Colorado
$736K +$104K +2,019 +16%
MHFA
408
Mission Hills Financial Advisory
California
$730K – – –
JWA
409
JFS Wealth Advisors
Pennsylvania
$728K +$206 +4 +0%
PMFA
410
Plante Moran Financial Advisors
Michigan
$723K -$33.1K -643 -4%
BTWM
411
Baker Tilly Wealth Management
Wisconsin
$718K – – –
NHC
412
Nicholas Hoffman & Company
Georgia
$707K -$230K -4,476 -25%
FWS
413
FinDec Wealth Services
California
$707K -$4.38M -84,981 -86%
BJL
414
Brighton Jones LLC
Washington
$691K -$380K -7,389 -36%
MPAM
415
Murphy Pohlad Asset Management
Minnesota
$690K – – –
SFM
416
Signet Financial Management
New Jersey
$689K -$13.7K -267 -2%
CAM
417
Clark Asset Management
New Hampshire
$688K +$463 +9 +0.1%
OW
418
Olistico Wealth
Oklahoma
$683K – – –
AWE
419
Avidian Wealth Enterprises
Texas
$680K – – –
Brown Advisory
420
Brown Advisory
Maryland
$664K +$434K +8,431 +189%
BWS
421
BCR Wealth Strategies
Alabama
$659K – – –
USCWA
422
U.S. Capital Wealth Advisors
Texas
$656K – – –
LWM
423
LongView Wealth Management
Georgia
$649K +$51.5K +1,000 +9%
KP
424
Keel Point
Alabama
$649K -$783K -15,215 -55%
Ameriprise
425
Ameriprise
Minnesota
$647K +$219K +4,259 +51%
15 16
17
18 19