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 %
VWM
426
Vermillion Wealth Management
Minnesota
$645K +$40K +777 +7%
FFN
427
Focus Financial Network
Minnesota
$639K +$20K +388 +3%
MWG
428
Martin Worley Group
Utah
$638K -$82.1K -1,595 -11%
CPSAC
429
Chas P. Smith & Associates (CPS)
Florida
$632K – – –
ACA
430
Aptus Capital Advisors
Alabama
$631K +$24.4K +474 +4%
DWT
431
Dorsey & Whitney Trust
South Dakota
$631K – – –
IFWM
432
Institute for Wealth Management
Colorado
$628K – – –
PWM
433
Perigon Wealth Management
California
$623K -$192K -3,736 -24%
MOS
434
MGO One Seven
Ohio
$622K – – –
EW
435
Evoke Wealth
California
$620K -$180K -3,503 -23%
CF
436
Centaurus Financial
California
$619K +$57.5K +1,116 +10%
WT
437
Washington Trust
Rhode Island
$618K – – –
CAM
438
CPA Asset Management
Florida
$615K – – –
NCM
439
NCM Capital Management
New Jersey
$610K +$1.44K +28 +0.2%
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$609K -$2.94K -57 -0.5%
Janney Montgomery Scott
441
Janney Montgomery Scott
Pennsylvania
$609K – – –
RIP
442
RAM Investment Partners
Washington
$609K – – –
AWP
443
Axis Wealth Partners
Rhode Island
$609K +$170K +3,293 +39%
FWCM
444
Ferguson Wellman Capital Management
Oregon
$607K – – –
1WA
445
180 Wealth Advisors
Washington
$606K -$15.1K -294 -2%
AWS
446
Atria Wealth Solutions
New York
$604K -$237K -4,600 -28%
Natixis Advisors
447
Natixis Advisors
Massachusetts
$599K +$599K +11,633 New
PFBT
448
Parkside Financial Bank & Trust
Missouri
$593K -$39.8K -773 -6%
SSW
449
Stone Summit Wealth
Florida
$592K +$5.2K +101 +0.9%
FWM
450
Forza Wealth Management
Florida
$589K – – –
16 17
18
19 20