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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
1
Focus Partners Wealth
Massachusetts
$669M
2
EWA
2
EP Wealth Advisors
California
$155M
3
PFA
3
Pure Financial Advisors
California
$220M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$89.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$52.2M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$3.24M
2
IFA
2
Index Fund Advisors
California
$325M
3
EFP
3
Elser Financial Planning
Indiana
$0
4
MPM
4
MBB Public Markets
Illinois
$6.81M
5
HIGP
5
Hill Investment Group Partners
Missouri
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
451
Berkeley Inc
Idaho
$576K -$1.07M -20,737 -65%
G
452
GenTrust
Florida
$571K – – –
RFA
453
Rollins Financial Advisors
New York
$566K -$50.5K -980 -8%
FS
454
Financial Symmetry
North Carolina
$558K +$103 +2 +0%
DAS
455
Diversify Advisory Services
Utah
$556K +$50 +1 +0%
KRW
456
Kaufman Rossin Wealth
Florida
$554K – – –
HWM
457
HB Wealth Management
Georgia
$553K -$43.9K -852 -7%
SFS
458
Strategic Financial Services
New York
$552K – – –
WF
459
WoodTrust Financial
Wisconsin
$548K – – –
IC
460
IEQ Capital
California
$532K +$156K +3,039 +42%
LCM
461
Liberty Capital Management
Michigan
$531K – – –
CFG
462
Clayton Financial Group
Missouri
$529K +$360 +7 +0.1%
WMS
463
Wealth Management Strategies
Pennsylvania
$528K +$1.55K +30 +0.3%
MSWM
464
McGlone Suttner Wealth Management
Wisconsin
$524K – – –
FOA
465
Five Oceans Advisors
California
$524K -$1.03K -20 -0.2%
CAMG
466
CWA Asset Management Group
Florida
$522K – – –
PFP
467
Pinnacle Financial Partners
Tennessee
$519K – – –
CSP
468
Cary Street Partners
Virginia
$518K +$121K +2,354 +31%
Empower Advisory Group
469
Empower Advisory Group
Colorado
$517K -$108K -2,103 -17%
WH
470
Willner & Heller
California
$516K +$516K +10,024 New
FPCP
471
Fort Point Capital Partners
California
$515K – – –
MCA
472
Magnolia Capital Advisors
Mississippi
$511K +$1.55K +30 +0.3%
AWM
473
Arista Wealth Management
Nevada
$496K – – –
BTI
474
Blue Trust Inc
Georgia
$485K -$3.81K -74 -0.8%
CW
475
CreativeOne Wealth
Kansas
$483K +$277K +5,380 +135%
17 18
19
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