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.

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 %
Bank of America
26
Bank of America
North Carolina
$57M +$7.39M +143,509 +15%
EAM
27
Evanson Asset Management
California
$55.9M -$1.13M -21,886 -2%
SFA
28
Sequoia Financial Advisors
Ohio
$52.2M +$11.1M +216,339 +27%
TH
29
Team Hewins
California
$50.3M -$465K -9,039 -0.9%
EWM
30
Empirical Wealth Management
Washington
$45.7M +$1.55M +30,007 +3%
SWA
31
Sax Wealth Advisors
New Jersey
$44.4M -$772K -14,984 -2%
SM
32
Sensible Money
Arizona
$43.7M +$2.88M +55,987 +7%
BAM
33
Bayshore Asset Management
Florida
$43.1M +$645K +12,532 +2%
MWM
34
Modera Wealth Management
New Jersey
$41.9M -$1.2M -23,238 -3%
Mariner
35
Mariner
Kansas
$41.1M +$5.52M +107,279 +16%
CPA
36
Capital Performance Advisors
California
$40.8M -$397K -7,718 -1%
MWA
37
Monograph Wealth Advisors
California
$40.4M -$1.08M -20,964 -3%
AF
38
Allworth Financial
California
$40M +$1.48K +30 +0%
JIC
39
Joel Isaacson & Co
New York
$35.8M +$1.54M +29,974 +5%
Cerity Partners
40
Cerity Partners
New York
$35.6M -$143K -2,776 -0.4%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$35.3M -$6.09M -118,206 -15%
GWWM
42
Great Waters Wealth Management
Minnesota
$34.5M -$1.55M -30,022 -4%
PFM
43
Phillips Financial Management
Indiana
$34.3M +$3.83M +74,444 +13%
KAM
44
KEB Asset Management
Illinois
$33.1M +$915K +17,764 +3%
PWP
45
Parkwoods Wealth Partners
New York
$32.5M +$2.3M +44,656 +8%
TWM
46
Tumwater Wealth Management
Idaho
$29M +$625K +12,140 +2%
AssetMark Inc
47
AssetMark Inc
California
$28M +$66.3K +1,288 +0.2%
TFM
48
TFC Financial Management
Massachusetts
$27.2M -$483K -9,386 -2%
EFP
49
EnRich Financial Partners
Wisconsin
$26.5M +$133K +2,577 +0.5%
FCAS
50
First Command Advisory Services
Texas
$26.1M +$2.61M +50,598 +11%
1
2
3 4 5