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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 %
WSFS
476
Wilmington Savings Fund Society
Delaware
$479K – – –
VA
477
Valmark Advisers
Ohio
$475K +$122K +2,378 +35%
SAM
478
Secure Asset Management
Michigan
$469K – – –
M&T Bank
479
M&T Bank
New York
$466K -$52.7K -1,024 -10%
CCWM
480
Correct Capital Wealth Management
Missouri
$465K – – –
Lido Advisors
481
Lido Advisors
California
$462K -$88.8K -1,725 -16%
CCM
482
Cloud Capital Management
Washington
$460K +$460K +8,940 New
WP
483
Westmount Partners
California
$457K – – –
MGWA
484
Monument Group Wealth Advisors
Massachusetts
$450K -$7.11K -138 -2%
SWP
485
Sagespring Wealth Partners
Tennessee
$449K +$249K +4,836 +124%
HWM
486
Hemington Wealth Management
Virginia
$447K -$2.93K -57 -0.7%
TFS
487
Thoroughbred Financial Services
Tennessee
$447K – – –
HPA
488
High Probability Advisors
New York
$447K – – –
SHGA
489
Sand Hill Global Advisors
California
$445K – – –
EF
490
Exeter Financial
Arizona
$442K +$1.34K +26 +0.3%
GA
491
Greenspring Advisors
Maryland
$440K – – –
Wells Fargo
492
Wells Fargo
California
$440K -$935K -18,160 -68%
Comerica Bank
493
Comerica Bank
Texas
$440K +$134K +2,607 +44%
LIA
494
LBMC Investment Advisors
Tennessee
$439K +$772 +15 +0.2%
ASN
495
Advisory Services Network
Georgia
$430K -$12.6K -244 -3%
MFIM
496
Mesirow Financial Investment Management
Illinois
$423K +$1.18K +23 +0.3%
SOAG
497
Silver Oak Advisory Group
Oregon
$417K – – –
WFA
498
WMG Financial Advisors
Tennessee
$417K -$13.2K -257 -3%
TWP
499
Triad Wealth Partners
Kansas
$410K +$144K +2,797 +54%
MWM
500
Modern Wealth Management
Kansas
$409K +$32.8K +637 +9%
18 19
20
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