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Dimensional US Targeted Value ETF
DFAT

714 hedge funds and large institutions have $7.95B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 223 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

29% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 223

1% more funds holding

Funds holding: 710 → 714 (+4)

2.23% less ownership

Funds ownership: 80.44% → 78.21% (-2.2%)

8% less funds holding in top 10

Funds holding in top 10: 120 → 111 (-9)

8% less capital invested

Capital invested by funds: $8.64B → $7.95B (-$690M)

Holders
714
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
9.57%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.49%
New
51
Increased
288
Reduced
223
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$43.9M
2
EWA
EP Wealth Advisors
California
+$43.2M
3
PFA
Pure Financial Advisors
California
+$13.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
IFA
Index Fund Advisors
California
-$48.6M
2
EFP
Elser Financial Planning
Indiana
-$39.3M
3
MPM
MBB Public Markets
Illinois
-$35.3M
4
HIGP
Hill Investment Group Partners
Missouri
-$27.3M
5
FH
Financial Harvest
Florida
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
501
LBMC Investment Advisors
Tennessee
$439K +$825 +15 +0.2%
ASN
502
Advisory Services Network
Georgia
$430K -$13.4K -244 -3%
MFIM
503
Mesirow Financial Investment Management
Illinois
$423K +$1.27K +23 +0.3%
SOAG
504
Silver Oak Advisory Group
Oregon
$417K – – –
WFA
505
WMG Financial Advisors
Tennessee
$417K -$14.1K -257 -3%
TWP
506
Triad Wealth Partners
Kansas
$410K +$154K +2,797 +54%
MWM
507
Modern Wealth Management
Kansas
$409K +$35.1K +637 +9%
BFA
508
Benningfield Financial Advisors
California
$407K – – –
CT
509
Colonial Trust
South Carolina
$400K +$208K +3,774 +95%
MMA
510
Miracle Mile Advisors
California
$397K +$3.58K +65 +0.9%
GT
511
Greenleaf Trust
Michigan
$397K – – –
LFA
512
Legacy Financial Advisors
Kentucky
$394K +$134K +2,438 +47%
SF
513
Safeguard Financial
Wisconsin
$391K – – –
MWC
514
MBM Wealth Consultants
Missouri
$391K – – –
PTC
515
Private Trust Company
Ohio
$389K +$28.6K +520 +7%
FA
516
Fortis Advisors
Pennsylvania
$386K -$72.5K -1,318 -15%
BWA
517
Bordeaux Wealth Advisors
California
$384K – – –
Bank of New York Mellon
518
Bank of New York Mellon
New York
$384K -$113K -2,046 -22%
MEAC
519
M.E. Allison & Co
Texas
$383K +$21K +382 +5%
GWA
520
Geometric Wealth Advisors
District of Columbia
$379K -$4.95K -90 -1%
HIA
521
HTG Investment Advisors
Connecticut
$377K – – –
SCA
522
STALEY CAPITAL ADVISERS
Pennsylvania
$373K +$1.21K +22 +0.3%
BAM
523
Belpointe Asset Management
Nevada
$371K – – –
FCA
524
Fortis Capital Advisors
Kansas
$371K – – –
WPC
525
Wedmont Private Capital
Pennsylvania
$370K -$204K -3,708 -32%
19 20
21
22 23

DFAT Hedge Fund Activity: Q1 2025 in Review

714 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q1 2025, worth a combined $7.95B — down 8% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DFAT positions and 34 closed out — a net gain of 17 holders — while 288 added to existing stakes and 223 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $43.9M. The largest seller was Index Fund Advisors, cutting an estimated $48.6M.

  • 714 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q1 2025, up from 710 in Q4 2024.
  • Funds reported $7.95B of Dimensional US Targeted Value ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 51 funds opened new Dimensional US Targeted Value ETF positions in Q1 2025 and 34 closed out, a net change of +17 holders.
  • The largest Dimensional US Targeted Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $43.9M added.
  • The largest Dimensional US Targeted Value ETF seller in Q1 2025 was Index Fund Advisors, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2025.