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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 %
BFA
501
Benningfield Financial Advisors
California
$407K – – –
CT
502
Colonial Trust
South Carolina
$400K +$194K +3,774 +95%
MMA
503
Miracle Mile Advisors
California
$397K +$3.35K +65 +0.9%
GT
504
Greenleaf Trust
Michigan
$397K – – –
LFA
505
Legacy Financial Advisors
Kentucky
$394K +$126K +2,438 +47%
SF
506
Safeguard Financial
Wisconsin
$391K – – –
MWC
507
MBM Wealth Consultants
Missouri
$391K – – –
PTC
508
Private Trust Company
Ohio
$389K +$26.8K +520 +7%
FA
509
Fortis Advisors
Pennsylvania
$386K -$67.9K -1,318 -15%
BWA
510
Bordeaux Wealth Advisors
California
$384K – – –
Bank of New York Mellon
511
Bank of New York Mellon
New York
$384K -$105K -2,046 -22%
MEAC
512
M.E. Allison & Co
Texas
$383K +$19.7K +382 +5%
GWA
513
Geometric Wealth Advisors
District of Columbia
$379K -$4.63K -90 -1%
HIA
514
HTG Investment Advisors
Connecticut
$377K – – –
SCA
515
STALEY CAPITAL ADVISERS
Pennsylvania
$373K +$1.13K +22 +0.3%
BAM
516
Belpointe Asset Management
Nevada
$371K – – –
FCA
517
Fortis Capital Advisors
Kansas
$371K – – –
WPC
518
Wedmont Private Capital
Pennsylvania
$370K -$173K -3,708 -32%
GP
519
Greenline Partners
New York
$370K -$88.1K -1,378 -19%
WCP
520
Wick Capital Partners
Pennsylvania
$369K +$369K +7,174 New
WDL
521
Well Done LLC
Michigan
$369K +$29.3K +527 +9%
DFC
522
DBK Financial Counsel
Ohio
$368K – – –
RPCA
523
Running Point Capital Advisors
California
$365K – – –
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$362K +$24K +536 +7%
IIM
525
InTrack Investment Management
Vermont
$360K +$360K +6,986 New
19 20
21
22 23