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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 %
SHF
526
Stage Harbor Financial
Massachusetts
$358K +$7.52K +146 +2%
CC
527
Callan Capital
California
$354K +$354K +6,867 New
PWAM
528
Private Wealth Asset Management
Iowa
$351K +$351K +6,825 New
OC
529
Oakworth Capital
Alabama
$350K +$92.7K +1,800 +36%
SLT
530
St Louis Trust
Missouri
$348K – – –
RP
531
Rowlandmiller & Partners
Georgia
$347K – – –
RRCM
532
Rappaport Reiches Capital Management
Illinois
$347K +$1.08K +21 +0.3%
NG
533
NWK Group
California
$343K – – –
IAN
534
Integrated Advisors Network
Texas
$339K -$213K -4,134 -39%
WS
535
Wedbush Securities
California
$336K – – –
IP
536
Integras Partners
Georgia
$335K – – –
OIS
537
Okabena Investment Services
Minnesota
$334K +$334K +6,481 New
HC
538
Hurley Capital
New York
$332K +$20.8K +404 +7%
PCA
539
Prosperity Capital Advisors
Ohio
$328K +$258 +5 +0.1%
IF
540
Intrua Financial
Texas
$327K – – –
BIG
541
Brookwood Investment Group
Arizona
$326K +$326K +6,337 New
FFG
542
First Financial Group
North Carolina
$324K – – –
BWM
543
BCO Wealth Management
New Mexico
$324K +$2.88K +56 +0.9%
AC
544
AWM Capital
Arizona
$316K -$60.1K -1,167 -16%
FCH
545
Freestone Capital Holdings
Washington
$316K +$316K +6,131 New
PP
546
PrairieView Partners
Minnesota
$313K -$1.03K -20 -0.3%
LFAS
547
Level Four Advisory Services
Texas
$313K +$515 +10 +0.2%
CFO
548
Collective Family Office
Pennsylvania
$312K +$20.6K +400 +7%
MCM
549
Mitchell Capital Management
Kansas
$311K – – –
RWM
550
Rialto Wealth Management
New York
$309K -$35.5K -689 -10%
20 21
22
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