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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
GP
526
Greenline Partners
New York
$370K -$75.8K -1,378 -19%
WCP
527
Wick Capital Partners
Pennsylvania
$369K +$395K +7,174 New
WDL
528
Well Done LLC
Michigan
$369K +$29K +527 +9%
DFC
529
DBK Financial Counsel
Ohio
$368K – – –
RPCA
530
Running Point Capital Advisors
California
$365K – – –
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$362K +$29.5K +536 +7%
IIM
532
InTrack Investment Management
Vermont
$360K +$384K +6,986 New
SHF
533
Stage Harbor Financial
Massachusetts
$358K +$8.03K +146 +2%
CC
534
Callan Capital
California
$354K +$378K +6,867 New
PWAM
535
Private Wealth Asset Management
Iowa
$351K +$376K +6,825 New
OC
536
Oakworth Capital
Alabama
$350K +$99.1K +1,800 +36%
SLT
537
St Louis Trust
Missouri
$348K – – –
RP
538
Rowlandmiller & Partners
Georgia
$347K – – –
RRCM
539
Rappaport Reiches Capital Management
Illinois
$347K +$1.16K +21 +0.3%
NG
540
NWK Group
California
$343K – – –
IAN
541
Integrated Advisors Network
Texas
$339K -$227K -4,134 -39%
WS
542
Wedbush Securities
California
$336K – – –
IP
543
Integras Partners
Georgia
$335K – – –
OIS
544
Okabena Investment Services
Minnesota
$334K +$357K +6,481 New
HC
545
Hurley Capital
New York
$332K +$22.2K +404 +7%
PCA
546
Prosperity Capital Advisors
Ohio
$328K +$275 +5 +0.1%
IF
547
Intrua Financial
Texas
$327K – – –
BIG
548
Brookwood Investment Group
Arizona
$326K +$349K +6,337 New
FFG
549
First Financial Group
North Carolina
$324K – – –
BWM
550
BCO Wealth Management
New Mexico
$324K +$3.08K +56 +0.9%
20 21
22
23 24

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.