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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 %
NA
551
Nautilus Advisors
California
$309K +$309K +5,995 New
GAM
552
GEM Asset Management
Michigan
$307K +$723 +14 +0.2%
SAM
553
Sequent Asset Management
Texas
$305K – – –
SSC
554
Syverson Strege & Co
Iowa
$301K -$50.1K -973 -14%
AIS
555
Accredited Investor Services
Minnesota
$297K +$360 +7 +0.1%
TA
556
TFB Advisors
Kansas
$296K -$10.1K -196 -3%
TCA
557
Transcend Capital Advisors
New Jersey
$295K +$295K +5,720 New
VFP
558
Verus Financial Partners
Virginia
$294K -$24.3K -516 -8%
VCM
559
Vision Capital Management
Oregon
$293K – – –
CA
560
CGN Advisors
Kansas
$291K +$291K +5,661 New
WWM
561
Whalen Wealth Management
Nevada
$290K +$875 +17 +0.3%
CA
562
Clearstead Advisors
Ohio
$289K – – –
AFAS
563
Acorn Financial Advisory Services
Virginia
$288K -$7.83K -152 -3%
YWM
564
Yoder Wealth Management
California
$285K – – –
MWA
565
Midland Wealth Advisors
Illinois
$284K +$875 +17 +0.3%
KCM
566
Kathmere Capital Management
Pennsylvania
$283K – – –
ANB
567
Amarillo National Bank
Texas
$281K – – –
BW
568
BIP Wealth
Georgia
$279K +$89.4K +1,737 +47%
TP
569
Tranquility Partners
Tennessee
$279K +$8.96K +174 +3%
HA
570
Hanover Advisors
South Carolina
$276K -$30.9K -600 -10%
GA
571
Goldstein Advisors
Wisconsin
$273K – – –
CFG
572
Citizens Financial Group
Rhode Island
$273K -$32.7K -636 -11%
KFP
573
Keener Financial Planning
Texas
$271K – – –
SIC
574
SJS Investment Consulting
Ohio
$271K +$7.21K +140 +3%
AI
575
Accredited Investors
Minnesota
$270K – – –
21 22
23
24 25