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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
IFG
551
Independent Financial Group
California
$320K +$7.43K +135 +2%
AC
552
AWM Capital
Arizona
$316K -$64.2K -1,167 -16%
FCH
553
Freestone Capital Holdings
Washington
$316K +$337K +6,131 New
PP
554
PrairieView Partners
Minnesota
$313K -$1.1K -20 -0.3%
LFAS
555
Level Four Advisory Services
Texas
$313K +$550 +10 +0.2%
CFO
556
Collective Family Office
Pennsylvania
$312K +$22K +400 +7%
MCM
557
Mitchell Capital Management
Kansas
$311K – – –
RWM
558
Rialto Wealth Management
New York
$309K -$37.9K -689 -10%
NA
559
Nautilus Advisors
California
$309K +$330K +5,995 New
GAM
560
GEM Asset Management
Michigan
$307K +$770 +14 +0.2%
SAM
561
Sequent Asset Management
Texas
$305K – – –
SSC
562
Syverson Strege & Co
Iowa
$301K -$53.5K -973 -14%
AIS
563
Accredited Investor Services
Minnesota
$297K +$385 +7 +0.1%
TA
564
TFB Advisors
Kansas
$296K -$10.8K -196 -3%
TCA
565
Transcend Capital Advisors
New Jersey
$295K +$315K +5,720 New
VFP
566
Verus Financial Partners
Virginia
$294K -$28.4K -516 -8%
VCM
567
Vision Capital Management
Oregon
$293K – – –
CA
568
CGN Advisors
Kansas
$291K +$312K +5,661 New
WWM
569
Whalen Wealth Management
Nevada
$290K +$936 +17 +0.3%
CA
570
Clearstead Advisors
Ohio
$289K – – –
AFAS
571
Acorn Financial Advisory Services
Virginia
$288K -$8.37K -152 -3%
YWM
572
Yoder Wealth Management
California
$285K – – –
MWA
573
Midland Wealth Advisors
Illinois
$284K +$936 +17 +0.3%
KCM
574
Kathmere Capital Management
Pennsylvania
$283K – – –
ANB
575
Amarillo National Bank
Texas
$281K – – –
21 22
23
24 25

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.