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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 %
SI
576
Stephens Inc
Arkansas
$269K – – –
MSF
577
Mustard Seed Financial
Arkansas
$268K – – –
PC
578
Peavine Capital
Nevada
$267K – – –
TCM
579
Towneley Capital Management
California
$266K +$824 +16 +0.3%
DI
580
Disciplined Investors
Texas
$266K +$360 +7 +0.1%
PA
581
PFG Advisors
Arizona
$266K +$20.3K +394 +8%
S
582
SignatureFD
Georgia
$262K -$148K -2,868 -36%
PFP
583
Paragon Financial Partners
California
$262K – – –
BCM
584
Brookstone Capital Management
Illinois
$260K +$46.3K +899 +22%
LW
585
Linscomb Wealth
Texas
$258K – – –
CWM
586
Castle Wealth Management
Florida
$256K -$24.9K -484 -9%
AIP
587
Ameritas Investment Partners
Nebraska
$254K +$772 +15 +0.3%
DOA
588
D'Orazio & Associates
Virginia
$254K +$49.1K +954 +24%
CWR
589
Chico Wealth RIA
California
$254K +$29.5K +573 +13%
IA
590
IFP Advisors
Florida
$253K +$21.3K +414 +9%
FIA
591
Foundations Investment Advisors
Arizona
$250K -$1.8K -35 -0.7%
CPA
592
Cathy Pareto & Associates
Florida
$248K +$721 +14 +0.3%
BBHC
593
Brown Brothers Harriman & Co
New York
$248K +$248K +4,811 New
BCM
594
Basso Capital Management
Connecticut
$245K -$296K -5,750 -55%
BFA
595
Beacon Financial Advisory
Ohio
$243K +$243K +4,719 New
CCA
596
Clarity Capital Advisors
Florida
$242K – – –
IWM
597
IHT Wealth Management
Illinois
$242K +$721 +14 +0.3%
GFP
598
Gryphon Financial Partners
Ohio
$241K – – –
PA
599
Procyon Advisors
Connecticut
$239K – – –
CIA
600
Concurrent Investment Advisors
Florida
$238K +$463 +9 +0.2%
22 23
24
25 26