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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 %
SWP
601
Significant Wealth Partners
Illinois
$237K – – –
RI
602
Ridgewood Investments
New Jersey
$235K +$463 +9 +0.2%
EIG
603
Ellenbecker Investment Group
Wisconsin
$234K -$9.53K -185 -4%
QCM
604
QRG Capital Management
Illinois
$233K -$150K -2,922 -39%
KFI
605
Key Financial Inc
Pennsylvania
$233K – – –
DJSG
606
D.J. St. Germain
Massachusetts
$231K – – –
SCM
607
SCS Capital Management
Massachusetts
$229K +$229K +4,457 New
BB
608
Busey Bank
Illinois
$229K – – –
NC
609
North Capital
Utah
$224K +$224K +4,356 New
WWM
610
Woodside Wealth Management
Massachusetts
$222K +$222K +4,320 New
GM
611
GeoWealth Management
Illinois
$221K +$221K +4,297 New
BAAM
612
Baker Avenue Asset Management
California
$218K – – –
DWM
613
Drive Wealth Management
Utah
$217K +$217K +4,216 New
CSIC
614
Clifford Swan Investment Counsel
California
$216K – – –
FFM
615
Flagstone Financial Management
Nebraska
$212K – – –
SWM
616
SilverOak Wealth Management
Minnesota
$211K -$28K -544 -12%
GWM
617
GDS Wealth Management
Texas
$211K – – –
GPW
618
Gentry Private Wealth
Kansas
$209K – – –
William Blair & Company
619
William Blair & Company
Illinois
$208K +$22.3K +434 +12%
CWM
620
Core Wealth Management
Florida
$207K – – –
MAG
621
Mokosak Advisory Group
Iowa
$205K +$618 +12 +0.3%
AF
622
Advisornet Financial
Minnesota
$205K +$11.4K +221 +6%
VPP
623
Vertex Planning Partners
Illinois
$204K +$204K +3,969 New
PP
624
Pacifica Partners
Canada
$204K – – –
WANY
625
Wealthspire Advisors (New York)
New York
$204K – – –
23 24
25
26 27