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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 %
PFA
626
Pettinga Financial Advisors
Indiana
$204K – – –
HTWM
627
Hartmann Taylor Wealth Management
Texas
$202K +$202K +3,916 New
GTAM
628
Global Trust Asset Management
Florida
$202K -$330K -6,418 -62%
Franklin Resources
629
Franklin Resources
California
$193K +$618 +12 +0.3%
NP
630
NorthRock Partners
Minnesota
$185K +$49.8K +967 +37%
FFA
631
Frazier Financial Advisors
Ohio
$185K -$9.99K -194 -5%
IWA
632
Icon Wealth Advisors
Texas
$175K – – –
ACA
633
Atlas Capital Advisors
Wyoming
$170K – – –
CMBA
634
C.M. Bidwell & Associates
Hawaii
$164K – – –
RTL
635
Red Tortoise LLC
Georgia
$163K – – –
RIL
636
Rothschild Investment LLC
Illinois
$161K – – –
HI
637
Harbour Investments
Wisconsin
$157K +$37.8K +734 +32%
CIAS
638
Capital Investment Advisory Services
North Carolina
$149K -$18.4K -357 -11%
PGAM
639
Princeton Global Asset Management
New Jersey
$147K – – –
SAM
640
S.A. Mason
Michigan
$146K – – –
National Bank of Canada
641
National Bank of Canada
Quebec, Canada
$145K – – –
GWS
642
Glassman Wealth Services
Virginia
$131K +$24.9K +483 +24%
SC
643
SouthState Corp
Florida
$130K +$130K +2,518 New
AC
644
AlphaCore Capital
California
$127K +$127K +2,465 New
TIM
645
Tortoise Investment Management
New York
$126K -$42.2K -820 -25%
M
646
MOTCO
Texas
$121K – – –
UB
647
UMB Bank
Missouri
$116K – – –
IRC
648
Investors Research Corp
Georgia
$115K – – –
MFA
649
McClarren Financial Advisors
Pennsylvania
$100K -$108K -1,009 -52%
CIR
650
Clear Investment Research
Georgia
$97.7K +$2.11K +41 +2%
24 25
26
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