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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
GPW
626
Gentry Private Wealth
Kansas
$209K – – –
William Blair & Company
627
William Blair & Company
Illinois
$208K +$23.9K +434 +12%
CWM
628
Core Wealth Management
Florida
$207K – – –
MAG
629
Mokosak Advisory Group
Iowa
$205K +$660 +12 +0.3%
AF
630
Advisornet Financial
Minnesota
$205K +$12.2K +221 +6%
VPP
631
Vertex Planning Partners
Illinois
$204K +$218K +3,969 New
PP
632
Pacifica Partners
Canada
$204K – – –
RF
633
Robinswood Financial
Washington
$204K +$110 +2 +0.1%
WANY
634
Wealthspire Advisors (New York)
New York
$204K – – –
PFA
635
Pettinga Financial Advisors
Indiana
$204K – – –
HTWM
636
Hartmann Taylor Wealth Management
Texas
$202K +$215K +3,916 New
GTAM
637
Global Trust Asset Management
Florida
$202K -$353K -6,418 -62%
Franklin Resources
638
Franklin Resources
California
$193K +$660 +12 +0.3%
CT
639
Caldwell Trust
Florida
$186K – – –
NP
640
NorthRock Partners
Minnesota
$185K +$53.2K +967 +37%
FFA
641
Frazier Financial Advisors
Ohio
$185K -$10.7K -194 -5%
IWA
642
Icon Wealth Advisors
Texas
$175K – – –
ACA
643
Atlas Capital Advisors
Wyoming
$170K – – –
CMBA
644
C.M. Bidwell & Associates
Hawaii
$164K – – –
RTL
645
Red Tortoise LLC
Georgia
$163K – – –
RIL
646
Rothschild Investment LLC
Illinois
$161K – – –
HI
647
Harbour Investments
Wisconsin
$157K +$40.4K +734 +32%
CIAS
648
Capital Investment Advisory Services
North Carolina
$149K -$19.6K -357 -11%
PGAM
649
Princeton Global Asset Management
New Jersey
$147K – – –
SAM
650
S.A. Mason
Michigan
$146K – – –
24 25
26
27 28

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.