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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 %
CTC
651
Central Trust Company
Missouri
$91.8K – – –
WTFG
652
Wood Tarver Financial Group
Idaho
$88K +$103 +2 +0.1%
HIIFS
653
Harel Insurance Investments & Financial Services
Israel
$85K – – –
TCA
654
Trifecta Capital Advisors
Illinois
$77.9K – – –
CA
655
Crewe Advisors
Utah
$77.8K +$77.8K +1,510 New
CFO
656
CVA Family Office
Colorado
$77K – – –
CMP
657
Coston McIsaac & Partners
Maine
$74K +$205 +4 +0.3%
WT
658
Whittier Trust
California
$68.4K – – –
AFG
659
Albion Financial Group
Utah
$67K +$67K +1,301 New
CFFP
660
Center for Financial Planning
Michigan
$66.9K -$70.4K -1,367 -51%
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$63.5K – – –
SN
662
Sittner & Nelson
Oregon
$62.5K +$14.1K +274 +29%
BA
663
Bellwether Advisors
Nebraska
$62.1K – – –
T
664
Transce3nd
Texas
$61.4K -$48.8K -1,027 -44%
FCG
665
Financial Connections Group
California
$60K – – –
AWM
666
Angeles Wealth Management
California
$57.8K -$82.9K -1,610 -59%
HR
667
Howe & Rusling
New York
$56.7K – – –
FDCP
668
Foster Dykema Cabot & Partners
Massachusetts
$50.3K – – –
CFS
669
CGC Financial Services
Oregon
$48.5K – – –
RDFA
670
Ritter Daniher Financial Advisory
Ohio
$42.8K – – –
BCWM
671
Bartlett & Co Wealth Management
Ohio
$38.6K – – –
IFS
672
Intelligent Financial Strategies
Minnesota
$37.5K – – –
ME
673
McIlrath & Eck
Washington
$36.8K +$51 +1 +0.1%
WP
674
WealthShield Partners
North Carolina
$36.7K – – –
SC
675
Steph & Co
Wisconsin
$36.6K – – –
25 26
27
28 29