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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 %
IF
676
Integrity Financial
Wyoming
$35.7K +$35.7K +694 New
MSWM
677
Mowery & Schoenfeld Wealth Management
Illinois
$33.2K – – –
MWM
678
Mascoma Wealth Management
New Hampshire
$29.6K – – –
EWA
679
EQ Wealth Advisors
Texas
$28K +$28K +544 New
PA
680
Parallel Advisors
California
$27.9K -$3.24K -63 -10%
TCM
681
Tradewinds Capital Management
Washington
$26.4K – – –
SRCM
682
Signature Resources Capital Management
California
$26.1K – – –
RF
683
Rossby Financial
Florida
$25.5K +$25.5K +520 New
NRG
684
Nemes Rush Group
Michigan
$24.4K +$23K +447 +1,656%
TC
685
Truvestments Capital
Florida
$21.7K +$51 +1 +0.2%
LWMI
686
Legacy Wealth Management (Idaho)
Idaho
$20.2K – – –
UCB
687
United Community Bank
South Carolina
$19.4K +$19.4K +377 New
AIC
688
Archer Investment Corporation
Indiana
$17.2K – – –
SWIM
689
Smallwood Wealth Investment Management
New Jersey
$15.9K +$15.9K +309 New
PA
690
Pineridge Advisors
Missouri
$9.94K +$51 +1 +0.5%
IWP
691
IAG Wealth Partners
Wisconsin
$9.73K – – –
FPF
692
First Pacific Financial
Washington
$9.32K +$9.32K +181 New
Russell Investments Group
693
Russell Investments Group
United Kingdom
$9.27K +$9.27K +180 New
EWM
694
Evermay Wealth Management
Virginia
$8.75K – – –
CSC
695
Caldwell Sutter Capital
California
$5.77K – – –
CA
696
Continuum Advisory
Idaho
$5.25K – – –
QC
697
Quent Capital
New York
$4.27K -$1.55K -30 -27%
GFPC
698
Global Financial Private Client
Florida
$4.12K – – –
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$3.19K +$3.19K +62 New
AFS
700
Anderson Financial Strategies
Ohio
$2.83K +$2.83K +55 New
26 27
28
29 30