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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
IWP
701
IAG Wealth Partners
Wisconsin
$9.73K – – –
FPF
702
First Pacific Financial
Washington
$9.32K +$9.96K +181 New
Russell Investments Group
703
Russell Investments Group
United Kingdom
$9.27K +$9.9K +180 New
EWM
704
Evermay Wealth Management
Virginia
$8.75K – – –
CSC
705
Caldwell Sutter Capital
California
$5.77K – – –
CA
706
Continuum Advisory
Idaho
$5.25K – – –
QC
707
Quent Capital
New York
$4.27K -$1.65K -30 -27%
GFPC
708
Global Financial Private Client
Florida
$4.12K – – –
NEWAS
709
N.E.W. Advisory Services
Wisconsin
$3.19K +$3.41K +62 New
AFS
710
Anderson Financial Strategies
Ohio
$2.83K +$3.03K +55 New
WAS
711
Winch Advisory Services
Wisconsin
$2.23K – – –
VWA
712
VSM Wealth Advisory
Maryland
$2.09K +$2.26K +41 New
PWA
713
Physician Wealth Advisors
Utah
$1.85K – – –
CAWM
714
Capital A Wealth Management
Pennsylvania
$927 +$991 +18 New
EFP
715
Elser Financial Planning
Indiana
– -$39.3M -706,144 Closed
FH
716
Financial Harvest
Florida
– -$22.2M -398,953 Closed
RWA
717
Rooted Wealth Advisors
Illinois
– -$3.13M -56,288 Closed
EP
718
Essential Planning
New Hampshire
– -$611K -10,668 Closed
BBNB
719
Baker Boyer National Bank
Washington
– -$406K -7,295 Closed
BPWM
720
Black Point Wealth Management
Florida
– -$318K -5,720 Closed
KCM
721
KM Capital Management
Texas
– -$294K -5,279 Closed
CWA
722
Cascade Wealth Advisors
Washington
– -$284K -5,096 Closed
TI
723
tru Independence
Oregon
– -$251K -4,503 Closed
HG
724
Harbor Group
New Hampshire
– -$231K -4,147 Closed
IAA
725
Independent Advisor Alliance
North Carolina
– -$230K -4,124 Closed
26 27 28
29
30

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.