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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 %
WAS
701
Winch Advisory Services
Wisconsin
$2.23K – – –
VWA
702
VSM Wealth Advisory
Maryland
$2.09K +$2.09K +41 New
PWA
703
Physician Wealth Advisors
Utah
$1.85K – – –
CAWM
704
Capital A Wealth Management
Pennsylvania
$927 +$927 +18 New
EFP
705
Elser Financial Planning
Indiana
– -$39.3M -706,144 Closed
FH
706
Financial Harvest
Florida
– -$22.2M -398,953 Closed
RWA
707
Rooted Wealth Advisors
Illinois
– -$3.13M -56,288 Closed
EP
708
Essential Planning
New Hampshire
– -$611K -10,668 Closed
BBNB
709
Baker Boyer National Bank
Washington
– -$406K -7,295 Closed
BPWM
710
Black Point Wealth Management
Florida
– -$318K -5,720 Closed
KCM
711
KM Capital Management
Texas
– -$294K -5,279 Closed
CWA
712
Cascade Wealth Advisors
Washington
– -$284K -5,096 Closed
TI
713
tru Independence
Oregon
– -$251K -4,503 Closed
HG
714
Harbor Group
New Hampshire
– -$231K -4,147 Closed
IAA
715
Independent Advisor Alliance
North Carolina
– -$230K -4,124 Closed
SFC
716
Strategic Financial Concepts
Texas
– -$225K -4,037 Closed
NRW
717
Nova R Wealth
Kansas
– -$216K -3,872 Closed
FA
718
FF Advisors
California
– -$227K -3,868 Closed
Citadel Advisors
719
Citadel Advisors
Florida
– -$215K -3,858 Closed
DC
720
Dahring Cusmano
Michigan
– -$214K -3,849 Closed
UWM
721
USAdvisors Wealth Management
Minnesota
– -$209K -3,770 Closed
FA
722
Fiduciary Alliance
South Carolina
– -$208K -3,735 Closed
CFGS
723
Concourse Financial Group Securities
Alabama
– -$214K -3,715 Closed
CWS
724
Cypress Wealth Services
California
– -$205K -3,685 Closed
IF
725
Ironwood Financial
Arizona
– -$203K -3,653 Closed
26 27 28
29
30