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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.

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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$26.1M +$2.35M +45,602 +10%
MML Investors Services
52
MML Investors Services
Massachusetts
$25.8M +$8.11M +157,513 +46%
EFA
53
Efficient Frontier Advisors
Connecticut
$25.7M +$111K +2,153 +0.4%
BHWM
54
Beaird Harris Wealth Management
Texas
$25.4M -$346K -6,718 -1%
TWA
55
TCI Wealth Advisors
Arizona
$25.2M -$560K -10,878 -2%
W
56
WPWealth
Texas
$24.5M -$546K -10,603 -2%
FG
57
Foster Group
Iowa
$23.9M -$129K -2,513 -0.5%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$23.6M +$1.5M +29,226 +7%
PCI
59
Planning Center Inc
Illinois
$23.5M +$518K +10,062 +2%
SIMC
60
Squire Investment Management Company
Utah
$23.1M +$313K +6,074 +1%
MWM
61
Meritas Wealth Management
California
$22.5M -$416K -8,084 -2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$22.4M +$945K +18,356 +4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$22.2M +$791K +15,305 +4%
PWM
64
PBMares Wealth Management
Virginia
$22.2M +$494K +9,589 +2%
CL
65
Choreo LLC
Illinois
$22.1M -$3.12M -60,648 -12%
WG
66
Watchman Group
Texas
$22.1M -$1.13M -21,968 -5%
KAM
67
Kraft Asset Management
Tennessee
$22M -$2.02M -39,257 -8%
UBS Group
68
UBS Group
Switzerland
$22M +$173K +3,360 +0.8%
CSIA
69
Conrad Siegel Investment Advisors
Pennsylvania
$20.6M +$430K +8,354 +2%
AWM
70
AE Wealth Management
Kansas
$20.5M +$1.93M +37,430 +10%
Financial Engines Advisors
71
Financial Engines Advisors
California
$20.3M -$266K -5,172 -1%
BGWM
72
Bridge Generations Wealth Management
Florida
$20.2M +$729K +14,159 +4%
THL
73
Tillman Hartley LLC
Colorado
$20.2M -$514K -9,990 -2%
ACG
74
Allen Capital Group
Nebraska
$19.8M +$742K +14,418 +4%
LFA
75
Lauterbach Financial Advisors
Texas
$19.6M +$164K +3,178 +0.8%
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3
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