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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$19.5M -$2.23M -43,267 -10%
CPA
77
Cardiff Park Advisors
California
$19M +$327K +6,359 +2%
HSG
78
Helen Stephens Group
Texas
$18.9M +$2.51M +48,753 +15%
EWA
79
Exencial Wealth Advisors
Oklahoma
$18.7M +$465K +9,028 +3%
TWP
80
TFO Wealth Partners
Ohio
$18.5M -$1.69M -32,871 -8%
BWA
81
Babb Wealth Advisors
Arizona
$17.7M +$662K +12,862 +4%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$17.6M -$196K -3,814 -1%
DEM
83
Disciplined Equity Management
Florida
$17.3M +$180K +3,503 +1%
TFP
84
Triune Financial Partners
Kansas
$17.2M +$223K +4,330 +1%
CWS
85
Confluence Wealth Services
Pennsylvania
$16.9M +$568K +11,778 +3%
SFS
86
Summit Financial Strategies
Ohio
$16.8M +$761K +14,787 +5%
DWM
87
Dopkins Wealth Management
New York
$16.8M -$26.3K -510 -0.2%
LFG
88
Larson Financial Group
Missouri
$16.7M -$667K -12,955 -4%
Betterment LLC
89
Betterment LLC
New York
$15.9M +$2.41M +46,779 +18%
ACM
90
Aspen Capital Management
Idaho
$15.5M +$15.5M +301,777 New
QFA
91
Quantum Financial Advisors
California
$15.4M +$98.7K +1,916 +0.6%
MSWM
92
Master's Wealth Management
Pennsylvania
$15.2M +$549K +10,656 +4%
RLWM
93
RF&L Wealth Management
Massachusetts
$15.1M -$81.9K -1,590 -0.5%
RCI
94
RS Crum Inc
California
$15M -$103K -2,004 -0.7%
Truist Financial
95
Truist Financial
North Carolina
$14.9M -$40.1K -778 -0.3%
EH
96
Equitable Holdings
New York
$14.9M +$749K +14,552 +5%
SSB
97
Sandy Spring Bank
Maryland
$14.9M +$1.56M +30,394 +12%
ALWM
98
Andrews Lucia Wealth Management
California
$14.6M +$183K +3,285 +1%
AP
99
Adero Partners
California
$14.6M -$236K -4,582 -2%
BWA
100
BlueSky Wealth Advisors
North Carolina
$14.6M +$237K +4,609 +2%
2 3
4
5 6