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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 %
KSWWM
101
Keyes Stange & Wooten Wealth Management
Florida
$14.5M +$150K +2,910 +1%
MWM
102
McMill Wealth Management
Nebraska
$14.4M +$736K +14,302 +5%
MG
103
Mather Group
Illinois
$13.9M +$2.63M +51,167 +23%
KFG
104
Kelly Financial Group
Connecticut
$13.9M +$1.61M +31,364 +13%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$13.8M -$151K -2,927 -1%
LW
106
Libra Wealth
California
$13.5M -$182K -3,526 -1%
RWM
107
Ruedi Wealth Management
Illinois
$13.1M +$164K +3,182 +1%
VWA
108
Visionary Wealth Advisors
Illinois
$13M +$204K +3,962 +2%
SIS
109
Strategic Investment Solutions
Illinois
$13M +$101K +1,973 +0.8%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$13M +$338K +6,568 +3%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$12.9M +$7.6M +147,665 +144%
HNWA
112
Henrickson Nauta Wealth Advisors
Michigan
$12.5M +$1.07M +23,098 +9%
JWM
113
JDH Wealth Management
California
$12.4M -$145K -2,812 -1%
AFG
114
Altiora Financial Group
Ohio
$12.3M +$328K +6,377 +3%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$12.3M +$1.93M +37,519 +19%
NWM
116
Navigoe Wealth Management
California
$11.9M -$80.1K -1,556 -0.7%
MAM
117
McLean Asset Management
Virginia
$11.7M +$657K +14,666 +6%
RA
118
Rise Advisors
New York
$11.5M +$3.41M +66,184 +42%
SWA
119
ShankerValleau Wealth Advisors
Illinois
$11M +$1.46M +28,402 +15%
CW
120
Cook Wealth
North Carolina
$11M -$182K -3,683 -2%
MFT
121
Moisand Fitzgerald Tamayo
Florida
$10.6M -$277K -5,374 -3%
CWMA
122
Capstone Wealth Management (Alabama)
Alabama
$10.6M -$122K -2,376 -1%
GCM
123
Graver Capital Management
Ohio
$10.4M +$747K +14,516 +8%
WMN
124
Wealth Management Nebraska
Nebraska
$10.2M -$3.25M -63,203 -24%
JWS
125
Juncture Wealth Strategies
Arizona
$10M +$26.9K +522 +0.3%
3 4
5
6 7