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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
Focus Partners Wealth
Massachusetts
$669M
2
EWA
EP Wealth Advisors
California
$155M
3
PFA
Pure Financial Advisors
California
$220M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$89.6M
5
SFA
Sequoia Financial Advisors
Ohio
$52.2M

Top Sellers

1
CW
Curio Wealth
Maryland
$3.24M
2
IFA
Index Fund Advisors
California
$325M
3
EFP
Elser Financial Planning
Indiana
$0
4
MPM
MBB Public Markets
Illinois
$6.81M
5
HIGP
Hill Investment Group Partners
Missouri
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
126
Morgan Stanley
New York
$9.95M +$580K +11,260 +6%
AL
127
Aspiriant LLC
California
$9.79M +$879K +17,080 +10%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$9.74M -$439K -8,521 -4%
BP
129
BWM Planning
Texas
$9.68M -$212K -4,121 -2%
CPW
130
Crestmont Private Wealth
Texas
$9.62M +$9.62M +186,908 New
PS
131
Pinney & Scofield
Massachusetts
$9.56M -$35.6K -691 -0.4%
RSWM
132
Robertson Stephens Wealth Management
California
$9.5M -$66K -1,281 -0.7%
OFP
133
OLIO Financial Planning
Virginia
$9.29M +$785K +15,242 +9%
BMD
134
Better Money Decisions
New Mexico
$9.16M +$83.8K +1,628 +0.9%
GCM
135
G2 Capital Management
Ohio
$9M -$4.64M -90,130 -34%
SWM
136
Spire Wealth Management
Virginia
$8.93M +$221K +4,290 +3%
KAS
137
Kestra Advisory Services
Texas
$8.86M -$2.82M -54,832 -24%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$8.59M +$358K +6,951 +4%
HWA
139
HMV Wealth Advisors
Louisiana
$8.51M +$3.39M +65,820 +66%
GMA
140
Glassy Mountain Advisors
Maryland
$8.45M -$20.4K -397 -0.2%
FFG
141
Fiduciary Financial Group
California
$8.4M +$202K +4,354 +2%
AIS
142
American Investment Services
Massachusetts
$8.37M +$80.2K +1,557 +1%
AAM
143
Austin Asset Management
Texas
$8.35M -$160K -3,099 -2%
BPA
144
Beacon Pointe Advisors
California
$8.33M -$1.77M -34,390 -18%
AWM
145
Avondale Wealth Management
Texas
$8.33M +$955K +18,551 +13%
LFGO
146
Legacy Financial Group (Oklahoma)
Oklahoma
$8.28M -$108K -2,098 -1%
AWM
147
Activest Wealth Management
Florida
$8.27M +$305K +5,929 +4%
SC
148
Scratch Capital
Idaho
$8.22M -$1.65M -31,977 -17%
OC
149
Oppenheimer & Co
New York
$8.2M +$139K +2,693 +2%
VF
150
Vawter Financial
Ohio
$8.11M -$111K -2,153 -1%
4 5
6
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