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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 %
PFA
151
Pillar Financial Advisors
Kentucky
$7.94M -$6.08K -118 -0.1%
TFO
152
Timonier Family Office
North Carolina
$7.74M -$257K -4,999 -3%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$7.7M +$1M +19,491 +15%
LFS
154
Lutz Financial Services
Nebraska
$7.27M -$146K -2,839 -2%
VW
155
Vance Wealth
California
$7.26M +$6.72M +130,597 +1,247%
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$7.23M -$107K -2,072 -1%
LWM
157
Liberty Wealth Management
California
$7.21M +$40.8K +793 +0.6%
PAS
158
Park Avenue Securities
New York
$7.21M +$955K +18,548 +15%
GCA
159
Gradient Capital Advisors
California
$7.17M +$189K +3,678 +3%
DI
160
Disciplined Investments
Oklahoma
$7.14M +$867K +16,839 +14%
O3W
161
Omni 360 Wealth
New Jersey
$7.1M +$250K +4,860 +4%
RFC
162
Regions Financial Corp
Alabama
$7.06M -$17.9K -348 -0.3%
FC
163
Financial Consulate
Maryland
$6.99M +$6.99M +135,835 New
MPM
164
MBB Public Markets
Illinois
$6.81M -$33M -641,733 -83%
LFP
165
Lakeshore Financial Planning
Michigan
$6.65M -$7.66M -148,705 -54%
PCM
166
Passive Capital Management
Maryland
$6.62M -$301K -5,841 -4%
RK
167
Rather & Kittrell
Tennessee
$6.53M -$5.36K -104 -0.1%
DADC
168
D.A. Davidson & Co
Montana
$6.53M +$226K +4,398 +4%
AWM
169
Ariadne Wealth Management
California
$6.45M +$51 +1 +0%
AQR Capital Management
170
AQR Capital Management
Connecticut
$6.43M +$2.61M +50,723 +68%
FFA
171
Farther Finance Advisors
California
$6.35M +$2.42M +46,791 +61%
KPP
172
Kings Path Partners
Texas
$6.17M +$900K +17,473 +17%
MIAS
173
Mason Investment Advisory Services
Virginia
$6.13M +$13.4K +261 +0.2%
PWMG
174
Pioneer Wealth Management Group
Texas
$6.12M +$6.12M +118,860 New
NWM
175
Northwest Wealth Management
Iowa
$6.09M +$104K +2,026 +2%
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