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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 %
Osaic Holdings
176
Osaic Holdings
Arizona
$6.07M +$1.25M +24,351 +26%
GLA
177
Good Life Advisors
Pennsylvania
$6.06M -$362K -7,034 -6%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$4.89M -94,946 -45%
SA
179
Seneschal Advisors
Washington
$5.79M +$11.9K +232 +0.2%
WPW
180
Watershed Private Wealth
Illinois
$5.77M +$372K +7,222 +7%
RLIM
181
Red Lighthouse Investment Management
New York
$5.69M +$341K +6,266 +6%
Stifel Financial
182
Stifel Financial
Missouri
$5.59M -$115K -2,242 -2%
MWM
183
Mission Wealth Management
California
$5.58M -$106K -2,066 -2%
SWP
184
Stratos Wealth Partners
Ohio
$5.54M -$156K -3,020 -3%
CSB
185
City State Bank
Iowa
$5.54M +$766K +14,876 +16%
SC
186
Schoolcraft Capital
Colorado
$5.53M +$206 +4 +0%
EA
187
Efficient Advisors
Ohio
$5.5M -$332K -6,452 -6%
FWM
188
FMB Wealth Management
California
$5.49M -$20.9K -406 -0.4%
TPW
189
Tiller Private Wealth
Pennsylvania
$5.33M +$5.33M +103,488 New
MCM
190
MAI Capital Management
Ohio
$5.29M +$29.8K +578 +0.6%
CTWM
191
Cherry Tree Wealth Management
Minnesota
$5.11M -$31.8K -618 -0.6%
LWM
192
Lionshead Wealth Management
New York
$5.03M -$1.62M -31,487 -24%
NA
193
NewEdge Advisors
Louisiana
$5.03M -$7.36K -143 -0.1%
WKWM
194
Walter & Keenan Wealth Management
Indiana
$5M +$125K +2,423 +3%
GC
195
Gibson Capital
Pennsylvania
$5M -$16K -311 -0.3%
AC
196
Annandale Capital
Texas
$4.87M -$28.6K -556 -0.6%
1WM
197
1900 Wealth Management
Texas
$4.81M +$748K +14,534 +18%
PWM
198
Parkshore Wealth Management
California
$4.8M -$90.1K -1,750 -2%
SFP
199
SwitchPoint Financial Planning
Utah
$4.77M +$6.28K +122 +0.1%
MWA
200
Mills Wealth Advisors
Texas
$4.74M +$603K +11,712 +15%
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