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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 %
CWA
201
CogentBlue Wealth Advisors
Tennessee
$4.72M -$251K -4,869 -5%
TC
202
TAGStone Capital
North Carolina
$4.5M -$329K -6,392 -7%
CIAS
203
CFS Investment Advisory Services
New Jersey
$4.48M -$210K -4,080 -4%
PWIA
204
Porter White Investment Advisors
Alabama
$4.34M -$52.2K -1,014 -1%
SC
205
Shearwater Capital
Colorado
$4.3M -$47.6K -925 -1%
VF
206
Vestment Financial
Minnesota
$4.22M +$428K +8,254 +11%
PWM
207
Parkworth Wealth Management
California
$4.22M +$8.65K +168 +0.2%
RFA
208
RTD Financial Advisors
Pennsylvania
$4.18M -$190K -3,692 -4%
CA
209
Claris Advisors
Missouri
$4.17M +$2.01K +39 +0%
PAM
210
Pacific Asset Management
Washington
$4.15M -$29.5K -572 -0.7%
FFO
211
Fortitude Family Office
Arizona
$4.13M +$760K +14,767 +23%
VCA
212
Verdence Capital Advisors
Maryland
$4.13M – – –
VWA
213
Valued Wealth Advisors
Utah
$4.04M +$27.1K +527 +0.7%
PWMG
214
Private Wealth Management Group
New Jersey
$4.03M -$157K -3,040 -4%
SHFA
215
SC&H Financial Advisors
Maryland
$4M +$20.5K +398 +0.5%
BCA
216
Bay Colony Advisors
Massachusetts
$3.99M -$199K -3,871 -5%
HIGP
217
Hill Investment Group Partners
Missouri
$3.93M -$25.5M -495,786 -87%
BH
218
Burk Holdings
Oklahoma
$3.89M +$202K +3,923 +5%
BP
219
BBR Partners
New York
$3.85M – – –
EK
220
Evensky & Katz
Florida
$3.8M -$37.6K -730 -1%
DPI
221
Diversified Portfolios Inc
Michigan
$3.77M -$4.94K -96 -0.1%
VPF
222
Vantage Point Financial
Illinois
$3.75M +$300K +5,824 +9%
LFA
223
Level Financial Advisors
New York
$3.71M -$24.6K -477 -0.7%
WA
224
Wealthstream Advisors
New York
$3.71M -$59.6K -1,157 -2%
EA
225
Eclectic Associates
California
$3.64M +$1.93M +37,477 +113%
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