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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
ACM
3
Aspen Capital Management
Idaho
$15.5M
4
PFA
4
Pure Financial Advisors
California
$220M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$89.6M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$718M 13,945,494 -126,349 -0.9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$669M 12,985,015 +796,900 +7%
FFM
3
Forum Financial Management
Illinois
$457M 8,877,036 -67,926 -0.8%
IFA
4
Index Fund Advisors
California
$325M 6,312,286 -884,000 -12%
SC
5
Savant Capital
Illinois
$260M 5,049,031 -83,391 -2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$253M 4,915,377 +95,097 +2%
PFA
7
Pure Financial Advisors
California
$220M 4,269,836 +252,973 +6%
EWA
8
EP Wealth Advisors
California
$155M 3,016,203 +784,895 +35%
Corient Private Wealth
9
Corient Private Wealth
Florida
$147M 2,850,436 +88,274 +3%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$136M 2,878,712 -75,465 -3%
ADL
11
Asset Dedication LLC
California
$119M 2,305,024 +20,455 +0.9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$111M 2,165,412 -106,430 -5%
WCWM
13
Willow Creek Wealth Management
California
$105M 2,029,767 +76,930 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$102M 1,989,104 -53,691 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$98.2M 1,906,733 -36,198 -2%
TCOTS
16
Trust Company of the South
North Carolina
$91.4M 1,775,076 -32,768 -2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$89.6M 1,740,360 +234,014 +16%
RIM
18
RW Investment Management
Idaho
$85.4M 1,657,644 -68,722 -4%
PL
19
Plancorp LLC
Missouri
$82.3M 1,598,110 -11,278 -0.7%
AC
20
Apella Capital
Connecticut
$79.6M 1,637,566 -39,778 -2%
TI
21
Truepoint Inc
Ohio
$75.2M 1,461,439 -8,878 -0.6%
Raymond James Financial
22
Raymond James Financial
Florida
$72.7M 1,411,584 +167,815 +13%
AWP
23
Abacus Wealth Partners
California
$68M 1,320,249 -1,846 -0.1%
GOCP
24
Great Oak Capital Partners
Massachusetts
$67M 1,213,060 – –
LPL Financial
25
LPL Financial
California
$58.4M 1,133,892 +149,665 +15%
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