Dimensional US Targeted Value ETF
DFAT
731 hedge funds and large institutions have $8.82B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 279 increasing their positions, 244 reducing their positions, and 26 closing their positions.
100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 26
14% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 244
2% more funds holding
Funds holding: 718 → 731 (+13)
4% more capital invested
Capital invested by funds: $8.5B → $8.82B (+$319M)
2% less funds holding in top 10
Funds holding in top 10: 106 → 104 (-2)
3.47% less ownership
Funds ownership: 79.55% → 76.08% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$27.6M |
| 2 |
Two Sigma Investments
New York
|
+$23M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$22.8M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$20.4M |
| 5 |
IFA
Index Fund Advisors
Irvine,
California
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$79M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$78.4M |
| 3 |
RIM
RW Investment Management
Eagle,
Idaho
|
-$48.3M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$27.6M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$16.9M |
DFAT Hedge Fund Activity: Q3 2025 in Review
731 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q3 2025, worth a combined $8.82B — up 3.8% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new DFAT positions and 26 closed out — a net gain of 26 holders — while 279 added to existing stakes and 244 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $27.6M. The largest seller was Corient Private Wealth, cutting an estimated $79M.
- 731 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q3 2025, up from 718 in Q2 2025.
- Funds reported $8.82B of Dimensional US Targeted Value ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
- 52 funds opened new Dimensional US Targeted Value ETF positions in Q3 2025 and 26 closed out, a net change of +26 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $27.6M added.
- The largest Dimensional US Targeted Value ETF seller in Q3 2025 was Corient Private Wealth, an estimated $79M sold.
Based on aggregated 13F filings for Q3 2025.