Dimensional US Targeted Value ETF
DFAT
793 hedge funds and large institutions have $9.81B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 270 increasing their positions, 247 reducing their positions, and 25 closing their positions.
296% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 25
16% more funds holding in top 10
Funds holding in top 10: 104 → 121 (+17)
11% more capital invested
Capital invested by funds: $8.82B → $9.81B (+$985M)
8% more funds holding
Funds holding: 731 → 793 (+62)
5.6% more ownership
Funds ownership: 76.08% → 81.68% (+5.6%)
9% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 247
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$107M |
| 2 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$81.9M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$53.7M |
| 4 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$41.5M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$26.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$11.6M |
| 2 |
BTWM
Baker Tilly Wealth Management
Madison,
Wisconsin
|
-$10.3M |
| 3 |
Two Sigma Investments
New York
|
-$9.29M |
| 4 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$8.37M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.87M |
DFAT Hedge Fund Activity: Q4 2025 in Review
793 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q4 2025, worth a combined $9.81B — up 11% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new DFAT positions and 25 closed out — a net gain of 74 holders — while 270 added to existing stakes and 247 trimmed.
The largest buyer was Corient Private Wealth, adding an estimated $107M. The largest seller was Creative Planning, cutting an estimated $11.6M.
- 793 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q4 2025, up from 731 in Q3 2025.
- Funds reported $9.81B of Dimensional US Targeted Value ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 99 funds opened new Dimensional US Targeted Value ETF positions in Q4 2025 and 25 closed out, a net change of +74 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $107M added.
- The largest Dimensional US Targeted Value ETF seller in Q4 2025 was Creative Planning, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2025.