Dimensional US Targeted Value ETF
DFAT
822 hedge funds and large institutions have $10.4B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 302 increasing their positions, 267 reducing their positions, and 25 closing their positions.
172% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 25
13% more repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 267
6% more funds holding in top 10
Funds holding in top 10: 121 → 128 (+7)
4% more funds holding
Funds holding: 793 → 822 (+29)
2% more capital invested
Capital invested by funds: $10.2B → $10.4B (+$238M)
1.11% less ownership
Funds ownership: 83.13% → 82.02% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$30.7M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$26.8M |
| 3 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$23.5M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$178M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$59.3M |
| 3 |
HNWA
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
-$21.5M |
| 4 |
MWM
McMill Wealth Management
Norfolk,
Nebraska
|
-$16.6M |
| 5 |
Two Sigma Investments
New York
|
-$14.5M |
DFAT Hedge Fund Activity: Q1 2026 in Review
822 institutional investors reported a position in Dimensional US Targeted Value ETF (DFAT) for Q1 2026, worth a combined $10.4B — up 2.3% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DFAT positions and 25 closed out — a net gain of 43 holders — while 302 added to existing stakes and 267 trimmed.
The largest buyer was Apella Capital, adding an estimated $30.7M. The largest seller was Corient Private Wealth, cutting an estimated $178M.
- 822 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q1 2026, up from 793 in Q4 2025.
- Funds reported $10.4B of Dimensional US Targeted Value ETF stock for Q1 2026, up 2.3% quarter-over-quarter.
- 68 funds opened new Dimensional US Targeted Value ETF positions in Q1 2026 and 25 closed out, a net change of +43 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q1 2026 was Apella Capital, an estimated $30.7M added.
- The largest Dimensional US Targeted Value ETF seller in Q1 2026 was Corient Private Wealth, an estimated $178M sold.
Based on aggregated 13F filings for Q1 2026.