DFAT icon

Dimensional US Targeted Value ETF

724 hedge funds and large institutions have $8.87B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATI
301
ARK & TLK Investments
Oklahoma
$1.88M
SC
302
Schubert & Co
Texas
$1.87M
PAG
303
Private Advisor Group
New Jersey
$1.85M
Natixis Advisors
304
Natixis Advisors
Massachusetts
$1.81M
NDWM
305
New Dimensions Wealth Management
Texas
$1.8M
LG
306
LAM Group
Oregon
$1.79M
CWM
307
Concentrum Wealth Management
California
$1.77M
RFP
308
Root Financial Partners
California
$1.76M
CG
309
Caprock Group
Idaho
$1.75M
AWM
310
Avior Wealth Management
Nebraska
$1.73M
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$1.71M
BWP
312
Balboa Wealth Partners
Arizona
$1.68M
PPH
313
Pure Portfolios Holdings
Oregon
$1.65M
TNA
314
True North Advisors
Texas
$1.64M
VCM
315
Versant Capital Management
Arizona
$1.64M
SB
316
Strategic Blueprint
Georgia
$1.62M
PAG
317
Poinciana Advisors Group
Florida
$1.62M
CWM
318
CarsonAllaria Wealth Management
Illinois
$1.59M
VWM
319
Verus Wealth Management
Wisconsin
$1.57M
AA
320
Addison Advisors
Vermont
$1.55M
SPIA
321
Steward Partners Investment Advisory
New York
$1.53M
CRC
322
Curi RMB Capital
Illinois
$1.52M
TFA
323
Tobias Financial Advisors
Florida
$1.51M
2L
324
25 LLC
Missouri
$1.51M
FWMP
325
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M