DFAT icon

Dimensional US Targeted Value ETF

772 hedge funds and large institutions have $9.95B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.26% more ownership

Funds ownership: 76.01%81.27% (+5.3%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
GRP
376
Global Retirement Partners
California
$1.36M
SOS
377
Silver Oak Securities
Tennessee
$1.35M
PCIA
378
Prime Capital Investment Advisors
Kansas
$1.35M
KF
379
Krilogy Financial
Missouri
$1.34M
SAG
380
SageView Advisory Group
California
$1.34M
KWA
381
Kondo Wealth Advisors
California
$1.31M
Bessemer Group
382
Bessemer Group
New Jersey
$1.29M
LFA
383
Legacy Financial Advisors
Kentucky
$1.27M
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$1.26M
MWPCG
385
Measured Wealth Private Client Group
New Hampshire
$1.22M
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$1.21M
CAG
387
Compass Advisory Group
New York
$1.21M
LKBC
388
L.K. Benson & Company
Maryland
$1.2M
SOAG
389
Silver Oak Advisory Group
Oregon
$1.2M
TCM
390
Triumph Capital Management
Colorado
$1.19M
BSG
391
Black Swift Group
Colorado
$1.19M
TIAA Trust, National Association
392
TIAA Trust, National Association
North Carolina
$1.19M
IPW
393
Intergy Private Wealth
Colorado
$1.18M
IWS
394
Integrity Wealth Solutions
Colorado
$1.14M
PIFP
395
Partners in Financial Planning
Virginia
$1.14M
MA
396
McGrath & Associates
North Carolina
$1.13M
PHWA
397
Petersen Hastings Wealth Advisors
Washington
$1.12M
PCM
398
Peirce Capital Management
Texas
$1.11M
AFO
399
Aurelius Family Office
New Hampshire
$1.11M
CTC
400
Central Trust Company
Missouri
$1.11M