DFAT icon

Dimensional US Targeted Value ETF

722 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, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
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
RFA
476
Rollins Financial Advisors
New York
$531K
CCWM
477
Correct Capital Wealth Management
Missouri
$526K
DAS
478
Diversify Advisory Services
Utah
$520K
WP
479
Westmount Partners
California
$519K
GWM
480
Geneos Wealth Management
Colorado
$512K
CW
481
CreativeOne Wealth
Kansas
$510K
HWM
482
Hemington Wealth Management
Virginia
$506K
HPA
483
High Probability Advisors
New York
$505K
EF
484
Exeter Financial
Arizona
$504K
SHGA
485
Sand Hill Global Advisors
California
$504K
LIA
486
LBMC Investment Advisors
Tennessee
$499K
GA
487
Greenspring Advisors
Maryland
$498K
MGWA
488
Monument Group Wealth Advisors
Massachusetts
$493K
IF
489
Intrua Financial
Texas
$492K
Brown Advisory
490
Brown Advisory
Maryland
$491K
KCM
491
Kathmere Capital Management
Pennsylvania
$490K
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$484K
CPWM
493
Cypress Point Wealth Management
Texas
$484K
MA
494
Montag & Associates
Georgia
$472K
CFO
495
CVA Family Office
Colorado
$465K
MWM
496
Modern Wealth Management
Kansas
$464K
FIA
497
Foundations Investment Advisors
Arizona
$463K
CFG
498
Clayton Financial Group
Missouri
$462K
WPC
499
Wedmont Private Capital
Pennsylvania
$450K
M&T Bank
500
M&T Bank
New York
$450K