DFAT icon

Dimensional US Targeted Value ETF

715 hedge funds and large institutions have $8.8B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 267 increasing their positions, 241 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
ASN
501
Advisory Services Network
Georgia
$430K
CA
502
Cortland Associates
Missouri
$430K
GWA
503
Geometric Wealth Advisors
District of Columbia
$428K
SCA
504
STALEY CAPITAL ADVISERS
Pennsylvania
$425K
BFA
505
Benningfield Financial Advisors
California
$422K
NG
506
NWK Group
California
$421K
GP
507
Greenline Partners
New York
$421K
BAM
508
Belpointe Asset Management
Nevada
$420K
FCA
509
Fortis Capital Advisors
Kansas
$420K
WCP
510
Wick Capital Partners
Pennsylvania
$418K
DFC
511
DBK Financial Counsel
Ohio
$416K
Comerica Bank
512
Comerica Bank
Texas
$412K
PI
513
Parkside Investments
Illinois
$401K
OC
514
Oakworth Capital
Alabama
$396K
SLT
515
St Louis Trust
Missouri
$394K
AWM
516
Accurate Wealth Management
Florida
$393K
RP
517
Rowlandmiller & Partners
Georgia
$393K
MPAM
518
Murphy Pohlad Asset Management
Minnesota
$390K
IAN
519
Integrated Advisors Network
Texas
$388K
WDL
520
Well Done LLC
Michigan
$386K
WFA
521
WMG Financial Advisors
Tennessee
$379K
WS
522
Wedbush Securities
California
$379K
OIS
523
Okabena Investment Services
Minnesota
$377K
MCM
524
Mitchell Capital Management
Kansas
$377K
Bank of New York Mellon
525
Bank of New York Mellon
New York
$373K