DFAT icon

Dimensional US Targeted Value ETF

709 hedge funds and large institutions have $8.5B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
MEAC
501
M.E. Allison & Co
Texas
$401K
GWA
502
Geometric Wealth Advisors
District of Columbia
$397K
PTC
503
Private Trust Company
Ohio
$396K
HIA
504
HTG Investment Advisors
Connecticut
$395K
MWM
505
Modern Wealth Management
Kansas
$394K
SCA
506
STALEY CAPITAL ADVISERS
Pennsylvania
$392K
DWM
507
Destination Wealth Management
California
$392K
BAM
508
Belpointe Asset Management
Nevada
$389K
FCA
509
Fortis Capital Advisors
Kansas
$389K
WCP
510
Wick Capital Partners
Pennsylvania
$387K
DFC
511
DBK Financial Counsel
Ohio
$386K
TC
512
TownSquare Capital
Utah
$384K
ASN
513
Advisory Services Network
Georgia
$384K
RPCA
514
Running Point Capital Advisors
California
$383K
SWM
515
Silverlake Wealth Management
Vermont
$379K
SHF
516
Stage Harbor Financial
Massachusetts
$375K
IAN
517
Integrated Advisors Network
Texas
$369K
IA
518
IFP Advisors
Florida
$369K
OC
519
Oakworth Capital
Alabama
$367K
SLT
520
St Louis Trust
Missouri
$365K
RP
521
Rowlandmiller & Partners
Georgia
$364K
WAN
522
Wealth Advisors Northwest
Oregon
$362K
MPAM
523
Murphy Pohlad Asset Management
Minnesota
$361K
WFA
524
WMG Financial Advisors
Tennessee
$361K
NG
525
NWK Group
California
$360K