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
VCM
551
Vision Capital Management
Oregon
$308K
WWM
552
Whalen Wealth Management
Nevada
$305K
PS
553
Principal Securities
Iowa
$304K
CA
554
Clearstead Advisors
Ohio
$302K
AFAS
555
Acorn Financial Advisory Services
Virginia
$302K
VA
556
Valmark Advisers
Ohio
$300K
CFG
557
Citizens Financial Group
Rhode Island
$299K
YWM
558
Yoder Wealth Management
California
$299K
MWA
559
Midland Wealth Advisors
Illinois
$299K
ANB
560
Amarillo National Bank
Texas
$294K
FA
561
Fiduciary Alliance
South Carolina
$287K
HTWM
562
Hartmann Taylor Wealth Management
Texas
$287K
GA
563
Goldstein Advisors
Wisconsin
$287K
TA
564
TFB Advisors
Kansas
$285K
CCM
565
Cloud Capital Management
Washington
$284K
KFP
566
Keener Financial Planning
Texas
$284K
HA
567
Hanover Advisors
South Carolina
$284K
AI
568
Accredited Investors
Minnesota
$283K
PA
569
PFG Advisors
Arizona
$283K
SI
570
Stephens Inc
Arkansas
$282K
AWM
571
Accurate Wealth Management
Florida
$282K
MSF
572
Mustard Seed Financial
Arkansas
$281K
TCM
573
Towneley Capital Management
California
$280K
PC
574
Peavine Capital
Nevada
$280K
DI
575
Disciplined Investors
Texas
$279K