DFAT icon

Dimensional US Targeted Value ETF

710 hedge funds and large institutions have $8.51B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
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
Qube Research & Technologies (QRT)
701
Qube Research & Technologies (QRT)
United Kingdom
$12.4K
PA
702
Pineridge Advisors
Missouri
$10.5K
IWP
703
IAG Wealth Partners
Wisconsin
$10.2K
EWM
704
Evermay Wealth Management
Virginia
$9.17K
CSC
705
Caldwell Sutter Capital
California
$6.04K
WAS
706
Winch Advisory Services
Wisconsin
$2.35K
PWA
707
Physician Wealth Advisors
Utah
$1.94K
AIC
708
Archer Investment Corporation
Indiana
$1.89K
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$1.78K
NEWAS
710
N.E.W. Advisory Services
Wisconsin
$1.67K
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$810
CW
712
Cook Wealth
North Carolina
GCM
713
G2 Capital Management
Ohio
MPM
714
MBB Public Markets
Illinois
GLA
715
Good Life Advisors
Pennsylvania
Two Sigma Investments
716
Two Sigma Investments
New York
FCI
717
Financial Counselors Inc
Kansas
MWM
718
Mattern Wealth Management
Kansas
Jane Street
719
Jane Street
New York
LW
720
Lauer Wealth
Indiana
Goldman Sachs
721
Goldman Sachs
New York
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
FA
723
Fiducient Advisors
Illinois
Fisher Asset Management
724
Fisher Asset Management
Washington
MHFA
725
Mission Hills Financial Advisory
California