DFAT icon

Dimensional US Targeted Value ETF

724 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, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
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
BWMG
726
Bannerman Wealth Management Group
Texas
CPSAC
727
Chas P. Smith & Associates (CPS)
Florida
FPCP
728
Fort Point Capital Partners
California
GT
729
Greenleaf Trust
Michigan
TC
730
TownSquare Capital
Utah
CIM
731
Cambria Investment Management
California
EF
732
Empowered Funds
Pennsylvania
TA
733
TFB Advisors
Kansas
GAM
734
GEM Asset Management
Michigan
BAAM
735
Baker Avenue Asset Management
California
QCM
736
QRG Capital Management
Illinois
OCM
737
One Capital Management
California
SFC
738
Strategic Financial Concepts
Texas
BCM
739
Basso Capital Management
Connecticut
RFA
740
Reyes Financial Architecture
California
SC
741
SouthState Corp
Florida
WTFG
742
Wood Tarver Financial Group
Idaho
AAS
743
Ameritas Advisory Services
Nebraska
BA
744
Bellwether Advisors
Nebraska
SS
745
Sunbelt Securities
Texas
BIG
746
Brooklyn Investment Group
New York
T
747
Transce3nd
Texas
EWA
748
EQ Wealth Advisors
Texas
Qube Research & Technologies (QRT)
749
Qube Research & Technologies (QRT)
United Kingdom
MPWT
750
MassMutual Private Wealth & Trust
Connecticut