Dimensional US Targeted Value ETF
DFAT
DFAT
780 hedge funds and large institutions have $10.1B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 267 increasing their positions, 245 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
6.99% more ownership
Funds ownership: 75.95% → 82.94% (+7%)
9% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 245
Holders
780
Holding in Top 10
118
Calls
–
Puts
–
Top Buyers
| 1 | +$266M | |
| 2 | +$81.9M | |
| 3 | +$53.7M | |
| 4 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$41.5M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$26.5M |
Top Sellers
| 1 | -$11.6M | |
| 2 | -$10.3M | |
| 3 | -$9.29M | |
| 4 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$8.37M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.87M |