DFAT icon

Dimensional US Targeted Value ETF

706 hedge funds and large institutions have $7.96B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 285 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
111
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
Creative Planning
1
Creative Planning
Kansas
$718M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$669M
FFM
3
Forum Financial Management
Illinois
$457M
IFA
4
Index Fund Advisors
California
$325M
SC
5
Savant Capital
Illinois
$260M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$253M
PFA
7
Pure Financial Advisors
California
$220M
EWA
8
EP Wealth Advisors
California
$155M
Corient Private Wealth
9
Corient Private Wealth
Florida
$147M
JTWM
10
Jackson Thornton Wealth Management
Alabama
$136M
ADL
11
Asset Dedication LLC
California
$119M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$111M
WCWM
13
Willow Creek Wealth Management
California
$105M
HighTower Advisors
14
HighTower Advisors
Illinois
$102M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$98.2M
TCOTS
16
Trust Company of the South
North Carolina
$91.4M
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$89.6M
RIM
18
RW Investment Management
Idaho
$85.4M
PL
19
Plancorp LLC
Missouri
$82.3M
AC
20
Apella Capital
Connecticut
$79.6M
TI
21
Truepoint Inc
Ohio
$75.2M
Raymond James Financial
22
Raymond James Financial
Florida
$72.7M
AWP
23
Abacus Wealth Partners
California
$68M
GOCP
24
Great Oak Capital Partners
Massachusetts
$67M
LPL Financial
25
LPL Financial
California
$58.4M