Dimensional US Targeted Value ETF
DFAT
DFAT
788 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 246 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 funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
7.05% more ownership
Funds ownership: 75.97% → 83.02% (+7.1%)
9% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 246
Holders
788
Holding in Top 10
120
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 |
