We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

815 hedge funds and large institutions have $10.4B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 299 increasing their positions, 264 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
MCM
251
MAI Capital Management
Ohio
$4.15M
IIM
252
InTrack Investment Management
Vermont
$4.09M
BAM
253
Belleair Asset Management
Florida
$4.04M
KA
254
Klingman & Associates
New York
$4.02M
CAC
255
Certified Advisory Corp
Florida
$3.98M
BEW
256
Burton Enright Welch
California
$3.89M
VWA
257
Vistica Wealth Advisors
California
$3.78M
VPF
258
Vantage Point Financial
Illinois
$3.77M
AFG
259
Atomi Financial Group
New York
$3.71M
PFPG
260
Pinnacle Financial Partners (Georgia)
Georgia
$3.7M
PA
261
PW Advisors
Florida
$3.67M
BCA
262
Bay Colony Advisors
Massachusetts
$3.64M
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$3.63M
LOPW
264
Live Oak Private Wealth
North Carolina
$3.61M
SEIA
265
Signature Estate & Investment Advisors
California
$3.6M
TF
266
Thayer Financial
North Carolina
$3.6M
EWA
267
EverSource Wealth Advisors
Alabama
$3.58M
MFC
268
Morris Financial Concepts
South Carolina
$3.58M
US Bancorp
269
US Bancorp
Minnesota
$3.56M
SDWIA
270
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.52M
CW
271
Curio Wealth
Maryland
$3.48M
SP
272
Symmetry Partners
Connecticut
$3.45M
JWM
273
Johnson Wealth Management
North Dakota
$3.45M
MGIA
274
Moneta Group Investment Advisors
Missouri
$3.44M
SW
275
Simplicity Wealth
New Jersey
$3.42M