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
PAG
301
Private Advisor Group
New Jersey
$2.7M
SPM
302
Summit Portfolio Management
Nevada
$2.68M
TWP
303
Tyche Wealth Partners
Texas
$2.68M
DWA
304
Delap Wealth Advisory
Oregon
$2.66M
TCM
305
TruNorth Capital Management
Michigan
$2.62M
SPC
306
Sigma Planning Corp
Michigan
$2.61M
TWD
307
True Wealth Design
Ohio
$2.6M
SCA
308
Strathmore Capital Advisors
North Carolina
$2.59M
FC
309
Financial Consulate
Maryland
$2.58M
WA
310
Walsh & Associates
Florida
$2.57M
EWP
311
Elevation Wealth Partners
California
$2.55M
AFA
312
Avant Financial Advisors
Texas
$2.54M
Fidelity Investments
313
Fidelity Investments
Massachusetts
$2.52M
BA
314
Bridgewater Advisors
New York
$2.48M
Northern Trust
315
Northern Trust
Illinois
$2.46M
AWM
316
Avior Wealth Management
Nebraska
$2.44M
3FI
317
3 Factor Indexing
California
$2.37M
MA
318
Mutual Advisors
Nebraska
$2.36M
MCC
319
Money Concepts Capital
Florida
$2.36M
MT
320
Midwest Trust
Kansas
$2.33M
IAG
321
Investmark Advisory Group
Connecticut
$2.31M
HCM
322
Hutchinson Capital Management
California
$2.28M
RWM
323
Rockwood Wealth Management
Pennsylvania
$2.26M
GJIA
324
Glass Jacobson Investment Advisors
Maryland
$2.24M
GSF
325
Grove Street Fiduciary
New Hampshire
$2.24M