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
TNA
351
True North Advisors
Texas
$1.76M
FSWA
352
Financial Synergies Wealth Advisors
Texas
$1.74M
ACA
353
Aptus Capital Advisors
Alabama
$1.74M
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$1.74M
PAG
355
Poinciana Advisors Group
Florida
$1.73M
CWM
356
CarsonAllaria Wealth Management
Illinois
$1.67M
VCM
357
Versant Capital Management
Arizona
$1.67M
SPIA
358
Steward Partners Investment Advisory
New York
$1.66M
BW
359
BIP Wealth
Georgia
$1.65M
AA
360
Addison Advisors
Vermont
$1.65M
VWM
361
Verus Wealth Management
Wisconsin
$1.63M
2L
362
25 LLC
Missouri
$1.61M
MA
363
Montag & Associates
Georgia
$1.58M
LCWP
364
Legacy Capital Wealth Partners
Arkansas
$1.58M
RB
365
Renasant Bank
Mississippi
$1.58M
MWP
366
Meredith Wealth Planning
Illinois
$1.57M
MWM
367
Melfa Wealth Management
Massachusetts
$1.56M
IA
368
IFP Advisors
Florida
$1.55M
VT
369
Vise Technologies
New York
$1.54M
CRC
370
Curi RMB Capital
Illinois
$1.53M
IA
371
IFG Advisors
Missouri
$1.53M
AW
372
Aspirean Wealth
California
$1.52M
5NPW
373
55 North Private Wealth
Florida
$1.52M
LFA
374
Legacy Financial Advisors
Kentucky
$1.52M
VAM
375
Virtue Asset Management
Illinois
$1.51M