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
KCPG
426
Kavar Capital Partners Group
Kansas
$1.05M
BCI
427
Brinker Capital Investments
Pennsylvania
$1.05M
WP
428
Wealthspan Partners
Iowa
$1.05M
CTC
429
Central Trust Company
Missouri
$1.04M
WIM
430
Warwick Investment Management
Texas
$1.02M
CF
431
Centaurus Financial
California
$1.01M
RC
432
Roundview Capital
New Jersey
$1.01M
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1M
RWM
434
Rialto Wealth Management
New York
$995K
KeyBank National Association
435
KeyBank National Association
Ohio
$988K
P
436
&Partners
Tennessee
$981K
RF
437
rebel Financial
Ohio
$975K
AWM
438
Apollon Wealth Management
South Carolina
$971K
MWM
439
Maripau Wealth Management
Indiana
$959K
EFH
440
Eaton Financial Holdings
Florida
$959K
Wells Fargo
441
Wells Fargo
California
$943K
BFA
442
Beacon Financial Advisory
Ohio
$937K
CIA
443
Capital Investment Advisors
Georgia
$928K
NA
444
Nautilus Advisors
California
$927K
OFO
445
OneAscent Family Office
Alabama
$919K
FWP
446
Falcon Wealth Planning
California
$907K
CWM
447
Concentrum Wealth Management
California
$904K
FWM
448
Forza Wealth Management
Florida
$901K
PMIM
449
Prudent Man Investment Management
Colorado
$901K
DWM
450
Dakota Wealth Management
Florida
$885K