DFAT icon

Dimensional US Targeted Value ETF

808 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 298 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
WMS
501
Wealth Management Strategies
Pennsylvania
$650K
Lido Advisors
502
Lido Advisors
California
$649K
DAS
503
Dynamic Advisor Solutions
Arizona
$647K
CW
504
CreativeOne Wealth
Kansas
$643K
MSWM
505
McGlone Suttner Wealth Management
Wisconsin
$636K
MPW
506
MASECO Private Wealth
$633K
HSA
507
HBK Sorce Advisory
Pennsylvania
$633K
MCA
508
Magnolia Capital Advisors
Mississippi
$630K
USCWA
509
U.S. Capital Wealth Advisors
Texas
$624K
NHC
510
Nicholas Hoffman & Company
Georgia
$617K
UCFA
511
United Capital Financial Advisors
Texas
$611K
RIP
512
RAM Investment Partners
Washington
$608K
BI
513
Berkeley Inc
Idaho
$603K
Empower Advisory Group
514
Empower Advisory Group
Colorado
$602K
AWM
515
Arista Wealth Management
Nevada
$602K
RFA
516
Rollins Financial Advisors
New York
$600K
CAMG
517
CWA Asset Management Group
Florida
$591K
MFIM
518
Mesirow Financial Investment Management
Illinois
$589K
AC
519
AlphaCore Capital
California
$583K
SQA
520
Simon Quick Advisors
New Jersey
$579K
WS
521
Wedbush Securities
California
$574K
SAM
522
Secure Asset Management
Michigan
$568K
CCWM
523
Correct Capital Wealth Management
Missouri
$564K
FOA
524
Five Oceans Advisors
California
$561K
GWM
525
Geneos Wealth Management
Colorado
$549K