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
ARA
501
Approach Retirement Advisors
Alabama
$674K
SFS
502
Strategic Financial Services
New York
$666K
FFN
503
Focus Financial Network
Minnesota
$658K
WMS
504
Wealth Management Strategies
Pennsylvania
$650K
Lido Advisors
505
Lido Advisors
California
$649K
DAS
506
Dynamic Advisor Solutions
Arizona
$647K
CW
507
CreativeOne Wealth
Kansas
$643K
MSWM
508
McGlone Suttner Wealth Management
Wisconsin
$636K
KP
509
Keel Point
Alabama
$635K
MPW
510
MASECO Private Wealth
$633K
HSA
511
HBK Sorce Advisory
Pennsylvania
$633K
MCA
512
Magnolia Capital Advisors
Mississippi
$630K
USCWA
513
U.S. Capital Wealth Advisors
Texas
$624K
NHC
514
Nicholas Hoffman & Company
Georgia
$617K
UCFA
515
United Capital Financial Advisors
Texas
$611K
RIP
516
RAM Investment Partners
Washington
$608K
BI
517
Berkeley Inc
Idaho
$603K
Empower Advisory Group
518
Empower Advisory Group
Colorado
$602K
AWM
519
Arista Wealth Management
Nevada
$602K
RFA
520
Rollins Financial Advisors
New York
$600K
CAMG
521
CWA Asset Management Group
Florida
$591K
MFIM
522
Mesirow Financial Investment Management
Illinois
$589K
MKW
523
Mullaney, Keating & Wright
Connecticut
$584K
AC
524
AlphaCore Capital
California
$583K
SQA
525
Simon Quick Advisors
New Jersey
$579K