DFAT icon

Dimensional US Targeted Value ETF

807 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, 297 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
OPF
551
Old Peak Finance
North Carolina
$456K
CT
552
Colonial Trust
South Carolina
$456K
MW
553
Merited Wealth
Florida
$456K
Brown Advisory
554
Brown Advisory
Maryland
$454K
GP
555
Greenline Partners
New York
$454K
BAM
556
Belpointe Asset Management
Nevada
$450K
FCA
557
Fortis Capital Advisors
Kansas
$450K
SA
558
Stolz & Associates
Washington
$449K
WCP
559
Wick Capital Partners
Pennsylvania
$448K
LCAM
560
London & Capital Asset Management
United Kingdom
$446K
BFA
561
Benningfield Financial Advisors
California
$434K
PI
562
Parkside Investments
Illinois
$430K
OC
563
Oakworth Capital
Alabama
$425K
SLT
564
St Louis Trust
Missouri
$422K
RP
565
Rowlandmiller & Partners
Georgia
$421K
MPAM
566
Murphy Pohlad Asset Management
Minnesota
$418K
PFS
567
Prospera Financial Services
Texas
$417K
WDL
568
Well Done LLC
Michigan
$414K
MWC
569
MBM Wealth Consultants
Missouri
$409K
GWA
570
Geometric Wealth Advisors
District of Columbia
$407K
MCM
571
Mitchell Capital Management
Kansas
$405K
VPP
572
Vertex Planning Partners
Illinois
$403K
BB
573
Busey Bank
Illinois
$403K
FA
574
Fortis Advisors
Pennsylvania
$399K
FFG
575
First Financial Group
North Carolina
$393K