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
MWC
576
MBM Wealth Consultants
Missouri
$409K
GWA
577
Geometric Wealth Advisors
District of Columbia
$407K
MCM
578
Mitchell Capital Management
Kansas
$405K
VPP
579
Vertex Planning Partners
Illinois
$403K
BB
580
Busey Bank
Illinois
$403K
FA
581
Fortis Advisors
Pennsylvania
$399K
FFG
582
First Financial Group
North Carolina
$393K
First Manhattan
583
First Manhattan
New York
$392K
SHF
584
Stage Harbor Financial
Massachusetts
$391K
KFP
585
Keener Financial Planning
Texas
$388K
BWM
586
BCO Wealth Management
New Mexico
$386K
HIA
587
HTG Investment Advisors
Connecticut
$382K
CG
588
Corundum Group
Colorado
$380K
DWM
589
Diversify Wealth Management
Utah
$377K
AFAS
590
Acorn Financial Advisory Services
Virginia
$375K
SSC
591
Syverson Strege & Co
Iowa
$370K
VFP
592
Verus Financial Partners
Virginia
$369K
WAN
593
Wealth Advisors Northwest
Oregon
$369K
WFA
594
WMG Financial Advisors
Tennessee
$368K
HTWM
595
Hartmann Taylor Wealth Management
Texas
$363K
AIS
596
Accredited Investor Services
Minnesota
$363K
Bank of New York Mellon
597
Bank of New York Mellon
New York
$362K
TP
598
Tranquility Partners
Tennessee
$358K
ASN
599
Advisory Services Network
Georgia
$358K
TCA
600
Transcend Capital Advisors
New Jersey
$357K