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
WIM
801
Westside Investment Management
California
$18.8K
PAI
802
Pittenger & Anderson Inc
Nebraska
$15.8K
EWM
803
Evermay Wealth Management
Virginia
$10.9K
TC
804
Truvestments Capital
Florida
$10.2K
1IA
805
1620 Investment Advisors
Massachusetts
$8.43K
TLFA
806
True Link Financial Advisors
California
$3.75K
WAS
807
Winch Advisory Services
Wisconsin
$2.75K
TC
808
Trust Company
Kansas
$2.75K
PWA
809
Physician Wealth Advisors
Utah
$2.25K
AIC
810
Archer Investment Corporation
Indiana
$2.19K
NEWAS
811
N.E.W. Advisory Services
Wisconsin
$1.94K
SIS
812
Sound Income Strategies
Florida
$820
Q1WB
813
Quest 10 Wealth Builders
Virginia
$625
S
814
SignatureFD
Georgia
$63
PWAM
815
Private Wealth Asset Management
Iowa
$62
MWM
816
McMill Wealth Management
Nebraska
Two Sigma Investments
817
Two Sigma Investments
New York
AWM
818
Axxcess Wealth Management
California
WWM
819
Westwood Wealth Management
California
TIAA Trust, National Association
820
TIAA Trust, National Association
North Carolina
STA
821
Summit Trail Advisors
New York
FF
822
Francis Financial
KRW
823
Kaufman Rossin Wealth
Florida
EWP
824
E-Wealth Partners
Minnesota
Marshall Wace
825
Marshall Wace
United Kingdom