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Dimensional US Targeted Value ETF

810 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 67 funds opening new positions, 299 increasing their positions, 264 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
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
Creative Planning
1
Creative Planning
Kansas
$844M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$822M
FFM
3
Forum Financial Management
Illinois
$646M
IFA
4
Index Fund Advisors
California
$399M
FPAS
5
Focus Partners Advisor Solutions
Missouri
$357M
PFA
6
Pure Financial Advisors
California
$345M
SC
7
Savant Capital
Illinois
$299M
EWA
8
EP Wealth Advisors
California
$269M
JTWM
9
Jackson Thornton Wealth Management
Alabama
$184M
Corient Private Wealth
10
Corient Private Wealth
Florida
$165M
ADL
11
Asset Dedication LLC
California
$159M
AC
12
Apella Capital
Connecticut
$141M
Raymond James Financial
13
Raymond James Financial
Florida
$128M
HighTower Advisors
14
HighTower Advisors
Illinois
$112M
TCOTS
15
Trust Company of the South
North Carolina
$112M
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$97M
Bank of America
17
Bank of America
North Carolina
$95.6M
CPA
18
Capital Performance Advisors
California
$93.4M
GOCP
19
Great Oak Capital Partners
Massachusetts
$92.7M
TI
20
Truepoint Inc
Ohio
$92.5M
SAM
21
Smartleaf Asset Management
Massachusetts
$91.3M
PL
22
Plancorp LLC
Missouri
$90.1M
SFA
23
Sequoia Financial Advisors
Ohio
$85.8M
AWP
24
Abacus Wealth Partners
California
$84.8M
LPL Financial
25
LPL Financial
California
$75.6M