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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

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 264

5% more funds holding in top 10

Funds holding in top 10: 120126 (+6)

3% more funds holding

Funds holding: 790815 (+25)

2% more capital invested

Capital invested by funds: $10.2B → $10.4B (+$225M)

1.21% less ownership

Funds ownership: 83.11%81.9% (-1.2%)

Holders
815
Holders Change
+25
Holders Change %
+3.16%
% of All Funds
10.04%
Holding in Top 10
126
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5%
% of All Funds
1.55%
New
68
Increased
299
Reduced
264
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$844M -$11.8M -186,197 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$822M -$8.89M -140,019 -1%
FFM
3
Forum Financial Management
Illinois
$646M +$9.03M +142,102 +1%
IFA
4
Index Fund Advisors
California
$399M -$3.74M -58,833 -0.9%
FPAS
5
Focus Partners Advisor Solutions
Missouri
$357M +$26.8M +421,317 +8%
PFA
6
Pure Financial Advisors
California
$345M +$11.9M +186,835 +4%
SC
7
Savant Capital
Illinois
$299M -$2.99M -47,131 -1%
EWA
8
EP Wealth Advisors
California
$269M +$7.47M +117,544 +3%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$184M +$400K +6,295 +0.2%
Corient Private Wealth
10
Corient Private Wealth
Florida
$165M -$178M -2,797,235 -51%
ADL
11
Asset Dedication LLC
California
$159M -$3.8M -59,908 -2%
AC
12
Apella Capital
Connecticut
$141M +$30.7M +483,687 +29%
Raymond James Financial
13
Raymond James Financial
Florida
$128M +$17.1M +269,872 +15%
HighTower Advisors
14
HighTower Advisors
Illinois
$112M -$3.06M -48,119 -3%
TCOTS
15
Trust Company of the South
North Carolina
$112M -$1.92M -30,248 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$97M +$8.17M +128,599 +9%
Bank of America
17
Bank of America
North Carolina
$95.6M +$14.3M +225,621 +17%
CPA
18
Capital Performance Advisors
California
$93.4M +$2.39M +37,651 +3%
GOCP
19
Great Oak Capital Partners
Massachusetts
$92.7M +$2.2M +34,647 +2%
TI
20
Truepoint Inc
Ohio
$92.5M -$1.49M -23,499 -2%
SAM
21
Smartleaf Asset Management
Massachusetts
$91.3M +$4.59M +72,313 +5%
PL
22
Plancorp LLC
Missouri
$90.1M -$2.87M -45,267 -3%
SFA
23
Sequoia Financial Advisors
Ohio
$85.8M +$2.12M +33,366 +2%
AWP
24
Abacus Wealth Partners
California
$84.8M -$620K -9,762 -0.7%
LPL Financial
25
LPL Financial
California
$75.6M -$3.22M -50,649 -4%