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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
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
BDWCC
226
B&D White Capital Company
Texas
$4.9M
BJB
227
Broadhurst Jeffrey B
$4.88M
WWWM
228
White Wing Wealth Management
Texas
$4.85M
ACP
229
Aviance Capital Partners
Florida
$4.82M
FFO
230
Fortitude Family Office
Arizona
$4.75M
RFA
231
RTD Financial Advisors
Pennsylvania
$4.74M
VCA
232
Verdence Capital Advisors
Maryland
$4.72M
BFC
233
Bedel Financial Consulting
Indiana
$4.69M
BP
234
BBR Partners
New York
$4.67M
SHFA
235
SC&H Financial Advisors
Maryland
$4.66M
WKWM
236
Walter & Keenan Wealth Management
Indiana
$4.64M
IP
237
Integras Partners
Georgia
$4.63M
PWS
238
Physician Wealth Solutions
Nevada
$4.59M
TCWM
239
Total Clarity Wealth Management
Illinois
$4.51M
PWMG
240
Private Wealth Management Group
New Jersey
$4.48M
FF
241
Frankly Finances
Florida
$4.47M
AFC
242
Ares Financial Consulting
California
$4.43M
PAM
243
Pacific Asset Management
Washington
$4.43M
EWA
244
Elevate Wealth Advisory
Georgia
$4.4M
EK
245
Evensky & Katz
Florida
$4.39M
DPI
246
Diversified Portfolios Inc
Michigan
$4.35M
HWM
247
HB Wealth Management
Georgia
$4.34M
HIGP
248
Hill Investment Group Partners
Missouri
$4.32M
LFA
249
Level Financial Advisors
New York
$4.31M
RWA
250
Rooted Wealth Advisors
Illinois
$4.17M