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Dimensional US Targeted Value ETF

807 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
ACP
226
Aviance Capital Partners
Florida
$4.82M
FFO
227
Fortitude Family Office
Arizona
$4.75M
RFA
228
RTD Financial Advisors
Pennsylvania
$4.74M
VCA
229
Verdence Capital Advisors
Maryland
$4.72M
BFC
230
Bedel Financial Consulting
Indiana
$4.69M
BP
231
BBR Partners
New York
$4.67M
SHFA
232
SC&H Financial Advisors
Maryland
$4.66M
WKWM
233
Walter & Keenan Wealth Management
Indiana
$4.64M
IP
234
Integras Partners
Georgia
$4.63M
PWS
235
Physician Wealth Solutions
Nevada
$4.59M
TCWM
236
Total Clarity Wealth Management
Illinois
$4.51M
PWMG
237
Private Wealth Management Group
New Jersey
$4.48M
FF
238
Frankly Finances
Florida
$4.47M
AFC
239
Ares Financial Consulting
California
$4.43M
PAM
240
Pacific Asset Management
Washington
$4.43M
EWA
241
Elevate Wealth Advisory
Georgia
$4.4M
EK
242
Evensky & Katz
Florida
$4.39M
DPI
243
Diversified Portfolios Inc
Michigan
$4.35M
HWM
244
HB Wealth Management
Georgia
$4.34M
HIGP
245
Hill Investment Group Partners
Missouri
$4.32M
LFA
246
Level Financial Advisors
New York
$4.31M
RWA
247
Rooted Wealth Advisors
Illinois
$4.17M
MCM
248
MAI Capital Management
Ohio
$4.15M
IIM
249
InTrack Investment Management
Vermont
$4.09M
BAM
250
Belleair Asset Management
Florida
$4.04M