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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
KA
251
Klingman & Associates
New York
$4.02M
CAC
252
Certified Advisory Corp
Florida
$3.98M
BEW
253
Burton Enright Welch
California
$3.89M
VWA
254
Vistica Wealth Advisors
California
$3.78M
VPF
255
Vantage Point Financial
Illinois
$3.77M
AFG
256
Atomi Financial Group
New York
$3.71M
PFPG
257
Pinnacle Financial Partners (Georgia)
Georgia
$3.7M
PA
258
PW Advisors
Florida
$3.67M
BCA
259
Bay Colony Advisors
Massachusetts
$3.64M
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$3.63M
LOPW
261
Live Oak Private Wealth
North Carolina
$3.61M
SEIA
262
Signature Estate & Investment Advisors
California
$3.6M
TF
263
Thayer Financial
North Carolina
$3.6M
EWA
264
EverSource Wealth Advisors
Alabama
$3.58M
MFC
265
Morris Financial Concepts
South Carolina
$3.58M
US Bancorp
266
US Bancorp
Minnesota
$3.56M
SDWIA
267
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.52M
CW
268
Curio Wealth
Maryland
$3.48M
SP
269
Symmetry Partners
Connecticut
$3.45M
JWM
270
Johnson Wealth Management
North Dakota
$3.45M
MGIA
271
Moneta Group Investment Advisors
Missouri
$3.44M
SW
272
Simplicity Wealth
New Jersey
$3.42M
FIM
273
Freedom Investment Management
Connecticut
$3.4M
AAA
274
AG Asset Advisory
California
$3.39M
GWL
275
Generations Wealth LLC
Ohio
$3.36M