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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
FIM
276
Freedom Investment Management
Connecticut
$3.4M
AAA
277
AG Asset Advisory
California
$3.39M
GWL
278
Generations Wealth LLC
Ohio
$3.36M
FWM
279
Forteris Wealth Management
New York
$3.33M
CIAS
280
CFS Investment Advisory Services
New Jersey
$3.3M
KCWM
281
Kane Co Wealth Management
Iowa
$3.29M
AWM
282
Activest Wealth Management
Florida
$3.24M
OIA
283
OneDigital Investment Advisors
Kansas
$3.23M
SF
284
Strategent Financial
Virginia
$3.22M
WA
285
Waverly Advisors
Alabama
$3.17M
MFG
286
Merit Financial Group
Georgia
$3.14M
CAM
287
Cresset Asset Management
Illinois
$3.13M
SPA
288
Sound Portfolio Advisors
Connecticut
$3.08M
Natixis Advisors
289
Natixis Advisors
Massachusetts
$3.07M
RA
290
RFG Advisory
Alabama
$3.02M
BI
291
BluePrint Investing
California
$3.02M
IWC
292
Integrated Wealth Concepts
Massachusetts
$2.99M
AWP
293
Astra Wealth Partners
New Jersey
$2.96M
RPA
294
Redwood Park Advisors
California
$2.95M
E
295
Entelevest
Florida
$2.92M
AC
296
Applied Capital
Arkansas
$2.91M
AWMM
297
Aegis Wealth Management (Maryland)
Maryland
$2.88M
BI
298
Beckerman Institutional
New Jersey
$2.88M
WRPWM
299
Werba Rubin Papier Wealth Management
California
$2.88M
XPN
300
XY Planning Network
Montana
$2.78M