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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
FWM
276
Forteris Wealth Management
New York
$3.33M
CIAS
277
CFS Investment Advisory Services
New Jersey
$3.3M
KCWM
278
Kane Co Wealth Management
Iowa
$3.29M
AWM
279
Activest Wealth Management
Florida
$3.24M
OIA
280
OneDigital Investment Advisors
Kansas
$3.23M
SF
281
Strategent Financial
Virginia
$3.22M
WA
282
Waverly Advisors
Alabama
$3.17M
MFG
283
Merit Financial Group
Georgia
$3.14M
CAM
284
Cresset Asset Management
Illinois
$3.13M
SPA
285
Sound Portfolio Advisors
Connecticut
$3.08M
Natixis Advisors
286
Natixis Advisors
Massachusetts
$3.07M
RA
287
RFG Advisory
Alabama
$3.02M
BI
288
BluePrint Investing
California
$3.02M
IWC
289
Integrated Wealth Concepts
Massachusetts
$2.99M
AWP
290
Astra Wealth Partners
New Jersey
$2.96M
RPA
291
Redwood Park Advisors
California
$2.95M
E
292
Entelevest
Florida
$2.92M
AC
293
Applied Capital
Arkansas
$2.91M
AWMM
294
Aegis Wealth Management (Maryland)
Maryland
$2.88M
BI
295
Beckerman Institutional
New Jersey
$2.88M
WRPWM
296
Werba Rubin Papier Wealth Management
California
$2.88M
XPN
297
XY Planning Network
Montana
$2.78M
PAG
298
Private Advisor Group
New Jersey
$2.7M
SPM
299
Summit Portfolio Management
Nevada
$2.68M
TWP
300
Tyche Wealth Partners
Texas
$2.68M