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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
DWA
301
Delap Wealth Advisory
Oregon
$2.66M
TCM
302
TruNorth Capital Management
Michigan
$2.62M
SPC
303
Sigma Planning Corp
Michigan
$2.61M
TWD
304
True Wealth Design
Ohio
$2.6M
SCA
305
Strathmore Capital Advisors
North Carolina
$2.59M
FC
306
Financial Consulate
Maryland
$2.58M
WA
307
Walsh & Associates
Florida
$2.57M
EWP
308
Elevation Wealth Partners
California
$2.55M
AFA
309
Avant Financial Advisors
Texas
$2.54M
Fidelity Investments
310
Fidelity Investments
Massachusetts
$2.52M
BA
311
Bridgewater Advisors
New York
$2.48M
Northern Trust
312
Northern Trust
Illinois
$2.46M
AWM
313
Avior Wealth Management
Nebraska
$2.44M
3FI
314
3 Factor Indexing
California
$2.37M
MA
315
Mutual Advisors
Nebraska
$2.36M
MCC
316
Money Concepts Capital
Florida
$2.36M
MT
317
Midwest Trust
Kansas
$2.33M
IAG
318
Investmark Advisory Group
Connecticut
$2.31M
HCM
319
Hutchinson Capital Management
California
$2.28M
RWM
320
Rockwood Wealth Management
Pennsylvania
$2.26M
GJIA
321
Glass Jacobson Investment Advisors
Maryland
$2.24M
GSF
322
Grove Street Fiduciary
New Hampshire
$2.24M
RCAG
323
Rehmann Capital Advisory Group
Michigan
$2.22M
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$2.2M
IPWA
325
International Private Wealth Advisors
California
$2.17M