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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
MW
326
Marrick Wealth
California
$2.15M
NWM
327
Navigate Wealth Management
Alabama
$2.13M
AHL
328
Abel Hall LLC
Louisiana
$2.13M
LIWM
329
Long Island Wealth Management
New York
$2.1M
SA
330
Sanctuary Advisors
Indiana
$2.09M
RFP
331
Root Financial Partners
California
$2.08M
CFP
332
Cascade Financial Partners
California
$2.04M
CAM
333
Clark Asset Management
New Hampshire
$2.03M
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$2.03M
HIG
335
Heritage Investment Group
Florida
$2.02M
SC
336
Schubert & Co
Texas
$2M
QHA
337
Quarry Hill Advisors
Minnesota
$2M
SB
338
Strategic Blueprint
Georgia
$1.99M
LG
339
LAM Group
Oregon
$1.97M
HWM
340
HBE Wealth Management
Nebraska
$1.97M
CG
341
Caprock Group
Idaho
$1.96M
ATI
342
ARK & TLK Investments
Oklahoma
$1.95M
PWP
343
Ponta Wealth Partners
Florida
$1.93M
NDWM
344
New Dimensions Wealth Management
Texas
$1.9M
LWM
345
Lodestone Wealth Management
Washington
$1.89M
OW
346
Olistico Wealth
Oklahoma
$1.86M
Ameriprise
347
Ameriprise
Minnesota
$1.78M
TNA
348
True North Advisors
Texas
$1.76M
FSWA
349
Financial Synergies Wealth Advisors
Texas
$1.74M
ACA
350
Aptus Capital Advisors
Alabama
$1.74M