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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
RCAG
326
Rehmann Capital Advisory Group
Michigan
$2.22M
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$2.2M
IPWA
328
International Private Wealth Advisors
California
$2.17M
MW
329
Marrick Wealth
California
$2.15M
NWM
330
Navigate Wealth Management
Alabama
$2.13M
AHL
331
Abel Hall LLC
Louisiana
$2.13M
LIWM
332
Long Island Wealth Management
New York
$2.1M
SA
333
Sanctuary Advisors
Indiana
$2.09M
RFP
334
Root Financial Partners
California
$2.08M
CFP
335
Cascade Financial Partners
California
$2.04M
CAM
336
Clark Asset Management
New Hampshire
$2.03M
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$2.03M
HIG
338
Heritage Investment Group
Florida
$2.02M
SC
339
Schubert & Co
Texas
$2M
QHA
340
Quarry Hill Advisors
Minnesota
$2M
SB
341
Strategic Blueprint
Georgia
$1.99M
LG
342
LAM Group
Oregon
$1.97M
HWM
343
HBE Wealth Management
Nebraska
$1.97M
CG
344
Caprock Group
Idaho
$1.96M
ATI
345
ARK & TLK Investments
Oklahoma
$1.95M
PWP
346
Ponta Wealth Partners
Florida
$1.93M
NDWM
347
New Dimensions Wealth Management
Texas
$1.9M
LWM
348
Lodestone Wealth Management
Washington
$1.89M
OW
349
Olistico Wealth
Oklahoma
$1.86M
Ameriprise
350
Ameriprise
Minnesota
$1.78M