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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
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$1.74M
PAG
352
Poinciana Advisors Group
Florida
$1.73M
CWM
353
CarsonAllaria Wealth Management
Illinois
$1.67M
VCM
354
Versant Capital Management
Arizona
$1.67M
SPIA
355
Steward Partners Investment Advisory
New York
$1.66M
BW
356
BIP Wealth
Georgia
$1.65M
AA
357
Addison Advisors
Vermont
$1.65M
VWM
358
Verus Wealth Management
Wisconsin
$1.63M
2L
359
25 LLC
Missouri
$1.61M
MA
360
Montag & Associates
Georgia
$1.58M
LCWP
361
Legacy Capital Wealth Partners
Arkansas
$1.58M
RB
362
Renasant Bank
Mississippi
$1.58M
MWP
363
Meredith Wealth Planning
Illinois
$1.57M
MWM
364
Melfa Wealth Management
Massachusetts
$1.56M
IA
365
IFP Advisors
Florida
$1.55M
VT
366
Vise Technologies
New York
$1.54M
CRC
367
Curi RMB Capital
Illinois
$1.53M
IA
368
IFG Advisors
Missouri
$1.53M
AW
369
Aspirean Wealth
California
$1.52M
5NPW
370
55 North Private Wealth
Florida
$1.52M
LFA
371
Legacy Financial Advisors
Kentucky
$1.52M
VAM
372
Virtue Asset Management
Illinois
$1.51M
BAM
373
BOS Asset Management
Illinois
$1.5M
TCM
374
Triumph Capital Management
Colorado
$1.5M
WETS
375
Wealth Enhancement Trust Services
South Dakota
$1.49M