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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
BAM
376
BOS Asset Management
Illinois
$1.5M
TCM
377
Triumph Capital Management
Colorado
$1.5M
WETS
378
Wealth Enhancement Trust Services
South Dakota
$1.49M
TIAM2
379
Tru Independence Asset Management 2
Oregon
$1.48M
NWP
380
NerdWallet Wealth Partners
New York
$1.47M
WFA
381
Websterrogers Financial Advisors
South Carolina
$1.46M
FWMP
382
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.44M
CAG
383
Compass Advisory Group
New York
$1.44M
W
384
WealthCollab
Washington
$1.43M
PCIA
385
Prime Capital Investment Advisors
Kansas
$1.41M
LWM
386
LJI Wealth Management
Indiana
$1.39M
SOS
387
Silver Oak Securities
Tennessee
$1.39M
BWP
388
Balboa Wealth Partners
Arizona
$1.39M
TCIIS
389
TIAA-CREF Individual & Institutional Services
New York
$1.38M
KWA
390
Kondo Wealth Advisors
California
$1.38M
KF
391
Krilogy Financial
Missouri
$1.37M
MA
392
MSA Advisors
California
$1.35M
Bessemer Group
393
Bessemer Group
New Jersey
$1.35M
APFP
394
Action Point Financial Planning
Michigan
$1.34M
TFA
395
Tobias Financial Advisors
Florida
$1.33M
AWE
396
Avidian Wealth Enterprises
Texas
$1.33M
SEI Investments
397
SEI Investments
Pennsylvania
$1.31M
CGPCS
398
Capital Group Private Client Services
California
$1.28M
VWM
399
Vermillion Wealth Management
Minnesota
$1.28M
MWPCG
400
Measured Wealth Private Client Group
New Hampshire
$1.27M