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Dimensional US Targeted Value ETF

808 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, 298 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
WETS
376
Wealth Enhancement Trust Services
South Dakota
$1.49M
TIAM2
377
Tru Independence Asset Management 2
Oregon
$1.48M
NWP
378
NerdWallet Wealth Partners
New York
$1.47M
WFA
379
Websterrogers Financial Advisors
South Carolina
$1.46M
FWMP
380
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.44M
CAG
381
Compass Advisory Group
New York
$1.44M
W
382
WealthCollab
Washington
$1.43M
PCIA
383
Prime Capital Investment Advisors
Kansas
$1.41M
LWM
384
LJI Wealth Management
Indiana
$1.39M
SOS
385
Silver Oak Securities
Tennessee
$1.39M
BWP
386
Balboa Wealth Partners
Arizona
$1.39M
TCIIS
387
TIAA-CREF Individual & Institutional Services
New York
$1.38M
KWA
388
Kondo Wealth Advisors
California
$1.38M
KF
389
Krilogy Financial
Missouri
$1.37M
MA
390
MSA Advisors
California
$1.35M
Bessemer Group
391
Bessemer Group
New Jersey
$1.35M
APFP
392
Action Point Financial Planning
Michigan
$1.34M
TFA
393
Tobias Financial Advisors
Florida
$1.33M
AWE
394
Avidian Wealth Enterprises
Texas
$1.33M
SEI Investments
395
SEI Investments
Pennsylvania
$1.31M
CGPCS
396
Capital Group Private Client Services
California
$1.28M
VWM
397
Vermillion Wealth Management
Minnesota
$1.28M
MWPCG
398
Measured Wealth Private Client Group
New Hampshire
$1.27M
LKBC
399
L.K. Benson & Company
Maryland
$1.27M
SOAG
400
Silver Oak Advisory Group
Oregon
$1.26M