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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
HI
401
Harbour Investments
Wisconsin
$1.25M
BSG
402
Black Swift Group
Colorado
$1.25M
IPW
403
Intergy Private Wealth
Colorado
$1.24M
SAI
404
Savvy Advisors Inc
New York
$1.23M
IWM
405
IHT Wealth Management
Illinois
$1.21M
1WA
406
180 Wealth Advisors
Washington
$1.2M
PIFP
407
Partners in Financial Planning
Virginia
$1.2M
IWS
408
Integrity Wealth Solutions
Colorado
$1.2M
MA
409
McGrath & Associates
North Carolina
$1.18M
WH
410
Willner & Heller
California
$1.18M
PHWA
411
Petersen Hastings Wealth Advisors
Washington
$1.17M
VAG
412
Vannoy Advisory Group
Texas
$1.14M
PCM
413
Peirce Capital Management
Texas
$1.14M
CCFM
414
Clear Creek Financial Management
Washington
$1.13M
Renaissance Technologies
415
Renaissance Technologies
New York
$1.12M
B
416
BetterWealth
California
$1.11M
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$1.1M
AWP
418
Axis Wealth Partners
Rhode Island
$1.09M
GWM
419
Grand Wealth Management
Michigan
$1.09M
AFO
420
Aurelius Family Office
New Hampshire
$1.08M
WPC
421
Wedmont Private Capital
Pennsylvania
$1.08M
SF
422
Summit Financial
New Jersey
$1.07M
MGW
423
MB Generational Wealth
Washington
$1.07M
KCPG
424
Kavar Capital Partners Group
Kansas
$1.05M
BCI
425
Brinker Capital Investments
Pennsylvania
$1.05M