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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
LKBC
401
L.K. Benson & Company
Maryland
$1.27M
SOAG
402
Silver Oak Advisory Group
Oregon
$1.26M
HI
403
Harbour Investments
Wisconsin
$1.25M
BSG
404
Black Swift Group
Colorado
$1.25M
IPW
405
Intergy Private Wealth
Colorado
$1.24M
SAI
406
Savvy Advisors Inc
New York
$1.23M
IWM
407
IHT Wealth Management
Illinois
$1.21M
1WA
408
180 Wealth Advisors
Washington
$1.2M
PIFP
409
Partners in Financial Planning
Virginia
$1.2M
IWS
410
Integrity Wealth Solutions
Colorado
$1.2M
MA
411
McGrath & Associates
North Carolina
$1.18M
WH
412
Willner & Heller
California
$1.18M
PHWA
413
Petersen Hastings Wealth Advisors
Washington
$1.17M
VAG
414
Vannoy Advisory Group
Texas
$1.14M
PCM
415
Peirce Capital Management
Texas
$1.14M
CCFM
416
Clear Creek Financial Management
Washington
$1.13M
Renaissance Technologies
417
Renaissance Technologies
New York
$1.12M
B
418
BetterWealth
California
$1.11M
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$1.1M
AWP
420
Axis Wealth Partners
Rhode Island
$1.09M
GWM
421
Grand Wealth Management
Michigan
$1.09M
AFO
422
Aurelius Family Office
New Hampshire
$1.08M
WPC
423
Wedmont Private Capital
Pennsylvania
$1.08M
SF
424
Summit Financial
New Jersey
$1.07M
MGW
425
MB Generational Wealth
Washington
$1.07M