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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
WP
426
Wealthspan Partners
Iowa
$1.05M
CTC
427
Central Trust Company
Missouri
$1.04M
WIM
428
Warwick Investment Management
Texas
$1.02M
CF
429
Centaurus Financial
California
$1.01M
RC
430
Roundview Capital
New Jersey
$1.01M
TNBTD
431
Trustmark National Bank Trust Department
Mississippi
$1M
RWM
432
Rialto Wealth Management
New York
$995K
KeyBank National Association
433
KeyBank National Association
Ohio
$988K
P
434
&Partners
Tennessee
$981K
RF
435
rebel Financial
Ohio
$975K
AWM
436
Apollon Wealth Management
South Carolina
$971K
MWM
437
Maripau Wealth Management
Indiana
$959K
EFH
438
Eaton Financial Holdings
Florida
$959K
Wells Fargo
439
Wells Fargo
California
$943K
BFA
440
Beacon Financial Advisory
Ohio
$937K
CIA
441
Capital Investment Advisors
Georgia
$928K
NA
442
Nautilus Advisors
California
$927K
OFO
443
OneAscent Family Office
Alabama
$919K
FWP
444
Falcon Wealth Planning
California
$907K
CWM
445
Concentrum Wealth Management
California
$904K
FWM
446
Forza Wealth Management
Florida
$901K
PMIM
447
Prudent Man Investment Management
Colorado
$901K
DWM
448
Dakota Wealth Management
Florida
$885K
CPIG
449
Chicago Partners Investment Group
Illinois
$882K
CFO
450
CVA Family Office
Colorado
$881K