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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
CPIG
451
Chicago Partners Investment Group
Illinois
$882K
CFO
452
CVA Family Office
Colorado
$881K
KWM
453
Keebeck Wealth Management
Illinois
$877K
FS
454
Financial Symmetry
North Carolina
$872K
SSW
455
Stone Summit Wealth
Florida
$872K
JWA
456
JFS Wealth Advisors
Pennsylvania
$871K
PB
457
Pinnacle Bancorp
Nebraska
$868K
MWA
458
Medallion Wealth Advisors
Connecticut
$867K
GHA
459
Good Harbor Advisors
Massachusetts
$841K
CCM
460
Cloud Capital Management
Washington
$834K
PMFA
461
Plante Moran Financial Advisors
Michigan
$833K
SRWM
462
Shira Ridge Wealth Management
California
$824K
TFA
463
TandemGrowth Financial Advisors
Georgia
$823K
SFM
464
Signet Financial Management
New Jersey
$823K
BFG
465
Berger Financial Group
Minnesota
$822K
VAG
466
VisionPoint Advisory Group
Texas
$819K
AAS
467
Ameritas Advisory Services
Nebraska
$816K
FIA
468
Foundations Investment Advisors
Arizona
$814K
WF
469
WoodTrust Financial
Wisconsin
$803K
DFP
470
Donalies Financial Planning
District of Columbia
$803K
SIM
471
Stratos Investment Management
Ohio
$801K
BWS
472
BCR Wealth Strategies
Alabama
$799K
SIAG
473
Safeguard Investment Advisory Group
California
$784K
MCM
474
Mattern Capital Management
Colorado
$784K
CB
475
Commerce Bank
Missouri
$773K