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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
KWM
451
Keebeck Wealth Management
Illinois
$877K
FS
452
Financial Symmetry
North Carolina
$872K
SSW
453
Stone Summit Wealth
Florida
$872K
JWA
454
JFS Wealth Advisors
Pennsylvania
$871K
PB
455
Pinnacle Bancorp
Nebraska
$868K
MWA
456
Medallion Wealth Advisors
Connecticut
$867K
GHA
457
Good Harbor Advisors
Massachusetts
$841K
CCM
458
Cloud Capital Management
Washington
$834K
PMFA
459
Plante Moran Financial Advisors
Michigan
$833K
SRWM
460
Shira Ridge Wealth Management
California
$824K
TFA
461
TandemGrowth Financial Advisors
Georgia
$823K
SFM
462
Signet Financial Management
New Jersey
$823K
BFG
463
Berger Financial Group
Minnesota
$822K
VAG
464
VisionPoint Advisory Group
Texas
$819K
AAS
465
Ameritas Advisory Services
Nebraska
$816K
FIA
466
Foundations Investment Advisors
Arizona
$814K
WF
467
WoodTrust Financial
Wisconsin
$803K
DFP
468
Donalies Financial Planning
District of Columbia
$803K
SIM
469
Stratos Investment Management
Ohio
$801K
BWS
470
BCR Wealth Strategies
Alabama
$799K
SIAG
471
Safeguard Investment Advisory Group
California
$784K
MCM
472
Mattern Capital Management
Colorado
$784K
CB
473
Commerce Bank
Missouri
$773K
DWT
474
Dorsey & Whitney Trust
South Dakota
$765K
IFWM
475
Institute for Wealth Management
Colorado
$762K