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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
PFG
26
Premier Financial Group
California
$74.8M
Cerity Partners
27
Cerity Partners
New York
$70.3M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$67.7M
EAM
29
Evanson Asset Management
California
$67.5M
SM
30
Sensible Money
Arizona
$66.7M
AF
31
Allworth Financial
California
$65.4M
TH
32
Team Hewins
California
$57.5M
EWM
33
Empirical Wealth Management
Washington
$57.1M
PWP
34
Parkwoods Wealth Partners
New York
$57M
Mariner
35
Mariner
Kansas
$53.4M
GWWM
36
Great Waters Wealth Management
Minnesota
$53.3M
BAM
37
Bayshore Asset Management
Florida
$52.2M
JIC
38
Joel Isaacson & Co
New York
$50.8M
RIM
39
RW Investment Management
Idaho
$47.6M
PFM
40
Phillips Financial Management
Indiana
$47.3M
TAWM
41
Three Arch Wealth Management
California
$46.1M
MWM
42
Modera Wealth Management
New Jersey
$45.8M
MWA
43
Monograph Wealth Advisors
California
$45.7M
SWA
44
Sax Wealth Advisors
New Jersey
$45.1M
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$43M
KAM
46
KEB Asset Management
Illinois
$42.9M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$40.6M
TWM
48
Tumwater Wealth Management
Idaho
$39.3M
Jones Financial Companies
49
Jones Financial Companies
Missouri
$39M
JP Morgan Chase
50
JP Morgan Chase
New York
$38.3M