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Dimensional US Targeted Value ETF

807 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, 297 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
Cerity Partners
26
Cerity Partners
New York
$70.3M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$67.7M
EAM
28
Evanson Asset Management
California
$67.5M
SM
29
Sensible Money
Arizona
$66.7M
AF
30
Allworth Financial
California
$65.4M
TH
31
Team Hewins
California
$57.5M
EWM
32
Empirical Wealth Management
Washington
$57.1M
PWP
33
Parkwoods Wealth Partners
New York
$57M
Mariner
34
Mariner
Kansas
$53.4M
GWWM
35
Great Waters Wealth Management
Minnesota
$53.3M
BAM
36
Bayshore Asset Management
Florida
$52.2M
JIC
37
Joel Isaacson & Co
New York
$50.8M
RIM
38
RW Investment Management
Idaho
$47.6M
PFM
39
Phillips Financial Management
Indiana
$47.3M
TAWM
40
Three Arch Wealth Management
California
$46.1M
MWM
41
Modera Wealth Management
New Jersey
$45.8M
MWA
42
Monograph Wealth Advisors
California
$45.7M
SWA
43
Sax Wealth Advisors
New Jersey
$45.1M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$43M
KAM
45
KEB Asset Management
Illinois
$42.9M
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$40.6M
TWM
47
Tumwater Wealth Management
Idaho
$39.3M
Jones Financial Companies
48
Jones Financial Companies
Missouri
$39M
JP Morgan Chase
49
JP Morgan Chase
New York
$38.3M
RYA
50
Richard Young Associates
Georgia
$34.9M