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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
BTI
476
Blue Trust Inc
Georgia
$758K
Janney Montgomery Scott
477
Janney Montgomery Scott
Pennsylvania
$757K
MOS
478
MGO One Seven
Ohio
$755K
PWM
479
Perigon Wealth Management
California
$753K
EW
480
Evoke Wealth
California
$752K
ACA
481
American Capital Advisory
Idaho
$751K
WT
482
Washington Trust
Rhode Island
$749K
CAM
483
CPA Asset Management
Florida
$746K
IFG
484
Independent Financial Group
California
$742K
FWCM
485
Ferguson Wellman Capital Management
Oregon
$736K
NCM
486
NCM Capital Management
New Jersey
$733K
WP
487
Westmount Partners
California
$728K
CPSAC
488
Chas P. Smith & Associates (CPS)
Florida
$726K
CWA
489
Cascade Wealth Advisors
Washington
$722K
PA
490
PFG Advisors
Arizona
$721K
TP
491
Trailhead Planners
Minnesota
$717K
CCWA
492
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K
CIA
493
Concurrent Investment Advisors
Florida
$696K
IC
494
IEQ Capital
California
$692K
G
495
GenTrust
Florida
$692K
BC
496
BDFS Capital
Delaware
$689K
CSP
497
Cary Street Partners
Virginia
$688K
ARA
498
Approach Retirement Advisors
Alabama
$674K
SFS
499
Strategic Financial Services
New York
$666K
FFN
500
Focus Financial Network
Minnesota
$658K