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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
DWT
476
Dorsey & Whitney Trust
South Dakota
$765K
IFWM
477
Institute for Wealth Management
Colorado
$762K
BTI
478
Blue Trust Inc
Georgia
$758K
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
$757K
MOS
480
MGO One Seven
Ohio
$755K
PWM
481
Perigon Wealth Management
California
$753K
EW
482
Evoke Wealth
California
$752K
ACA
483
American Capital Advisory
Idaho
$751K
WT
484
Washington Trust
Rhode Island
$749K
VFP
485
Vilga Financial Planning
New Jersey
$748K
CAM
486
CPA Asset Management
Florida
$746K
IFG
487
Independent Financial Group
California
$742K
FWCM
488
Ferguson Wellman Capital Management
Oregon
$736K
NCM
489
NCM Capital Management
New Jersey
$733K
WP
490
Westmount Partners
California
$728K
CPSAC
491
Chas P. Smith & Associates (CPS)
Florida
$726K
CWA
492
Cascade Wealth Advisors
Washington
$722K
PA
493
PFG Advisors
Arizona
$721K
TP
494
Trailhead Planners
Minnesota
$717K
CCWA
495
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K
CIA
496
Concurrent Investment Advisors
Florida
$696K
IC
497
IEQ Capital
California
$692K
G
498
GenTrust
Florida
$692K
BC
499
BDFS Capital
Delaware
$689K
CSP
500
Cary Street Partners
Virginia
$688K