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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
EF
526
Exeter Financial
Arizona
$545K
HPA
527
High Probability Advisors
New York
$542K
LIA
528
LBMC Investment Advisors
Tennessee
$538K
AWM
529
Accurate Wealth Management
Florida
$523K
NG
530
NWK Group
California
$520K
KCM
531
Kathmere Capital Management
Pennsylvania
$520K
LNWTC
532
Laird Norton Wetherby Trust Company
Washington
$519K
MGWA
533
Monument Group Wealth Advisors
Massachusetts
$519K
WWG
534
West Wealth Group
California
$510K
TWP
535
Triad Wealth Partners
Kansas
$509K
SHGA
536
Sand Hill Global Advisors
California
$508K
MWM
537
Modern Wealth Management
Kansas
$499K
CFG
538
Clayton Financial Group
Missouri
$496K
WANY
539
Wealthspire Advisors (New York)
New York
$494K
JDLA
540
J. Derek Lewis & Associates
California
$490K
SCP
541
Stevens Capital Partners
Nebraska
$490K
MMA
542
Miracle Mile Advisors
California
$478K
IA
543
Integrity Alliance
Iowa
$477K
IF
544
Intrua Financial
Texas
$472K
RI
545
Ridgewood Investments
New Jersey
$468K
PTC
546
Private Trust Company
Ohio
$467K
MEAC
547
M.E. Allison & Co
Texas
$465K
OIS
548
Okabena Investment Services
Minnesota
$464K
VA
549
Valmark Advisers
Ohio
$460K
SCA
550
STALEY CAPITAL ADVISERS
Pennsylvania
$460K