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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
WS
526
Wedbush Securities
California
$574K
SAM
527
Secure Asset Management
Michigan
$568K
CCWM
528
Correct Capital Wealth Management
Missouri
$564K
FOA
529
Five Oceans Advisors
California
$561K
GWM
530
Geneos Wealth Management
Colorado
$549K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$546K
EF
532
Exeter Financial
Arizona
$545K
HPA
533
High Probability Advisors
New York
$542K
LIA
534
LBMC Investment Advisors
Tennessee
$538K
AWM
535
Accurate Wealth Management
Florida
$523K
NG
536
NWK Group
California
$520K
KCM
537
Kathmere Capital Management
Pennsylvania
$520K
LNWTC
538
Laird Norton Wetherby Trust Company
Washington
$519K
MGWA
539
Monument Group Wealth Advisors
Massachusetts
$519K
WWG
540
West Wealth Group
California
$510K
TWP
541
Triad Wealth Partners
Kansas
$509K
SHGA
542
Sand Hill Global Advisors
California
$508K
MWM
543
Modern Wealth Management
Kansas
$499K
CFG
544
Clayton Financial Group
Missouri
$496K
WANY
545
Wealthspire Advisors (New York)
New York
$494K
JDLA
546
J. Derek Lewis & Associates
California
$490K
SCP
547
Stevens Capital Partners
Nebraska
$490K
MMA
548
Miracle Mile Advisors
California
$478K
IA
549
Integrity Alliance
Iowa
$477K
IF
550
Intrua Financial
Texas
$472K