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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
RI
551
Ridgewood Investments
New Jersey
$468K
PTC
552
Private Trust Company
Ohio
$467K
MEAC
553
M.E. Allison & Co
Texas
$465K
OIS
554
Okabena Investment Services
Minnesota
$464K
VA
555
Valmark Advisers
Ohio
$460K
SCA
556
STALEY CAPITAL ADVISERS
Pennsylvania
$460K
OPF
557
Old Peak Finance
North Carolina
$456K
CT
558
Colonial Trust
South Carolina
$456K
MW
559
Merited Wealth
Florida
$456K
Brown Advisory
560
Brown Advisory
Maryland
$454K
GP
561
Greenline Partners
New York
$454K
BAM
562
Belpointe Asset Management
Nevada
$450K
FCA
563
Fortis Capital Advisors
Kansas
$450K
SA
564
Stolz & Associates
Washington
$449K
WCP
565
Wick Capital Partners
Pennsylvania
$448K
DFC
566
DBK Financial Counsel
Ohio
$447K
LCAM
567
London & Capital Asset Management
United Kingdom
$446K
BFA
568
Benningfield Financial Advisors
California
$434K
PI
569
Parkside Investments
Illinois
$430K
OC
570
Oakworth Capital
Alabama
$425K
SLT
571
St Louis Trust
Missouri
$422K
RP
572
Rowlandmiller & Partners
Georgia
$421K
MPAM
573
Murphy Pohlad Asset Management
Minnesota
$418K
PFS
574
Prospera Financial Services
Texas
$417K
WDL
575
Well Done LLC
Michigan
$414K