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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
YWM
601
Yoder Wealth Management
California
$346K
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$344K
VVP
603
Venture Visionary Partners
Ohio
$343K
TFS
604
Thoroughbred Financial Services
Tennessee
$343K
EFG
605
Everest Financial Group
Minnesota
$341K
ANB
606
Amarillo National Bank
Texas
$341K
CPWM
607
Cypress Point Wealth Management
Texas
$338K
HNB
608
Huntington National Bank
Ohio
$336K
SAW
609
Signal Advisors Wealth
Michigan
$333K
National Bank of Canada
610
National Bank of Canada
Quebec, Canada
$332K
GA
611
Goldstein Advisors
Wisconsin
$332K
WSFS
612
Wilmington Savings Fund Society
Delaware
$331K
PFP
613
Paragon Financial Partners
California
$331K
CFO
614
Cambient Family Office
Michigan
$330K
AI
615
Accredited Investors
Minnesota
$330K
TCM
616
Towneley Capital Management
California
$328K
BCM
617
Bannerstone Capital Management
Minnesota
$328K
NP
618
NorthRock Partners
Minnesota
$327K
MSF
619
Mustard Seed Financial
Arkansas
$325K
PC
620
Peavine Capital
Nevada
$324K
FA
621
Fiduciary Alliance
South Carolina
$322K
FWS
622
FinDec Wealth Services
California
$321K
IAN
623
Integrated Advisors Network
Texas
$321K
IAA
624
Independent Advisor Alliance
North Carolina
$319K
VA
625
VestGen Advisors
Illinois
$315K