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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
WWM
601
Whalen Wealth Management
Nevada
$357K
VCM
602
Vision Capital Management
Oregon
$356K
CFO
603
Collective Family Office
Pennsylvania
$353K
OP
604
Oath Planning
Oklahoma
$353K
HA
605
Hanover Advisors
South Carolina
$349K
DWS
606
Discipline Wealth Solutions
South Carolina
$348K
PA
607
Pinnacle Associates
New York
$346K
YWM
608
Yoder Wealth Management
California
$346K
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$344K
VVP
610
Venture Visionary Partners
Ohio
$343K
TFS
611
Thoroughbred Financial Services
Tennessee
$343K
EFG
612
Everest Financial Group
Minnesota
$341K
ANB
613
Amarillo National Bank
Texas
$341K
CPWM
614
Cypress Point Wealth Management
Texas
$338K
HNB
615
Huntington National Bank
Ohio
$336K
SAW
616
Signal Advisors Wealth
Michigan
$333K
National Bank of Canada
617
National Bank of Canada
Quebec, Canada
$332K
GA
618
Goldstein Advisors
Wisconsin
$332K
WSFS
619
Wilmington Savings Fund Society
Delaware
$331K
PFP
620
Paragon Financial Partners
California
$331K
CFO
621
Cambient Family Office
Michigan
$330K
AI
622
Accredited Investors
Minnesota
$330K
TCM
623
Towneley Capital Management
California
$328K
BCM
624
Bannerstone Capital Management
Minnesota
$328K
NP
625
NorthRock Partners
Minnesota
$327K