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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
NA
626
NewEdge Advisors
Louisiana
$314K
MAWA
627
Moss Adams Wealth Advisors
Washington
$314K
AIP
628
Ameritas Investment Partners
Nebraska
$314K
AWM
629
Angeles Wealth Management
California
$313K
BIG
630
Brookwood Investment Group
Arizona
$313K
MWM
631
McCartney Wealth Management
Missouri
$311K
William Blair & Company
632
William Blair & Company
Illinois
$308K
CPA
633
Cathy Pareto & Associates
Florida
$306K
SFGM
634
Stonebridge Financial Group (Missouri)
Missouri
$304K
DJSG
635
D.J. St. Germain
Massachusetts
$303K
DI
636
Disciplined Investors
Texas
$302K
CFG
637
Citizens Financial Group
Rhode Island
$302K
SPWM
638
Smith Partners Wealth Management
North Carolina
$300K
BBHC
639
Brown Brothers Harriman & Co
New York
$298K
CCA
640
Clarity Capital Advisors
Florida
$293K
LWM
641
LongView Wealth Management
Georgia
$293K
GFP
642
Gryphon Financial Partners
Ohio
$293K
TVPW
643
Third View Private Wealth
Connecticut
$290K
Fisher Asset Management
644
Fisher Asset Management
Washington
$290K
SWP
645
Significant Wealth Partners
Illinois
$288K
WIA
646
World Investment Advisors
California
$286K
EIG
647
Ellenbecker Investment Group
Wisconsin
$286K
SCM
648
SCS Capital Management
Massachusetts
$278K
NC
649
North Capital
Utah
$277K
DWM
650
Destination Wealth Management
California
$277K