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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
MSF
626
Mustard Seed Financial
Arkansas
$325K
PC
627
Peavine Capital
Nevada
$324K
FA
628
Fiduciary Alliance
South Carolina
$322K
FWS
629
FinDec Wealth Services
California
$321K
IAN
630
Integrated Advisors Network
Texas
$321K
IAA
631
Independent Advisor Alliance
North Carolina
$319K
VA
632
VestGen Advisors
Illinois
$315K
MAWA
633
Moss Adams Wealth Advisors
Washington
$314K
AIP
634
Ameritas Investment Partners
Nebraska
$314K
AWM
635
Angeles Wealth Management
California
$313K
BIG
636
Brookwood Investment Group
Arizona
$313K
MWM
637
McCartney Wealth Management
Missouri
$311K
William Blair & Company
638
William Blair & Company
Illinois
$308K
CPA
639
Cathy Pareto & Associates
Florida
$306K
SFGM
640
Stonebridge Financial Group (Missouri)
Missouri
$304K
DJSG
641
D.J. St. Germain
Massachusetts
$303K
DI
642
Disciplined Investors
Texas
$302K
CFG
643
Citizens Financial Group
Rhode Island
$302K
SPWM
644
Smith Partners Wealth Management
North Carolina
$300K
BBHC
645
Brown Brothers Harriman & Co
New York
$298K
CCA
646
Clarity Capital Advisors
Florida
$293K
LWM
647
LongView Wealth Management
Georgia
$293K
GFP
648
Gryphon Financial Partners
Ohio
$293K
TVPW
649
Third View Private Wealth
Connecticut
$290K
Fisher Asset Management
650
Fisher Asset Management
Washington
$290K