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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
SWP
651
Significant Wealth Partners
Illinois
$288K
WIA
652
World Investment Advisors
California
$286K
EIG
653
Ellenbecker Investment Group
Wisconsin
$286K
SCM
654
SCS Capital Management
Massachusetts
$278K
NC
655
North Capital
Utah
$277K
DWM
656
Destination Wealth Management
California
$277K
WWM
657
Woodside Wealth Management
Massachusetts
$270K
AWP
658
Accretive Wealth Partners
New Jersey
$270K
KCP
659
Kera Capital Partners
California
$268K
GM
660
GeoWealth Management
Illinois
$268K
VA
661
Vident Advisory
Georgia
$268K
KA
662
Kovack Advisors
Florida
$267K
KFI
663
Key Financial Inc
Pennsylvania
$262K
OIM
664
Oder Investment Management
California
$262K
CGA
665
Crescent Grove Advisors
Illinois
$259K
WTA
666
Washington Trust Advisors
Massachusetts
$258K
FA
667
FF Advisors
California
$258K
FFM
668
Flagstone Financial Management
Nebraska
$257K
CA
669
Cortland Associates
Missouri
$256K
SWM
670
SilverOak Wealth Management
Minnesota
$256K
UB
671
UMB Bank
Missouri
$255K
DWM
672
Drive Wealth Management
Utah
$255K
MAG
673
Mokosak Advisory Group
Iowa
$253K
SWP
674
Sagespring Wealth Partners
Tennessee
$252K
PS
675
Principal Securities
Iowa
$252K