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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
WWM
651
Woodside Wealth Management
Massachusetts
$270K
AWP
652
Accretive Wealth Partners
New Jersey
$270K
KCP
653
Kera Capital Partners
California
$268K
GM
654
GeoWealth Management
Illinois
$268K
VA
655
Vident Advisory
Georgia
$268K
KA
656
Kovack Advisors
Florida
$267K
KFI
657
Key Financial Inc
Pennsylvania
$262K
OIM
658
Oder Investment Management
California
$262K
CGA
659
Crescent Grove Advisors
Illinois
$259K
WTA
660
Washington Trust Advisors
Massachusetts
$258K
FA
661
FF Advisors
California
$258K
FFM
662
Flagstone Financial Management
Nebraska
$257K
CA
663
Cortland Associates
Missouri
$256K
SWM
664
SilverOak Wealth Management
Minnesota
$256K
UB
665
UMB Bank
Missouri
$255K
DWM
666
Drive Wealth Management
Utah
$255K
MAG
667
Mokosak Advisory Group
Iowa
$253K
SWP
668
Sagespring Wealth Partners
Tennessee
$252K
PS
669
Principal Securities
Iowa
$252K
CWM
670
Core Wealth Management
Florida
$251K
WA
671
Winter & Associates
Minnesota
$251K
HA
672
Heffernan Advisory
Arizona
$251K
CA
673
CGN Advisors
Kansas
$251K
PP
674
Pacifica Partners
Canada
$250K
DOA
675
D'Orazio & Associates
Virginia
$249K