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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
CWM
676
Core Wealth Management
Florida
$251K
WA
677
Winter & Associates
Minnesota
$251K
HA
678
Heffernan Advisory
Arizona
$251K
CA
679
CGN Advisors
Kansas
$251K
PP
680
Pacifica Partners
Canada
$250K
DOA
681
D'Orazio & Associates
Virginia
$249K
RF
682
Robinswood Financial
Washington
$248K
TWCA
683
Two West Capital Advisors
Kansas
$247K
NRW
684
Nova R Wealth
Kansas
$247K
BCM
685
Brookstone Capital Management
Illinois
$247K
GPW
686
Gentry Private Wealth
Kansas
$244K
GA
687
GoalVest Advisory
New York
$244K
GWM
688
GDS Wealth Management
Texas
$242K
WAP
689
Wealthcare Advisory Partners
Pennsylvania
$241K
NL
690
NWAM LLC
Washington
$239K
Franklin Resources
691
Franklin Resources
California
$238K
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$237K
MWA
693
Midland Wealth Advisors
Illinois
$233K
PAG
694
Private Advisory Group
Washington
$233K
PPP
695
Prism Planning Partners
Illinois
$233K
FA
696
Fermata Advisors
California
$233K
GBWM
697
Granite Bay Wealth Management
New Hampshire
$232K
WWM
698
Western Wealth Management
Colorado
$232K
FWM
699
FFT Wealth Management
Pennsylvania
$232K
IF
700
Ironwood Financial
Arizona
$228K