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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
TWCA
676
Two West Capital Advisors
Kansas
$247K
NRW
677
Nova R Wealth
Kansas
$247K
BCM
678
Brookstone Capital Management
Illinois
$247K
GA
679
GoalVest Advisory
New York
$244K
GPW
680
Gentry Private Wealth
Kansas
$244K
GWM
681
GDS Wealth Management
Texas
$242K
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$241K
NL
683
NWAM LLC
Washington
$239K
Franklin Resources
684
Franklin Resources
California
$238K
HIIFS
685
Harel Insurance Investments & Financial Services
Israel
$237K
MWA
686
Midland Wealth Advisors
Illinois
$233K
PAG
687
Private Advisory Group
Washington
$233K
PPP
688
Prism Planning Partners
Illinois
$233K
FA
689
Fermata Advisors
California
$233K
GBWM
690
Granite Bay Wealth Management
New Hampshire
$232K
WWM
691
Western Wealth Management
Colorado
$232K
FWM
692
FFT Wealth Management
Pennsylvania
$232K
IF
693
Ironwood Financial
Arizona
$228K
CWS
694
Cypress Wealth Services
California
$228K
AP
695
Americana Partners
Texas
$227K
EFG
696
Everhart Financial Group
Ohio
$227K
CT
697
Caldwell Trust
Florida
$225K
FFA
698
Frazier Financial Advisors
Ohio
$225K
BIG
699
Brooklyn Investment Group
New York
$225K
SH
700
SLT Holdings
Arizona
$223K