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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
CWS
701
Cypress Wealth Services
California
$228K
AP
702
Americana Partners
Texas
$227K
EFG
703
Everhart Financial Group
Ohio
$227K
CT
704
Caldwell Trust
Florida
$225K
FFA
705
Frazier Financial Advisors
Ohio
$225K
BIG
706
Brooklyn Investment Group
New York
$225K
SH
707
SLT Holdings
Arizona
$223K
IIA
708
Integrity Investment Advisors
Colorado
$220K
AG
709
Ascent Group
Virginia
$220K
APP
710
Avantax Planning Partners
Iowa
$217K
JWCA
711
J.W. Cole Advisors
Florida
$214K
HG
712
Harbor Group
New Hampshire
$214K
AF
713
Align Financial
Minnesota
$209K
SIC
714
SJS Investment Consulting
Ohio
$208K
BRIA
715
Balanced Rock Investment Advisors
Massachusetts
$208K
CCM
716
Canal Capital Management
Virginia
$207K
WC
717
Weil Company
California
$207K
EWM
718
Elmwood Wealth Management
California
$206K
LFAS
719
Level Four Advisory Services
Texas
$206K
NPFS
720
Novak & Powell Financial Services
Florida
$205K
FB
721
First Bancorp
Maine
$205K
4WM
722
49 Wealth Management
Texas
$205K
ODIJL
723
One Day In July LLC
Vermont
$205K
MW
724
Marble Wealth
Alabama
$204K
WFA
725
WestHill Financial Advisors
California
$204K