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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
IIA
701
Integrity Investment Advisors
Colorado
$220K
AG
702
Ascent Group
Virginia
$220K
APP
703
Avantax Planning Partners
Iowa
$217K
JWCA
704
J.W. Cole Advisors
Florida
$214K
HG
705
Harbor Group
New Hampshire
$214K
AF
706
Align Financial
Minnesota
$209K
SIC
707
SJS Investment Consulting
Ohio
$208K
BRIA
708
Balanced Rock Investment Advisors
Massachusetts
$208K
CCM
709
Canal Capital Management
Virginia
$207K
WC
710
Weil Company
California
$207K
EWM
711
Elmwood Wealth Management
California
$206K
LFAS
712
Level Four Advisory Services
Texas
$206K
NPFS
713
Novak & Powell Financial Services
Florida
$205K
FB
714
First Bancorp
Maine
$205K
4WM
715
49 Wealth Management
Texas
$205K
ODIJL
716
One Day In July LLC
Vermont
$205K
MW
717
Marble Wealth
Alabama
$204K
WFA
718
WestHill Financial Advisors
California
$204K
SRC
719
Sage Rhino Capital
California
$204K
IIM
720
Invariant Investment Management
Pennsylvania
$201K
AIM
721
Advyzon Investment Management
Illinois
$200K
FCU
722
Financial Concepts Unlimited
Maine
$200K
RTL
723
Red Tortoise LLC
Georgia
$198K
RIL
724
Rothschild Investment LLC
Illinois
$195K
CCWM
725
Cassaday & Co Wealth Management
Virginia
$193K