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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
HSG
51
Helen Stephens Group
Texas
$33.5M
EFP
52
EnRich Financial Partners
Wisconsin
$32.6M
FH
53
Financial Harvest
Florida
$31.7M
MFWP
54
Mosaic Family Wealth Partners
Missouri
$30.5M
BHWM
55
Beaird Harris Wealth Management
Texas
$30.3M
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$30.2M
FCAS
57
First Command Advisory Services
Texas
$29.9M
TWA
58
TCI Wealth Advisors
Arizona
$29.4M
PCI
59
Planning Center Inc
Illinois
$29.2M
AssetMark Inc
60
AssetMark Inc
California
$29.2M
CWS
61
Confluence Wealth Services
Pennsylvania
$28.5M
UBS Group
62
UBS Group
Switzerland
$28.3M
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$28.2M
SFS
64
Summit Financial Strategies
Ohio
$27.9M
NL
65
NorthAvenue LLC
Ohio
$27.5M
AWM
66
AE Wealth Management
Kansas
$27.5M
CSIA
67
Conrad Siegel Investment Advisors
Pennsylvania
$27.5M
BWA
68
Babb Wealth Advisors
Arizona
$27.4M
SIMC
69
Squire Investment Management Company
Utah
$27M
WG
70
Watchman Group
Texas
$26.9M
DEM
71
Disciplined Equity Management
Florida
$25.9M
TFM
72
TFC Financial Management
Massachusetts
$25.5M
MWM
73
Meritas Wealth Management
California
$25.3M
TWP
74
TFO Wealth Partners
Ohio
$24.8M
FG
75
Foster Group
Iowa
$24.6M