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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
RYA
51
Richard Young Associates
Georgia
$34.9M
HSG
52
Helen Stephens Group
Texas
$33.5M
EFP
53
EnRich Financial Partners
Wisconsin
$32.6M
FH
54
Financial Harvest
Florida
$31.7M
MFWP
55
Mosaic Family Wealth Partners
Missouri
$30.5M
BHWM
56
Beaird Harris Wealth Management
Texas
$30.3M
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$30.2M
FCAS
58
First Command Advisory Services
Texas
$29.9M
TWA
59
TCI Wealth Advisors
Arizona
$29.4M
PCI
60
Planning Center Inc
Illinois
$29.2M
AssetMark Inc
61
AssetMark Inc
California
$29.2M
CWS
62
Confluence Wealth Services
Pennsylvania
$28.5M
UBS Group
63
UBS Group
Switzerland
$28.3M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$28.2M
SFS
65
Summit Financial Strategies
Ohio
$27.9M
NL
66
NorthAvenue LLC
Ohio
$27.5M
AWM
67
AE Wealth Management
Kansas
$27.5M
CSIA
68
Conrad Siegel Investment Advisors
Pennsylvania
$27.5M
BWA
69
Babb Wealth Advisors
Arizona
$27.4M
SIMC
70
Squire Investment Management Company
Utah
$27M
WG
71
Watchman Group
Texas
$26.9M
ACG
72
Allen Capital Group
Nebraska
$26.1M
DEM
73
Disciplined Equity Management
Florida
$25.9M
TFM
74
TFC Financial Management
Massachusetts
$25.5M
MWM
75
Meritas Wealth Management
California
$25.3M