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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
AF
726
Advisornet Financial
Minnesota
$184K
SEP
727
Signature Equity Partners
Ohio
$181K
PB
728
Prosperity Bancshares
Texas
$171K
OA
729
Operose Advisors
Wisconsin
$169K
AWM
730
Abound Wealth Management
Tennessee
$165K
HC
731
Hurley Capital
New York
$159K
PGAM
732
Princeton Global Asset Management
New Jersey
$156K
CA
733
Clearstead Advisors
Ohio
$156K
FFG
734
Forum Finance Group
$155K
M
735
MOTCO
Texas
$147K
CIAS
736
Capital Investment Advisory Services
North Carolina
$146K
IRC
737
Investors Research Corp
Georgia
$140K
CMBA
738
C.M. Bidwell & Associates
Hawaii
$132K
BNA
739
BankChampaign, National Association
Illinois
$129K
GWS
740
Glassman Wealth Services
Virginia
$128K
SAM
741
S.A. Mason
Michigan
$127K
TRCT
742
Tower Research Capital (TRC)
New York
$124K
TCM
743
Tradewinds Capital Management
Washington
$103K
CIR
744
Clear Investment Research
Georgia
$102K
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$94.3K
CMP
746
Coston McIsaac & Partners
Maine
$87K
UBS AM
747
UBS AM
Illinois
$86.4K
WT
748
Whittier Trust
California
$83.9K
KFAS
749
Keating Financial Advisory Services
Kansas
$83.5K
PCA
750
Providence Capital Advisors
North Carolina
$83K