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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
SRC
726
Sage Rhino Capital
California
$204K
IIM
727
Invariant Investment Management
Pennsylvania
$201K
AIM
728
Advyzon Investment Management
Illinois
$200K
FCU
729
Financial Concepts Unlimited
Maine
$200K
RTL
730
Red Tortoise LLC
Georgia
$198K
RIL
731
Rothschild Investment LLC
Illinois
$195K
CCWM
732
Cassaday & Co Wealth Management
Virginia
$193K
AF
733
Advisornet Financial
Minnesota
$184K
SEP
734
Signature Equity Partners
Ohio
$181K
PB
735
Prosperity Bancshares
Texas
$171K
OA
736
Operose Advisors
Wisconsin
$169K
AWM
737
Abound Wealth Management
Tennessee
$165K
HC
738
Hurley Capital
New York
$159K
PGAM
739
Princeton Global Asset Management
New Jersey
$156K
CA
740
Clearstead Advisors
Ohio
$156K
FFG
741
Forum Finance Group
$155K
M
742
MOTCO
Texas
$147K
CIAS
743
Capital Investment Advisory Services
North Carolina
$146K
IRC
744
Investors Research Corp
Georgia
$140K
CMBA
745
C.M. Bidwell & Associates
Hawaii
$132K
BNA
746
BankChampaign National Association
Illinois
$129K
GWS
747
Glassman Wealth Services
Virginia
$128K
SAM
748
S.A. Mason
Michigan
$127K
TRCT
749
Tower Research Capital (TRC)
New York
$124K
TCM
750
Tradewinds Capital Management
Washington
$103K