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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
CIR
751
Clear Investment Research
Georgia
$102K
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$94.3K
CMP
753
Coston McIsaac & Partners
Maine
$87K
UBS AM
754
UBS AM
Illinois
$86.4K
WT
755
Whittier Trust
California
$83.9K
KFAS
756
Keating Financial Advisory Services
Kansas
$83.5K
PCA
757
Providence Capital Advisors
North Carolina
$83K
AFG
758
Albion Financial Group
Utah
$81.2K
CFFP
759
Center for Financial Planning
Michigan
$81.2K
AAP
760
Arax Advisory Partners
Colorado
$80.1K
JWM
761
JPL Wealth Management
Colorado
$79.4K
RWS
762
Retirement Wealth Solutions
Wisconsin
$77.3K
MSWA
763
Marshall & Sterling Wealth Advisors
New York
$77K
SN
764
Sittner & Nelson
Oregon
$75.8K
JAWA
765
John A. Wolfe & Associates
Michigan
$72.7K
TCA
766
Trifecta Capital Advisors
Illinois
$69.7K
HR
767
Howe & Rusling
New York
$68.8K
GCP
768
Gill Capital Partners
Colorado
$68K
CH
769
CDKV Holdings
Colorado
$66.3K
GTAM
770
Global Trust Asset Management
Florida
$62.5K
NRG
771
Nemes Rush Group
Michigan
$61.1K
HFS
772
Hantz Financial Services
Michigan
$61K
FDCP
773
Foster Dykema Cabot & Partners
Massachusetts
$61K
CFS
774
CGC Financial Services
Oregon
$58.8K
MWM
775
Magnolia Wealth Management
Alabama
$56.7K