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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
AFG
751
Albion Financial Group
Utah
$81.2K
CFFP
752
Center for Financial Planning
Michigan
$81.2K
AAP
753
Arax Advisory Partners
Colorado
$80.1K
JWM
754
JPL Wealth Management
Colorado
$79.4K
RWS
755
Retirement Wealth Solutions
Wisconsin
$77.3K
MSWA
756
Marshall & Sterling Wealth Advisors
New York
$77K
SN
757
Sittner & Nelson
Oregon
$75.8K
JAWA
758
John A. Wolfe & Associates
Michigan
$72.7K
TCA
759
Trifecta Capital Advisors
Illinois
$69.7K
HR
760
Howe & Rusling
New York
$68.8K
GCP
761
Gill Capital Partners
Colorado
$68K
CH
762
CDKV Holdings
Colorado
$66.3K
GTAM
763
Global Trust Asset Management
Florida
$62.5K
NRG
764
Nemes Rush Group
Michigan
$61.1K
HFS
765
Hantz Financial Services
Michigan
$61K
FDCP
766
Foster Dykema Cabot & Partners
Massachusetts
$61K
CFS
767
CGC Financial Services
Oregon
$58.8K
MWM
768
Magnolia Wealth Management
Alabama
$56.7K
VAI
769
Vanguard Advisers Inc
Pennsylvania
$54.2K
IWP
770
IAG Wealth Partners
Wisconsin
$53.2K
TWM
771
Timmons Wealth Management
Massachusetts
$52.1K
RDFA
772
Ritter Daniher Financial Advisory
Ohio
$52K
PWM
773
Peterson Wealth Management
Nevada
$50.9K
PA
774
Parallel Advisors
California
$50.6K
BCWM
775
Bartlett & Co Wealth Management
Ohio
$49.6K