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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
WP
776
WealthShield Partners
North Carolina
$44.5K
SC
777
Steph & Co
Wisconsin
$44.4K
FCG
778
Financial Connections Group
California
$42K
MWM
779
Mascoma Wealth Management
New Hampshire
$35.9K
RF
780
Rossby Financial
Florida
$34.4K
SRCM
781
Signature Resources Capital Management
California
$32.4K
TCOT
782
Trust Company of Toledo
Ohio
$31K
TWIM
783
TIAA Wealth Investment Management
New York
$30.6K
ME
784
McIlrath & Eck
Washington
$28K
HWA
785
HHM Wealth Advisors
Tennessee
$24.7K
UCB
786
United Community Bank
South Carolina
$23.5K
DF
787
DecisionPoint Financial
Arizona
$23.2K
T
788
Transce3nd
Texas
$22.9K
CFSG
789
Community Financial Services Group
Vermont
$22.4K
CCMI
790
Creative Capital Management Investments
California
$22.2K
GCM
791
Gables Capital Management
Florida
$19.9K
SWIM
792
Smallwood Wealth Investment Management
New Jersey
$19.3K
WIM
793
Westside Investment Management
California
$18.8K
PAI
794
Pittenger & Anderson Inc
Nebraska
$15.8K
EWM
795
Evermay Wealth Management
Virginia
$10.9K
TC
796
Truvestments Capital
Florida
$10.2K
1IA
797
1620 Investment Advisors
Massachusetts
$8.43K
TLFA
798
True Link Financial Advisors
California
$3.75K
WAS
799
Winch Advisory Services
Wisconsin
$2.75K
TC
800
Trust Company
Kansas
$2.75K