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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
VAI
776
Vanguard Advisers Inc
Pennsylvania
$54.2K
IWP
777
IAG Wealth Partners
Wisconsin
$53.2K
TWM
778
Timmons Wealth Management
Massachusetts
$52.1K
RDFA
779
Ritter Daniher Financial Advisory
Ohio
$52K
PWM
780
Peterson Wealth Management
Nevada
$50.9K
PA
781
Parallel Advisors
California
$50.6K
BCWM
782
Bartlett & Co Wealth Management
Ohio
$49.6K
WP
783
WealthShield Partners
North Carolina
$44.5K
SC
784
Steph & Co
Wisconsin
$44.4K
FCG
785
Financial Connections Group
California
$42K
MWM
786
Mascoma Wealth Management
New Hampshire
$35.9K
RF
787
Rossby Financial
Florida
$34.4K
SRCM
788
Signature Resources Capital Management
California
$32.4K
TCOT
789
Trust Company of Toledo
Ohio
$31K
TWIM
790
TIAA Wealth Investment Management
New York
$30.6K
ME
791
McIlrath & Eck
Washington
$28K
CBT
792
CoreFirst Bank & Trust
Kansas
$27.7K
HWA
793
HHM Wealth Advisors
Tennessee
$24.7K
UCB
794
United Community Bank
South Carolina
$23.5K
DF
795
DecisionPoint Financial
Arizona
$23.2K
T
796
Transce3nd
Texas
$22.9K
CFSG
797
Community Financial Services Group
Vermont
$22.4K
CCMI
798
Creative Capital Management Investments
California
$22.2K
GCM
799
Gables Capital Management
Florida
$19.9K
SWIM
800
Smallwood Wealth Investment Management
New Jersey
$19.3K