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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
TWP
76
TFO Wealth Partners
Ohio
$24.8M
FG
77
Foster Group
Iowa
$24.6M
AQR Capital Management
78
AQR Capital Management
Connecticut
$24.4M
CFGA
79
Cambridge Financial Group (Arizona)
Arizona
$24.4M
LFA
80
Lauterbach Financial Advisors
Texas
$24.3M
EWA
81
Exencial Wealth Advisors
Oklahoma
$23.5M
HNWA
82
Henrickson Nauta Wealth Advisors
Michigan
$23.4M
EFP
83
Elser Financial Planning
Indiana
$22.9M
Betterment LLC
84
Betterment LLC
New York
$22.9M
MSWM
85
Master's Wealth Management
Pennsylvania
$22.8M
SWM
86
Sterling Wealth Management
Illinois
$22.7M
GWMT
87
Guardian Wealth Management (Tennessee)
Tennessee
$22.3M
TFP
88
Triune Financial Partners
Kansas
$22.2M
EA
89
Eclectic Associates
California
$21.8M
VWA
90
Visionary Wealth Advisors
Illinois
$21.6M
CL
91
Choreo LLC
Illinois
$21.6M
THL
92
Tillman Hartley LLC
Colorado
$21.3M
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$21M
KFG
94
Kelly Financial Group
Connecticut
$20.4M
Financial Engines Advisors
95
Financial Engines Advisors
California
$20.3M
EH
96
Equitable Holdings
New York
$20.3M
RCI
97
RS Crum Inc
California
$20.1M
KCA
98
Kilner Capital Advisors
Maryland
$19.9M
CPA
99
Cardiff Park Advisors
California
$19.8M
BGWM
100
Bridge Generations Wealth Management
Florida
$19.4M