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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$24.4M
CFGA
77
Cambridge Financial Group (Arizona)
Arizona
$24.4M
LFA
78
Lauterbach Financial Advisors
Texas
$24.3M
EWA
79
Exencial Wealth Advisors
Oklahoma
$23.5M
HNWA
80
Henrickson Nauta Wealth Advisors
Michigan
$23.4M
EFP
81
Elser Financial Planning
Indiana
$22.9M
Betterment LLC
82
Betterment LLC
New York
$22.9M
MSWM
83
Master's Wealth Management
Pennsylvania
$22.8M
SWM
84
Sterling Wealth Management
Illinois
$22.7M
GWMT
85
Guardian Wealth Management (Tennessee)
Tennessee
$22.3M
TFP
86
Triune Financial Partners
Kansas
$22.2M
EA
87
Eclectic Associates
California
$21.8M
VWA
88
Visionary Wealth Advisors
Illinois
$21.6M
CL
89
Choreo LLC
Illinois
$21.6M
THL
90
Tillman Hartley LLC
Colorado
$21.3M
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$21M
KFG
92
Kelly Financial Group
Connecticut
$20.4M
Financial Engines Advisors
93
Financial Engines Advisors
California
$20.3M
EH
94
Equitable Holdings
New York
$20.3M
RCI
95
RS Crum Inc
California
$20.1M
KCA
96
Kilner Capital Advisors
Maryland
$19.9M
CPA
97
Cardiff Park Advisors
California
$19.8M
BGWM
98
Bridge Generations Wealth Management
Florida
$19.4M
BPA
99
Beacon Pointe Advisors
California
$19.2M
Truist Financial
100
Truist Financial
North Carolina
$19.2M