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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
PA
101
Prism Advisors
California
$18.9M
KSWWM
102
Keyes Stange & Wooten Wealth Management
Florida
$18.7M
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$18.7M
DWM
104
Dopkins Wealth Management
New York
$18.6M
BWA
105
BlueSky Wealth Advisors
North Carolina
$18.4M
AUB
106
Atlantic Union Bankshares
Virginia
$18.4M
RLWM
107
RF&L Wealth Management
Massachusetts
$18.1M
W
108
WPWealth
Texas
$17.8M
LW
109
Libra Wealth
California
$17.5M
ACM
110
Aspen Capital Management
Idaho
$17.3M
TPW
111
Tiller Private Wealth
Pennsylvania
$17.2M
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$16.9M
FFA
113
Farther Finance Advisors
California
$16.8M
BlackRock
114
BlackRock
New York
$15.9M
QFA
115
Quantum Financial Advisors
California
$15.8M
DADC
116
D.A. Davidson & Co
Montana
$15.8M
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$15.7M
PAS
118
Park Avenue Securities
New York
$15.6M
GCM
119
Graver Capital Management
Ohio
$15.4M
Morgan Stanley
120
Morgan Stanley
New York
$15.3M
PFS
121
Professional Financial Solutions
Virginia
$14.7M
AFG
122
Altiora Financial Group
Ohio
$14.7M
MAM
123
McLean Asset Management
Virginia
$14.4M
OFP
124
OLIO Financial Planning
Virginia
$14.4M
JWM
125
JDH Wealth Management
California
$13.9M