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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
BPA
101
Beacon Pointe Advisors
California
$19.2M
Truist Financial
102
Truist Financial
North Carolina
$19.2M
PA
103
Prism Advisors
California
$18.9M
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$18.7M
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$18.7M
DWM
106
Dopkins Wealth Management
New York
$18.6M
BWA
107
BlueSky Wealth Advisors
North Carolina
$18.4M
AUB
108
Atlantic Union Bankshares
Virginia
$18.4M
RLWM
109
RF&L Wealth Management
Massachusetts
$18.1M
W
110
WPWealth
Texas
$17.8M
LW
111
Libra Wealth
California
$17.5M
ACM
112
Aspen Capital Management
Idaho
$17.3M
TPW
113
Tiller Private Wealth
Pennsylvania
$17.2M
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$16.9M
FFA
115
Farther Finance Advisors
California
$16.8M
BlackRock
116
BlackRock
New York
$15.9M
QFA
117
Quantum Financial Advisors
California
$15.8M
DADC
118
D.A. Davidson & Co
Montana
$15.8M
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$15.7M
PAS
120
Park Avenue Securities
New York
$15.6M
GCM
121
Graver Capital Management
Ohio
$15.4M
Morgan Stanley
122
Morgan Stanley
New York
$15.3M
PFS
123
Professional Financial Solutions
Virginia
$14.7M
AFG
124
Altiora Financial Group
Ohio
$14.7M
MAM
125
McLean Asset Management
Virginia
$14.4M