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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
OFP
126
OLIO Financial Planning
Virginia
$14.4M
JWM
127
JDH Wealth Management
California
$13.9M
HWA
128
HMV Wealth Advisors
Louisiana
$13.8M
NWM
129
Navigoe Wealth Management
California
$13.8M
RWM
130
Ruedi Wealth Management
Illinois
$13.5M
SWA
131
ShankerValleau Wealth Advisors
Illinois
$13.4M
LFG
132
Larson Financial Group
Missouri
$13.4M
WMN
133
Wealth Management Nebraska
Nebraska
$13.4M
FFG
134
Fiduciary Financial Group
California
$13.2M
ALWM
135
Andrews Lucia Wealth Management
California
$12.9M
CWMA
136
Capstone Wealth Management (Alabama)
Alabama
$12.7M
MWM
137
Mission Wealth Management
California
$12.5M
CPW
138
Crestmont Private Wealth
Texas
$12.2M
NG
139
Navigation Group
California
$12.1M
MFT
140
Moisand Fitzgerald Tamayo
Florida
$11.9M
AL
141
Aspiriant LLC
California
$11.8M
BTWM
142
Baker Tilly Wealth Management
Wisconsin
$11.7M
VPWA
143
Vestia Personal Wealth Advisors
Indiana
$11.6M
PS
144
Pinney & Scofield
Massachusetts
$11.2M
SWM
145
Spire Wealth Management
Virginia
$11.1M
RSWM
146
Robertson Stephens Wealth Management
California
$11M
SCM
147
SOL Capital Management
Maryland
$11M
Osaic Holdings
148
Osaic Holdings
Arizona
$10.9M
MML Investors Services
149
MML Investors Services
Massachusetts
$10.8M
DI
150
Disciplined Investments
Oklahoma
$10.6M