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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
HWA
126
HMV Wealth Advisors
Louisiana
$13.8M
NWM
127
Navigoe Wealth Management
California
$13.8M
RWM
128
Ruedi Wealth Management
Illinois
$13.5M
SWA
129
ShankerValleau Wealth Advisors
Illinois
$13.4M
LFG
130
Larson Financial Group
Missouri
$13.4M
WMN
131
Wealth Management Nebraska
Nebraska
$13.4M
FFG
132
Fiduciary Financial Group
California
$13.2M
ALWM
133
Andrews Lucia Wealth Management
California
$12.9M
CWMA
134
Capstone Wealth Management (Alabama)
Alabama
$12.7M
MWM
135
Mission Wealth Management
California
$12.5M
CPW
136
Crestmont Private Wealth
Texas
$12.2M
NG
137
Navigation Group
California
$12.1M
MFT
138
Moisand Fitzgerald Tamayo
Florida
$11.9M
AL
139
Aspiriant LLC
California
$11.8M
BTWM
140
Baker Tilly Wealth Management
Wisconsin
$11.7M
VPWA
141
Vestia Personal Wealth Advisors
Indiana
$11.6M
PS
142
Pinney & Scofield
Massachusetts
$11.2M
SWM
143
Spire Wealth Management
Virginia
$11.1M
RSWM
144
Robertson Stephens Wealth Management
California
$11M
SCM
145
SOL Capital Management
Maryland
$11M
Osaic Holdings
146
Osaic Holdings
Arizona
$10.9M
MML Investors Services
147
MML Investors Services
Massachusetts
$10.8M
DI
148
Disciplined Investments
Oklahoma
$10.6M
O3W
149
Omni 360 Wealth
New Jersey
$10.5M
VW
150
Vance Wealth
California
$10.4M