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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
O3W
151
Omni 360 Wealth
New Jersey
$10.5M
VW
152
Vance Wealth
California
$10.4M
NEPWA
153
New England Private Wealth Advisors
Massachusetts
$9.88M
EA
154
Efficient Advisors
Ohio
$9.69M
PWMG
155
Pioneer Wealth Management Group
Texas
$9.6M
LFGO
156
Legacy Financial Group (Oklahoma)
Oklahoma
$9.48M
RFC
157
Regions Financial Corp
Alabama
$9.44M
AAM
158
Austin Asset Management
Texas
$9.36M
LFS
159
Lutz Financial Services
Nebraska
$9.34M
PFA
160
Pillar Financial Advisors
Kentucky
$9.27M
MCWS
161
McKinley Carter Wealth Services
West Virginia
$9.19M
TCRG
162
Twin Cities Retirement Group
Minnesota
$9.08M
AIS
163
American Investment Services
Massachusetts
$8.91M
MG
164
Mather Group
Illinois
$8.85M
GCA
165
Gradient Capital Advisors
California
$8.65M
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$8.65M
SIS
167
Strategic Investment Solutions
Illinois
$8.56M
JWS
168
Juncture Wealth Strategies
Arizona
$8.53M
VF
169
Vawter Financial
Ohio
$8.47M
LWM
170
Liberty Wealth Management
California
$8.38M
DPW
171
DiNuzzo Private Wealth
Pennsylvania
$8.36M
CSB
172
City State Bank
Iowa
$8.36M
KAS
173
Kestra Advisory Services
Texas
$8.35M
AWM
174
Avondale Wealth Management
Texas
$8.34M
SC
175
Scratch Capital
Idaho
$8.23M