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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
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$9.88M
EA
152
Efficient Advisors
Ohio
$9.69M
PWMG
153
Pioneer Wealth Management Group
Texas
$9.6M
LFGO
154
Legacy Financial Group (Oklahoma)
Oklahoma
$9.48M
RFC
155
Regions Financial Corp
Alabama
$9.44M
AAM
156
Austin Asset Management
Texas
$9.36M
LFS
157
Lutz Financial Services
Nebraska
$9.34M
PFA
158
Pillar Financial Advisors
Kentucky
$9.27M
MCWS
159
McKinley Carter Wealth Services
West Virginia
$9.19M
TCRG
160
Twin Cities Retirement Group
Minnesota
$9.08M
AIS
161
American Investment Services
Massachusetts
$8.91M
MG
162
Mather Group
Illinois
$8.85M
GCA
163
Gradient Capital Advisors
California
$8.65M
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$8.65M
SIS
165
Strategic Investment Solutions
Illinois
$8.56M
JWS
166
Juncture Wealth Strategies
Arizona
$8.53M
VF
167
Vawter Financial
Ohio
$8.47M
LWM
168
Liberty Wealth Management
California
$8.38M
DPW
169
DiNuzzo Private Wealth
Pennsylvania
$8.36M
CSB
170
City State Bank
Iowa
$8.36M
KAS
171
Kestra Advisory Services
Texas
$8.35M
AWM
172
Avondale Wealth Management
Texas
$8.34M
SC
173
Scratch Capital
Idaho
$8.23M
SWP
174
Stratos Wealth Partners
Ohio
$8.19M
LFP
175
Lakeshore Financial Planning
Michigan
$8.11M