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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
SWP
176
Stratos Wealth Partners
Ohio
$8.19M
LFP
177
Lakeshore Financial Planning
Michigan
$8.11M
OC
178
Oppenheimer & Co
New York
$8.04M
RK
179
Rather & Kittrell
Tennessee
$7.9M
MIAS
180
Mason Investment Advisory Services
Virginia
$7.51M
AC
181
Annandale Capital
Texas
$7.46M
SC
182
Schoolcraft Capital
Colorado
$7.34M
WPW
183
Watershed Private Wealth
Illinois
$7.32M
ZF
184
Zhang Financial
Michigan
$7.26M
CWM
185
Capstone Wealth Management
Montana
$6.99M
PWM
186
Parkshore Wealth Management
California
$6.98M
SA
187
Seneschal Advisors
Washington
$6.88M
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$6.66M
VWA
189
Valued Wealth Advisors
Utah
$6.58M
FWM
190
FMB Wealth Management
California
$6.58M
NWM
191
Northwest Wealth Management
Iowa
$6.53M
TC
192
TAGStone Capital
North Carolina
$6.5M
AWM
193
Ariadne Wealth Management
California
$6.5M
MHS
194
M Holdings Securities
Oregon
$6.46M
AWA
195
Arkadios Wealth Advisors
Georgia
$6.44M
BP
196
BWM Planning
Texas
$6.31M
CSW
197
Cogent Strategic Wealth
Illinois
$6.29M
QFPS
198
Quantum Financial Planning Services
Washington
$6.26M
Stifel Financial
199
Stifel Financial
Missouri
$6.24M
QCM
200
Quantinno Capital Management
New York
$6.2M