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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
OC
176
Oppenheimer & Co
New York
$8.04M
RK
177
Rather & Kittrell
Tennessee
$7.9M
MIAS
178
Mason Investment Advisory Services
Virginia
$7.51M
AC
179
Annandale Capital
Texas
$7.46M
SC
180
Schoolcraft Capital
Colorado
$7.34M
WPW
181
Watershed Private Wealth
Illinois
$7.32M
ZF
182
Zhang Financial
Michigan
$7.26M
CWM
183
Capstone Wealth Management
Montana
$6.99M
PWM
184
Parkshore Wealth Management
California
$6.98M
SA
185
Seneschal Advisors
Washington
$6.88M
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$6.66M
VWA
187
Valued Wealth Advisors
Utah
$6.58M
FWM
188
FMB Wealth Management
California
$6.58M
NWM
189
Northwest Wealth Management
Iowa
$6.53M
TC
190
TAGStone Capital
North Carolina
$6.5M
AWM
191
Ariadne Wealth Management
California
$6.5M
MHS
192
M Holdings Securities
Oregon
$6.46M
AWA
193
Arkadios Wealth Advisors
Georgia
$6.44M
BP
194
BWM Planning
Texas
$6.31M
CSW
195
Cogent Strategic Wealth
Illinois
$6.29M
QFPS
196
Quantum Financial Planning Services
Washington
$6.26M
Stifel Financial
197
Stifel Financial
Missouri
$6.24M
QCM
198
Quantinno Capital Management
New York
$6.2M
FJWM
199
Ferguson Johnson Wealth Management
Maryland
$6.07M
MWA
200
Mills Wealth Advisors
Texas
$5.99M