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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
CA
201
Claris Advisors
Missouri
$5.89M
TWM
202
TRB Wealth Management
Texas
$5.87M
VF
203
Vestment Financial
Minnesota
$5.86M
SFP
204
SwitchPoint Financial Planning
Utah
$5.76M
GA
205
Greenspring Advisors
Maryland
$5.74M
WAM
206
Weinberger Asset Management
California
$5.72M
GC
207
Gibson Capital
Pennsylvania
$5.62M
GMA
208
Glassy Mountain Advisors
Maryland
$5.62M
CWA
209
CogentBlue Wealth Advisors
Tennessee
$5.57M
CTWM
210
Cherry Tree Wealth Management
Minnesota
$5.53M
Baird Financial Group
211
Baird Financial Group
Wisconsin
$5.48M
BH
212
Burk Holdings
Oklahoma
$5.45M
SIM
213
Studio Investment Management
Illinois
$5.44M
1WM
214
1900 Wealth Management
Texas
$5.3M
LWM
215
Lionshead Wealth Management
New York
$5.3M
RLIM
216
Red Lighthouse Investment Management
New York
$5.25M
PWIA
217
Porter White Investment Advisors
Alabama
$5.23M
SC
218
Shearwater Capital
Colorado
$5.13M
W
219
WorthPointe
California
$5.11M
BFA
220
Bragg Financial Advisors
North Carolina
$5.05M
CA
221
Clune & Associates
Illinois
$5.04M
PCM
222
Passive Capital Management
Maryland
$4.93M
BDWCC
223
B&D White Capital Company
Texas
$4.9M
BJB
224
Broadhurst Jeffrey B
$4.88M
WWWM
225
White Wing Wealth Management
Texas
$4.85M